How to create a custom lookup in Salesforce?
To create a custom lookup in Salesforce you need to follow below given steps.
- From Setup, click the object manager tab
- Click case, then click Fields & Relationships.
- Click Contact Name, then click Edit.
- In the Lookup Filter section, click Show Filter Settings.
- Click the lookup icon and choose Contact Name, then Account ID, then click Insert.
- Choose equals as the operator.
- In the Value/Fields menu, select Field.
- Click the lookup icon and choose Case, then Account ID, then click Insert.
- Ensure the Required radio button and the Active checkbox are selected.
- Click Save.
BY Best Interview Question ON 23 Mar 2019