Activity Forums Salesforce® Discussions Is it possible to filter the records which are coming in look-up window when we

  • Is it possible to filter the records which are coming in look-up window when we

    Posted by Pooja on August 11, 2020 at 7:03 am

    Is it possible to filter the records which are coming in look-up window when we click on lookup icon in Salesforce?

    Deepak replied 4 years, 4 months ago 2 Members · 1 Reply
  • 1 Reply
  • Deepak

    Member
    August 11, 2020 at 8:36 am

    You can only select fields on the current record, the lookup object, or the user record.Lookup filter criteria can compare fields of different types as long as they are compatible. Value-based filters are supported in Lightning Experience and Salesforce Classic.

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