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Restricting the options of a lookup field, based on the value of another lookup field?


Do cross object formulas only work if the lookup field is on the same object as the formula field?Auto populate fields based on lookup field valueCustomize result of of lookup field searchCreating Lookup Filter - Insert Field not showing fieldThe lookup field is not displaying on VF pageCan I enter non existing values on a lookup field?Default a Value for a checkbox field in the Account lookup filter fieldsSalesforce Lookup field filtering by record typeHow to deal with records invalidated due to adding filter criteria on lookup field?User can't change prepopulate lookup field






.everyoneloves__top-leaderboard:empty,.everyoneloves__mid-leaderboard:empty,.everyoneloves__bot-mid-leaderboard:empty margin-bottom:0;








2















Let's say I have three custom objects: Neighborhood, House, and Room. On the Account object, I have lookup fields for these objects.



My goal: When the user selects a Neighborhood, I want ONLY the houses contained within that neighborhood to be available for selection in the House field. After a house is selected, I want ONLY the rooms contained within that house to be available for selection in the Room field. Is there any way to do this?



I have already learned that there are ways to do this in a custom Lightning page. However, I'm looking for a way to do this with custom fields on a regular Salesforce object, like Account.










share|improve this question




























    2















    Let's say I have three custom objects: Neighborhood, House, and Room. On the Account object, I have lookup fields for these objects.



    My goal: When the user selects a Neighborhood, I want ONLY the houses contained within that neighborhood to be available for selection in the House field. After a house is selected, I want ONLY the rooms contained within that house to be available for selection in the Room field. Is there any way to do this?



    I have already learned that there are ways to do this in a custom Lightning page. However, I'm looking for a way to do this with custom fields on a regular Salesforce object, like Account.










    share|improve this question
























      2












      2








      2








      Let's say I have three custom objects: Neighborhood, House, and Room. On the Account object, I have lookup fields for these objects.



      My goal: When the user selects a Neighborhood, I want ONLY the houses contained within that neighborhood to be available for selection in the House field. After a house is selected, I want ONLY the rooms contained within that house to be available for selection in the Room field. Is there any way to do this?



      I have already learned that there are ways to do this in a custom Lightning page. However, I'm looking for a way to do this with custom fields on a regular Salesforce object, like Account.










      share|improve this question














      Let's say I have three custom objects: Neighborhood, House, and Room. On the Account object, I have lookup fields for these objects.



      My goal: When the user selects a Neighborhood, I want ONLY the houses contained within that neighborhood to be available for selection in the House field. After a house is selected, I want ONLY the rooms contained within that house to be available for selection in the Room field. Is there any way to do this?



      I have already learned that there are ways to do this in a custom Lightning page. However, I'm looking for a way to do this with custom fields on a regular Salesforce object, like Account.







      lookup






      share|improve this question













      share|improve this question











      share|improve this question




      share|improve this question










      asked 1 hour ago









      Ian HornerIan Horner

      655




      655




















          2 Answers
          2






          active

          oldest

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          2














          Disclaimer: I haven't tried it out myself, but going through the docs, it seems like you can utilize Dependent Lookups here.




          A dependent lookup is a relationship field with a lookup filter that references fields on the source object. For example, you can configure the case Contact field to only show contacts associated with the account selected in the case Account Name field.




          You will need to utilize Inserted Suggested Criteria when defining Lookup Filters to be able to utilize this.




          When you define a lookup filter, optionally click Insert Suggested Criteria to choose from a list of lookup filter criteria that Salesforce suggests based on the relationships between objects in your org.




          So in your case you will have a filter on your Household lookup to filter results based on the Neighborhood field and similarly a filter on your Room field to filter results based on the Household field.






          share|improve this answer
































            1














            Your House object should have a lookup to a Neighborhood. Your Room object should have a lookup to a House.



            Then on the Account you can add filters to your House and Room lookup fields as follows:



            House Lookup Filter that ensures that this house is in the same neighborhood that is specified on the account record
            House Lookup Filter that ensures that this house is in the same neighborhood that is specified on the account record



            Room Lookup Filter that ensures this room is in the same house that is specified on the account
            Room Lookup Filter that ensures this room is in the same house that is specified on the account






            share|improve this answer










            New contributor




            Ayoola Olapo is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
            Check out our Code of Conduct.




















              Your Answer








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              2 Answers
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              2 Answers
              2






              active

              oldest

              votes









              active

              oldest

              votes






              active

              oldest

              votes









              2














              Disclaimer: I haven't tried it out myself, but going through the docs, it seems like you can utilize Dependent Lookups here.




              A dependent lookup is a relationship field with a lookup filter that references fields on the source object. For example, you can configure the case Contact field to only show contacts associated with the account selected in the case Account Name field.




              You will need to utilize Inserted Suggested Criteria when defining Lookup Filters to be able to utilize this.




              When you define a lookup filter, optionally click Insert Suggested Criteria to choose from a list of lookup filter criteria that Salesforce suggests based on the relationships between objects in your org.




              So in your case you will have a filter on your Household lookup to filter results based on the Neighborhood field and similarly a filter on your Room field to filter results based on the Household field.






              share|improve this answer





























                2














                Disclaimer: I haven't tried it out myself, but going through the docs, it seems like you can utilize Dependent Lookups here.




