Activity Forums Salesforce® Discussions How do you create an indirect lookup relationship in Salesforce?

  • Sumit

    Member
    April 24, 2020 at 7:49 am

    Connecting objects with this new feature is relatively simple. Here are the steps you should follow to create one:
    Go to “Setup” and use “Quick Find.”
    Input the object name and select it.
    Click on the customer ID field.
    Click “Edit” and select “Change Field Type.”
    Select “Indirect Lookup Relationship” and click “Next.”
    Select “Account” in the “Related To” value and click “Next.”
    Choose “Customer ID” in the value for the “Target Field” and click “Next.”
    For the field length, input “18.”
    Leave everything else in their default settings and click “Next.”
    Depending on your preference, you can choose to make this new component visible to everyone in the system. To do this, select “Visible” and click “Next.” This is a setting that you can change later on. There are times when it might be better if you became selective with granting access.
    Leave all other settings in default mode then click “Save.” As you do this, you will find a new Orders list on your Accounts pages.

  • Pooja

    Member
    April 24, 2020 at 11:44 am

    Go to “Setup” and use “Quick Find.”
    Input the object name and select it.
    Click on the customer ID field.
    Click “Edit” and select “Change Field Type.”
    Select “Indirect Lookup Relationship” and click “Next.”
    Select “Account” in the “Related To” value and click “Next.”
    Choose “Customer ID” in the value for the “Target Field” and click “Next.”
    For the field length, input “18.”
    Leave everything else in their default settings and click “Next.”
    Depending on your preference, you can choose to make this new component visible to everyone in the system. To do this, select “Visible” and click “Next.” This is a setting that you can change later on. There are times when it might be better if you became selective with granting access.
    Leave all other settings in default mode then click “Save.” As you do this, you will find a new Orders list on your Accounts pages.

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