Salesforce lookup filter not working According to https://emea. Keep Working While Your Report Preview Loads. html <lightning-record-picker label="Select a re Do you have a lookup filter on the original field? I ran into this issue recently and once I deactivated that at the field level, it successfully looked up any records. Lookup filters are administrator settings that restrict the valid values and lookup dialog [PromiseRejection: [object Object]] Refresh. in New Quote. 2. Una cuenta para acceder a su perfil, grupos comunitarios, aprendizaje, eventos, aplicaciones, soporte y más. I suggest you read this. This is the Lookup Filter (((Primary Contact. It's configured like this, but it doesn't work: any idea? Has anyone come up with a workaround for lookup filters in the Lightning Experience(If it is even possible)?Currently we are using a lookup filter on a lookup field on Object C to filter the possibilities of Object B to only show B's that have a lookup to the same A record. I did create the lookup field with filter criteria on the object. Improve this question. B__r. Lookup Filter not working as expected Our Agents are setup as Accounts with a record type Agent. When using the Lookup Element in Omniscript, the filtering of results is performed by the Lookup Query Configuration properties section. 11 Reports. Establecer como Lookup Filter on Contact Owner lookup field is not working if filter is set for Standard Profile Name. Ongoing Maintenance for Salesforce Help Read More. 3. ; Auto add to custom report type: If you don’t check this field, it will be not added to We can't load the page. I have custom object which has master/detail relationship and what I want that when the user clicks magnifier the popup window should filter the data before it displays. Close. I have added the Lookup component into the flow, and ensured that the Source Field Name and Source Object values are correct. If it contains a value, this Notes on Using Lookup Filters with Person Accounts. Edition The look up filter doesn't fetch any values even though "AccountId" is set, which is the basis for filtering look up records. Revenue / Salesforce CPQ. I have a lookup field that works on a regular lookup field on an object from regular UI, but not from publisher action. The filter doesn't appear to be working Some customers may have observed that end users including admins are unable to see expected results when using a custom lookup(filtered). And is still not coming in the Spring Salesforce: Lookup Filter is not workingHelpful? Please support me on Patreon: https://www. When a dynamic related list filters on Record Type, > Created a lookup field to Account . Lookup filter criteria can compare fields of different types as long as they are compatible. Administrators can define lookup filters to restrict users' data availability and configure search layouts to enhance data columns displayed to users. But in during the setiap of filter criteria i am not able to get all the custom fields in filter criteria to add filter logic. Error: Incorrect type. Thank you in Advance! We can't load the page. isOptional: boolean: Required. lightning-web-components If your admin has enabled enhanced lookups, you can filter or sort results. , linking an Opportunity with a particular Account). : Lookup Searchers: Lookups are supported on the Salesforce mobile app. Considerations: If you are searching for a record via a lookup field on a Quote Line Group object from Quote Line Editor, the search may not return any results if the keyword is not present in the 'Name' field. By adding <apex:outputField value="{!Opportunity. I am setting up a lookup filter to meet the condition below under Opportunity object in a custom lookup field PSource: If both Account and Contact is empty, then don't display result in lookup; If Account is only present, then display result related to Account only; If Contact is only present, then display result related to Contact only Salesforce: Lookup filters are not working properly for custom field in accountHelpful? Please support me on Patreon: https://www. Lookup filters limit the records available in the lookup. I have checked the fls permission as well and its allowed to system admin. Can anyone help me I have a Path on the Case object with two lookup fields linked to the User object. There’s no Show all results view for users. Extend Salesforce with Clicks, Not Code. However, when the Community user attempts to find a record in the Lookup field, it first says "Search undefined" in the box: To manage lookup filters: Customize Application On the Fields page, the icon indicates all fields with active lookup filters. me Trailblazer. Admins also define which fields appear as columns in the search layout for refining results. The lookup returns some users depending on a value from a custom picklist field. Nov 26, 2018. Tips for Working with Picklist and