                A dependent lookup is a relationship field with a lookup filter that references fields on the source object. For example, you can configure the case Contact field to only show contacts associated with the account selected in the case Account Name field.




                You will need to utilize Inserted Suggested Criteria when defining Lookup Filters to be able to utilize this.




                When you define a lookup filter, optionally click Insert Suggested Criteria to choose from a list of lookup filter criteria that Salesforce suggests based on the relationships between objects in your org.




                So in your case you will have a filter on your Household lookup to filter results based on the Neighborhood field and similarly a filter on your Room field to filter results based on the Household field.






                share|improve this answer



























                  2












                  2








                  2







                  Disclaimer: I haven't tried it out myself, but going through the docs, it seems like you can utilize Dependent Lookups here.




                  A dependent lookup is a relationship field with a lookup filter that references fields on the source object. For example, you can configure the case Contact field to only show contacts associated with the account selected in the case Account Name field.




                  You will need to utilize Inserted Suggested Criteria when defining Lookup Filters to be able to utilize this.




                  When you define a lookup filter, optionally click Insert Suggested Criteria to choose from a list of lookup filter criteria that Salesforce suggests based on the relationships between objects in your org.




                  So in your case you will have a filter on your Household lookup to filter results based on the Neighborhood field and similarly a filter on your Room field to filter results based on the Household field.






                  share|improve this answer















                  Disclaimer: I haven't tried it out myself, but going through the docs, it seems like you can utilize Dependent Lookups here.




                  A dependent lookup is a relationship field with a lookup filter that references fields on the source object. For example, you can configure the case Contact field to only show contacts associated with the account selected in the case Account Name field.




                  You will need to utilize Inserted Suggested Criteria when defining Lookup Filters to be able to utilize this.




                  When you define a lookup filter, optionally click Insert Suggested Criteria to choose from a list of lookup filter criteria that Salesforce suggests based on the relationships between objects in your org.




                  So in your case you will have a filter on your Household lookup to filter results based on the Neighborhood field and similarly a filter on your Room field to filter results based on the Household field.







                  share|improve this answer














                  share|improve this answer



                  share|improve this answer








                  edited 1 hour ago

























                  answered 1 hour ago









                  Jayant DasJayant Das

                  19.4k21331




                  19.4k21331























                      1














                      Your House object should have a lookup to a Neighborhood. Your Room object should have a lookup to a House.



                      Then on the Account you can add filters to your House and Room lookup fields as follows:



                      House Lookup Filter that ensures that this house is in the same neighborhood that is specified on the account record
                      House Lookup Filter that ensures that this house is in the same neighborhood that is specified on the account record



                      Room Lookup Filter that ensures this room is in the same house that is specified on the account
                      Room Lookup Filter that ensures this room is in the same house that is specified on the account






                      share|improve this answer










                      New contributor




                      Ayoola Olapo is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
                      Check out our Code of Conduct.
























                        1














                        Your House object should have a lookup to a Neighborhood. Your Room object should have a lookup to a House.



                        Then on the Account you can add filters to your House and Room lookup fields as follows:



                        House Lookup Filter that ensures that this house is in the same neighborhood that is specified on the account record
                        House Lookup Filter that ensures that this house is in the same neighborhood that is specified on the account record



                        Room Lookup Filter that ensures this room is in the same house that is specified on the account
                        Room Lookup Filter that ensures this room is in the same house that is specified on the account






                        share|improve this answer










                        New contributor




                        Ayoola Olapo is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
                        Check out our Code of Conduct.






















                          1












                          1








                          1







                          Your House object should have a lookup to a Neighborhood. Your Room object should have a lookup to a House.



                          Then on the Account you can add filters to your House and Room lookup fields as follows:



                          House Lookup Filter that ensures that this house is in the same neighborhood that is specified on the account record
                          House Lookup Filter that ensures that this house is in the same neighborhood that is specified on the account record



                          Room Lookup Filter that ensures this room is in the same house that is specified on the account
                          Room Lookup Filter that ensures this room is in the same house that is specified on the account






                          share|improve this answer










                          New contributor




                          Ayoola Olapo is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
                          Check out our Code of Conduct.










                          Your House object should have a lookup to a Neighborhood. Your Room object should have a lookup to a House.



                          Then on the Account you can add filters to your House and Room lookup fields as follows:



                          House Lookup Filter that ensures that this house is in the same neighborhood that is specified on the account record
                          House Lookup Filter that ensures that this house is in the same neighborhood that is specified on the account record



                          Room Lookup Filter that ensures this room is in the same house that is specified on the account
                          Room Lookup Filter that ensures this room is in the same house that is specified on the account







                          share|improve this answer










                          New contributor




                          Ayoola Olapo is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
                          Check out our Code of Conduct.









                          share|improve this answer



                          share|improve this answer








                          edited 56 mins ago





















                          New contributor




                          Ayoola Olapo is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
                          Check out our Code of Conduct.









                          answered 1 hour ago









                          Ayoola OlapoAyoola Olapo

                          286




                          286




                          New contributor




                          Ayoola Olapo is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
                          Check out our Code of Conduct.





                          New contributor





                          Ayoola Olapo is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
                          Check out our Code of Conduct.






                          Ayoola Olapo is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
                          Check out our Code of Conduct.



























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