-
How can show active Parent records on lookup in Salesforce?
My parent object has one checkbox "Active" field. while choosing lookup on child record, there i want to show only "Active " parent record..How can i achieve this?
-
2 Replies
-
Got it, It can be done by Lookup Filter .
-
Hello,
You have to use Lookup filter.
Thanks.
Log In to reply.
Popular Salesforce Blogs
Understanding the Salesforce Ecosystem: A Complete Platform for Customer Success
Popularly known as the world’s number one customer relationship management (CRM) platform – Salesforce is entirely cloud-based, with standalone applications for sales, customer service, and…
How to Integrate Salesforce With Social Media Channels
More than 60% of the world now uses social media and has active profiles on more than six social media platforms. Social networks have long…
Advertising Studio in Marketing cloud
Advertising Studio - Advertising Studio allows businesses to advertise on a one-to-one level, automating the transfer process from email to paid media to ensure your…
Popular Salesforce Videos
Salesforce Data Management - Data Loader - Insert, Update, Upsert, Export, Delete
Use the Data Loader wizards to add, modify, or delete records. The upsert wizard combines inserting and updating a record. If a record in your…
Intro to Salesforce Macros
Users can run macros to complete repetitive tasks—selecting an email template, sending an email to a customer, updating the case status—all in a single click.…
AMPscript Math Functions - Salesforce Marketing Cloud Functions in 5 minutes
Cameron Robert steps through how to use the AMPscript Math Functions in Salesforce Marketing Cloud. Key Moments: Introduction to AMPscript Math Functions (0:00) Add, Subtract,…