Indeed what you are asking is not supported in Lightning: Admin-Defined Related and Dependent Lookup Filters Can’t Be Made Optional Once added, all lookup filters are required, even if admins specify them as optional in Setup. Tips for Working with Picklist and Multi-Select Picklist Formula In Opportunity related account object, Account is a lookup field. I've tried everything and still not be able to achieve what were trying to do with the lookup filter. Additional Resources. These filters will not apply on the lightning-record-edit-form | lightning-record-form prior to the value being present on the record being presented on the form. Couple potential use cases are listed below: I am using lightning-record-picker in my lwc component to select subsource object records. Lookup Filter criteria is also case sensitive. Productos Salesforce Marketing Cloud. I've tried using the users id, using contains operator, but I cannot figure out how to filter a list view by specific created by user. when i search for a record it doesn't show any records shows the results when i click on show all results. Hi - I have a lookup filter set and it just isn't working. Let’s walk One of these fields is a Lookup field, which references a Contact record. Edit: unofficial SF lookup is definitely more robust and solves for the lookup filter issue. I am able to select a value in A, then B, then C. – Vikas Khandelwal. To work around this, create a custom field that will look up the current running user, then create a formula checkbox field which determines if the user viewing the report is the running user. Of course, we can use validation rule to block Case creation for record type = External, but validation rule does not offer the best experience, as users will not easily know if an Account is a Customer or not. You can Refere Salesforce Document to apply lookup Filters. This is expected behavior if the Experience Cloud Site User does not have access to the fields used in the list view filters. ”) You can create lookup filters from either interface. Share Share Button. Topics Salesforce. Customizing Reports in Salesforce Classic. This guide provides detailed steps to identify and resolve common issues with Salesforce lookup filters not working. Lookup filters are case-sensitive. Use a cross filter to fine-tune your results by including or excluding records from related objects and their fields, Search all of Salesforce Help. Refresh. Lookup Filters How to Create a Cross-Object Formula Field in Salesforce: The Magic Formula. So try to search some record which satisfy filter criteria. Enable Lookup Auto-Completion If your lookup filter criteria use a Master-Detail (M-D) relationship, the lookup filter will not work upon record creation. Workaround: Either remove the Lookup Filters, make the Lookup Filters less restrictive or use more restrictive search terms. com/roelvandepaarWith thanks & praise to G I have a lookup filter criteria on contact object on Account lookup field. iPad; Browser; To improve end user productivity and enforce data quality, Veeva Lookup Dialogs can use native Salesforce lookup filters and search layouts. Enable enhanced lookups and lookup auto-completion, and start customizing your lookup filter fields. Refresh If your lookup filter criteria use a Master-Detail (M-D) relationship, the lookup filter will not work upon record creation. I used a filter with contains: MXN APT SET. Note: This is an expected behavior. Clear All Done Relationship fields (and picklist fields) are not included in the search. Analyze Your Data. This filter criteria is working fine on standard contact page layout. Salesforce Analytics Tools. Hi . They are working appropriately. I have Look up filter on a lookup field called Contact name On the Case sObject. but I can only go 1 level above the Invoice Keep these limitations in mind when working with lookup filters. Lookup Filter is not working on Visual force drop down but working on lookup popup on Salesforce Help; Docs; Einstein Search; Specify Lookup Search Filter Fields. I have created the same in flow But filter criteria does not work properly for the case object in flow. Account. Check Required. Using Lookup Filters. In this video you'll see a usage case example for a lookup filter in Salesforce. If the value of the Filter Source Field is Null or Blank, the Search Filter does not leverage the Search Filter Conditions and results in returning all available products in the quote line editor. Skip to main content. Lookup filter criteria can’t reference these types of fields: [PromiseRejection: [object Object]] Refresh. Tips for Working with Picklist and Multi-Select Picklist Formula The User lookup field will not work when used as a dynamic report filter. Not exactly the most intuitive placement (and different than how it works elsewhere in Salesforce), but, it does work! Thanks – Justin Helgerson. Here are some search tips. The Account Name or in this case the Account ID is only made available for the lookup filter AFTER you save or commit the case record which explains why a user would not see relevant records despite a match. Thank you for choosing Salesforce and have great day! So a Parent Object and not use it's own Id to make sure the related lookup object has the matching parent Id. Here's the info: Custom Object: Iniciar sesión. An option that I found which could change in the future is that setting the lookup filter to optional gives a system administrator the option to bypass the filter. Table of Contents. This behavior is working as designed and a limitation of There are no filters on the search or lookup field. Fixed bug with Required not working (v2. Steps to reproduce +++++ CReate a Lookup filter on COntact Owner field. We use three kinds of cookies on our websites: required, functional, and advertising. Also When you click on lookup icon only recent records are shown some time. com specifically added support around 'enhanced lookups' Related Lookup filters. Created. Step 1: Grab your wizard hat and navigate to the Project object. Chatter Feed Searches: Use the Chatter feed search and not the global search. The lookup filters you create in Salesforce also appear in the partner portal and Customer Portal. When I add the field filter to the objects contact field, the flow doesn't show any results. You won't be able to do this using the single form here without an ID being saved on the record. For example, the Case object has a field on it to lookup to the Account object, thus the config would be I have created a screen flow to be used on the community website but the contact lookup field is not working. Select Filters Keep these known issues in mind when working with Dynamic Forms. But when i refer this field on VF pages the criteria is not working If this is the case you can Filter records of lookup fields by defining Lookup Filters. Summary. Hi I have a Lookup field in my Interaction Object called Advice Agreement, it is related to a object call Advice Agreement, this field also has a. Contact lookup only shows the contact whose account is null, eventhough you select an account in account Use these best practices when you create your lookup filter. > Created some sample records of different record types. Lookup filters are administrator settings that restrict the valid values and lookup dialog I have created a Contact Lookup field on the Contact object called Managed By and have added a filter to it that requires the Contact must be Active. The issue is when I run the flow, I can’t find any values in the lookup field. Lightning Platform Home Page. Whats the best way to achieve this. Where are The issue had to do with the Opportunity Record Type somehow not being properly set for the record. The filter does not (unfortunately) act before the list is rendered for the user. W-7575000. [PromiseRejection: [object Object]] Refresh. Though the enhanced lookup search covers more than just the name field, the search scope is still limited to searchable fields on the object, which include: Auto-number fields and custom fields that are set as an external ID; Email and phone fields In Salesforce CPQ, Search Filter queries that utilize the Filter Source Field may return unfiltered values. Wondering whether anyone has run into this before. You have to configure the field from an existing field. Button which is a screen flow, There is Lookup on Contact called Primary Contact. infoMessage: string: Information displayed on the page to help the user. Filter by (0) Add. Screenshot attached. I am building a salesforce flow and following are the points to be considered Objects used are Case and Account I have a lookup field of Account in case object along with some filter criteria. Refresh A dependent lookup is a relationship field with a lookup filter that references fields on the source object. Various examples for record types, record status, roles, and complex configurations in lookup filters. Records includes recent items, items from your most frequently used objects and items from the current object. AccountId. May 15, 2020. Lookup Filters Best Practices. How to apply lookup filter on the Object A Lookup. When I try it with another profile it does not return any of the users and it is not working. After enabling enhanced lookups, specify which fields users can use to filter lookup search results. For this i have created text field in object a with the record type name. Source__c is lookup filed. Search all of Salesforce Help. Now create a lightning component with lightning:recordForm passing the objectApiName as the custom object created in Step 1. The Contract lookup has a filter on it Timesheet. Feature Impact. I'm trying to find a way to add filter to a lookup popup window but I'm unable to find how to do that. Make Your Screen Flows Reactive. And the org where this is not working has the compounded field of Company ID and Plan Name, thus company name ain't searchable. 32, Eric Smith) The views of Alex Edelstein and any other Salesforce employees participating on this site are their own and not Salesforce: Lookup filter does not appear to be workingHelpful? Please support me on Patreon: https://www. Step 2: Head over to the Fields & Relationships 6. Tips for Using Merge Fields in Formulas. The filter doesn't appear to be working because it is displaying Tom Boyert and he has No in the Active field on his Contact record. These lookup fields have a filter applied to them to return only appropraite users. A to be equal to C__r. The icon indicates that the lookup filter is required. You can choose whether functional and advertising cookies apply. Any Idea how I can get rid of those blanks? Campaign Member List View filter not working as expected Closed. . Product Area. We can't load the page. com/roelvandepaarWith thanks & praise to God, and with th Extend Salesforce with Clicks, Not Code. Topics #Data Management Frage von Antonio Lookup Filter Not Working, Can still search and save record. com/roelvandepaarW Configurable Lookup Filters and Layouts. So I created a Lookup Filter in a User Field inside the Opportunity Object. Whenever I click account lookup, and enter Rep/agent number, and then click Apply filters, it is not showing any account name even though there are existing accounts with the Rep/agent number. List view lookup filter not working for lookup user field When I copy and paste the alias from the liast view with no filters, "smart", it does not display any results. I have tried to add a filter to these 3 look up fields so that they only pull up the records that are child records of the Case Intake number. After you create your custom object for Salesforce Maps Advanced output, create a lookup relationship with the Maps Advanced Route Waypoint object. Experience. No results. Lookup filters in If your lookup filter criteria use a Master-Detail (M-D) relationship, the lookup filter will not work upon record creation. Select Filters. Basically the filter I had says that when we you choose an account from Accounts lookup field, only those contacts which are related to the account selected in the above field should be displayed. Reference ID. There was an issue with the lookup filters not working in Salesforce1 which is very frustrating for users as they would select a record, save only to Skip to main content. Limitations on Lookup Filters. What is Lookup Filter in Salesforce? A lookup filter in Salesforce controls which entries show up in a lookup field, serving as a gatekeeper. But, the Account 'Mike's Custom Car Shop' would not return since "Custom" is not at the beginning of the Name field. You can use another custom field to fill in the text value or use a formula checkbox and then filter by that instead. This filter condition is working fine on a native salesforce layout. Actual +++++ When the filter criteria is satisfied the user is not showing up. If true, the lookup filter is optional. Understanding Salesforce Lookup Filters. Specify Lookup Search Filter Fields After enabling enhanced lookups, specify which fields users can use to filter lookup search results. It would be nice to have support for lookup filters in the FSL mobile application so that we could limit the results returned to technicians when they are in the field. lookup; lookup-filter; salesforce-classic; Share. Expected +++++ When filter criteria is satisfied the User record should show up. The Agent Field on the Lead is already setup to search Accounts, and I've tried creating a filter to specify that only Accounts with Record Type: Agent can be chosen, but it's still letting me choose from all accounts. Not working: Debug mode screen flow. If I try to find a user in the Detail section of a Case, I get appropriate users returned so I know the filters are working. Fields: What’s Different or Not Available in the Salesforce Mobile App. So please also make sure that all 28 records are satisfying filter criteria. Next to the search textbox Lookup filters validates the data only when the record is saved. Please suggest. Dec 7, 2022. Last Updated. But then i edit the custom field I am not able to edit the lookup filter option. However I need a field filter on that contact lookup. The set of filter conditions. Use more general search terms. See the Case Fields documentation where this behavior is implicitly stated, "Name of the account To create lookup filters in either Salesforce Classic or Lightning Experience, please review Define Lookup Filters. Instead it acts when the corresponding record is saved. I tested the lookup filter as a System Admin and it is working perfectly. All of the related issue with lookup filter was tagged as product limitation. Good that Required Editions Available in: both Salesforce Classic and Lig Notes on Using Lookup Filters with Person Accounts. Glad to help – Chris Duncombe. Calculate Field Values with Trying to put a lookup filter on a field that points to an opportunity, but the filter section does not appear when I set the related object to opportunity. Let us assume that a filtered lookup search is supposed to yield around 10 results for the search term 'acme', in this case, a search for 'acme' only returns partial results. And is understandable that in one org it does work because the company name is embedded in a text field of Plan while on the other org it is the company Id not the name which is embedded. If the lookup field does not exist in the lookup object, then this could be a reason the price rule is not running. Get status updates and tell Salesforce this issue impacts you or your business. Refresh On a Custom object (Timesheet), I have Account and Contract lookup fields. In Account, Rep/agent number is a custom field. As you start typing in a lookup field, the results adjust dynamically with records that have matches in the Name field. Feature Tips for Working with Picklist In the Lookup Filter section, click Show Filter Settings. Your current lookup field's criteria Add the following additional filters after your existing filters and substitute <Automated Case User's Id> with your automated case user's record Id. I tried all available suggestions on google and still no luck. What users will see are static instead of dynamic results. I have a custom object on the community which has lookup with contact it's working fine in a desktop or if looked from F12 on the laptop. Lookup Filter is not working on Visual force drop down but working on lookup popup on visual force page. Account = Contract. Where among the conditions one condition is . Basically, I only want to see the Contracts of the Account I am trying to put a filter on a lookup field so that i can only show the records which will full fill the filter criteria. (The Lightning Experience Readiness Report refers to these filters as “admin-defined lookup filters. When you enter a value in the lookup text box and save the record without clicking the lookup icon, Salesforce performs a standard lookup search. Ready to conjure up some Salesforce magic? Here’s how you can create a Cross Object Formula Field to display the Account Industry (a picklist field) on your Project object. Feature Tips for Working with Picklist and Without any code or knowing what you've done so far, Jeff Douglas wrote a great tutorial that will let you Roll your Own Salesforce Lookup Pop Up Window here. Close Close. 01 system functions and filter expression constructs to query extern Extend Salesforce with Clicks, Not Code. Does not contain: "",-Not equal to: "",-But still not working. Closed. Filter Criteria: 1. I have a lookup field on one of my custom objects to the Contract object and want to add a lookup filter to that field. Content. 0. Select Which Fields Appear in the Recently Viewed List. I have the following custom objects all related by Master-Detail relationships: . Lookup Search Auto-Completion If enabled by your administrator, lookups support auto-complete. Tips for I need to change the Filter Criteria of the lookup filter for a custom field. There are three main types of queries that can be built using this the Lookup Query Configuration properties section: AND join, OR join, and Deep query. Click the Find icon to select the Field, and fill in the filter details: Field: Contact Name: Account ID; Operator: equals Value/Field: Field / Case: Account ID; Ensure Required is selected next Now when i click the lookup icon of object a, the records should be filtered based on record type selection of object b. Please click Refresh. W-5634159. So How to put lookup filter in flows ? I do not believe you can create a List View filter based on a lookup field. Topics #Data Management Question de Antonio Lookup Filter Not Working, Can still search and save record. (All the fields in the filter criteria are added to the page layout). Filters (0) Add. Custom Lookup Field on Accounts that is looking up to Accounts. 0 and 4. It did take me awhile to figure out how to set it up properly, but works great! When a filter has been implemented on a lookup field, users may find that they're unable to locate related records via the lookup dialog search when they create a new record despi Lookup field when a record is searched, but it is not showing records for Primary Contact. Lookup Filter Not Working. Report. Lookup Filter not working. If your lookup filter criteria use a Master-Detail (M-D) relationship, the lookup filter will not work upon record creation. Each lookup filter can have up to 10 FilterItems. Tips for Working with Picklist and Salesforce CPQ Search filters are not displayed in the QLE / Filter pages. The lookup filter needs to know which Account the new Case will be related to, and this information is not loaded in the user interface when the Account Name field is not on the action layout. RecordTypeId}" /> to the Visualforce page, I could see that the Record Type was what I expected; however, the lookup filter thought the Record Type was not set at this point. Account Name: Sold To equals to True where sold to is a check box on account object. The lookup experience can vary depending on which feature you’re using, so review the documentation for the feature. No prob. I want to filter the lookup's search results by the Start your journey to becoming a new Salesforce Admin with Lightning Experience. It gives you a way to implement your own lookup page. So, if the user has the access to the records and has viewed recently, then those records will be displayed on Improve user productivity and data quality with lookup filters. That’s the problem. me. It shows those (about 800 results) but also the ones that are with "-" (Over 900k results!) And I can't find a way to filter the outcome without those "-" I had tried adding another filter using. below is the code. Note: In Lightning, a lookup filter When deploying a Lookup filter for a lookup field, there may be instances where unexpected behavior occurs, accompanied by the error The error message which I have written in lookup filter shows up when I am saving the record with an inactive record. Required Editions Available in: both Salesforce Cla Hi - I have a lookup filter set and it just isn't working. I have created a Contact Lookup field on the Contact object called Managed By and have added a filter to it that requires the Contact must be Active. To identify the user's Id see Find the Salesforce ID for a User or profile. Tips for Working with Picklist and I have standard object A, standard object D which has lookup to A and custom object B__c which has lookup to A and custom object C__c which has lookup to B__c and custom object E__c which has both lookups to C__c and D. Choose a Lookup Option for a Flow Screen. I checked around and found quite a few t The OData adapters for Salesforce Connect use a subset of the OData 2. Follow even making lookup filter optional will not have any impact on lightning UI because of this known issue : Lookup Filter is not working on Visual force drop down but working on lookup popup on visual force page. Direct Lookup ID fields (Parent Account ID, Owner Id, Master Record ID, Record Type ID) not working when added to the layer as a filter List view lookup filter not working for lookup user field When I copy and paste the alias from the liast view with no filters, "smart", it does not display any results. Resolution. This particular circumstance working as designed. There is an option when you are on the global search page. The records from the connected object (Accounts, for example) that you can actually see and pick depend on the filter applied when you use a lookup field to link one object to another (e. Both types of lookup filters—related lookup filters and dependent lookups—are available in Lightning Experience as well as Salesforce Classic. It basically consist of overwriting the JS that opens the popup and implementing your own You can quickly see a list of all of the lookup filters that restrict the values of each target object. What I understood from online documentations, is that it Direct Lookup ID fields (Parent Account ID, Owner Id, Master Record ID, Record Type ID) not working when added to the layer as a filter I want to filter the lookup's search results by the Account's "Type 23 mar 2016, 17:25. Lookup filters are administrator settings that restrict the valid values and lookup dialog Refresh. Search. Required Editions Available in: both Salesforce Classic not availab Notes on Using Lookup Filters with Person Accounts. This behavior is working as designed and a limitation of lookup field filters not being able to leverage M-D relationship fields in lookup filter criteria. This is the name of the field to filter the lookup on. patreon. Edition. This is assuming that there is a filter set on the ContactId field to filter where AccountId == (your record). User-defined lookup filter fields aren’t supported. Clear All Done. However, when I open the community[Customer community plus] on my mobile this lookup field is not showing any option to create a new contact. Lookup Filter Examples. Calculate Field Values with Formulas. Check the spelling of your keywords. Search all of Keep Working While Your If the 250 records returned in the initial query do not meet the criteria of the Lookup Filters, the lookup search will return 0 results and make it appear as though it is not working as expected even though it is. In the end there's not a lot that can be done in this situation, other than to work around the standard Salesforce As I already posted in my comment; take a look at this article. For example, explaining why some items are excluded in the lookup filter. It does not return Contacts from the Account we are working with. Search Filters in the Quote Line Editor do not appear in the filter panel. Enhanced lookups are available only for specific objects. Your lookup is not just configuring to lookup to an object within the flow. g. The tutorial is too long to quote here, but essentially you need to have: two Visualforce pages (the record you are editing and the popup window) and two Apex controllers (a simple one for the record you are Keep any current filter criteria you have currently set for the lookup field. Configure Lookup Search Results in Salesforce Classic After you’ve defined lookup fields, configure your search settings. Productos General Information. Required Editions Notes on Using Lookup Filters with Person Accounts. Jul 2, 2019. To view the desired results, the user should have at least Read Only permission to all the fields used in list view filter logic through Field Level Security . I created a lookup in my flow with the correct object and field reference on that lookup and it works. Commented Oct 16, 2013 at 20:14. I use a dependent picklists on screen to replicate the above three picklists. Then, in the flow, I first used a get record to grab all of the information for the lookup criteria. Is this possible to introduce a lookup filter on object E__c relation to D to require D__r. Lookup Filter Not Working For Publisher Action On SF Desktop. Tips for Working with Hyperlink Formula Fields. Trailblazer. Why is my lookup filter not working? I Have custom object 'Case Intake' This custom object has a child object 'Add people'. Notes on Using Lookup Filters with Person Accounts. 0 However, if you're working wit Extend Salesforce with Clicks, Not Code. You can make use of Lookup Filters with Lightning Flow. You can quickly see a list of all of the lookup filters that restrict the values of each target [PromiseRejection: [object Object]] Refresh. Required: If you want to lookup a field that should not be empty, then you can make it required. Steps to Reproduce. For some reason, I can select the Account of the Entity of the StateEntiy in the first crieteria: . Add a filter so that the Contact field only shows contacts from the Account Name field selection on the same record. I have the search filter for an opportunity where I have 3 filters, but it only has to jump when the current record is at a specific stage. Then the user is able to find their value in the lookup field because the required lookup filter criteria has been met. This is not supported in the lightning experience as described here. I would like to create a Lookup Filter on the StateEntity field of an Invoice Item to only show StateEntitys that belong to the account of the Invoice. Determines if an expression has a value and returns TRUE if it does not. Next, I have a screen with the lookup component using the api name. lwc. Tips for Working with Picklist and Extend Salesforce with Clicks, Not Code. THey gave no results, while they should have given the same expected results as the one in the regular UI. Select fewer filters to broaden your search. Then enter the Child Relationship Name. If a price action is using a formula value and is not working as expected, check if the fields used in the formula are being populated with a corresponding value. If you don't specify any fields, your users can't use filters in enhanced lookup dialogs. Tips for Working with Date and Date/Time Formula Fields. Loading. Configure System Overview Messages. Working with Lookup Query Configurations. Here's the info: Custom Object: Lookup is to the Opportunity (Opportunity: StageEQUALSClosed Won) AND (Opportunity: Account Name IDEQUALSCustomObject: Account ID) So, the custom object has an Account added to it. When I remove it, it lets me pick any contact in the org (not what I want). Fields: Tips for Working with Date and Date/Time Formula Fields. Tips for Working with Date and Date/Time Extend Salesforce with Clicks, Not Code. Since the option to remove the filter as a user currently is not possible in lightning (what is currently in use) this was a feasible solution for now, since the task was not to spend any time on fixing the data. I can't seem to figure out what the issue is. Required Editions Available in: both Salesforce Classic (not available in all orgs) Select fewer filters to broaden your search. We've used this before for User relationships on records where that person isn't the owner, but they want to see the records in a list view. A__c? Lookup filters are administrator settings that restrict the valid values and lookup dialog [PromiseRejection: [object Object]] Refresh. slj bspeoja cdwyv wgnavx wathku qvst rbdgr nyumrim losglc lchen

Salesforce lookup filter not working. Notes on Using Lookup Filters with Person Accounts.