What is dependent lookup?

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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.

What is related lookup filter?

Introduction. Lookup filters limit the records available in the lookup. A lookup filter can reference other fields on the same record (source); fields on the records of the lookup object (target); fields on the user's record, profile, and role; and fields on records directly related to the target object.

Why do we use lookup relationship?

A lookup relationship essentially links two objects together so that you can “look up” one object from the related items on another object. Lookup relationships can be one-to-one or one-to-many. The Account to Contact relationship is one-to-many because a single account can have many related contacts.

What are lookup fields in Salesforce?

In Salesforce, lookup fields allow users to associate two records together in a relationship. For example, a user can associate a contact record to an account record using the Account Name lookup field. When users edit a lookup field, they need to find the right record to associate.

How do I create a self relationship in Salesforce?

Create a Self Relationship with the Position Object
  1. From Setup, click Object Manager.
  2. Click Position.
  3. Click Fields & Relationships, then New.
  4. Select Lookup Relationship as the Data Type.
  5. Click Next.
  6. In the Related To picklist, select Position.
  7. Click Next.
  8. Change the Field Label to Related Position .
Create a Self Relationship with the Position Object
  1. From Setup, click Object Manager.
  2. Click Position.
  3. Click Fields & Relationships, then New.
  4. Select Lookup Relationship as the Data Type.
  5. Click Next.
  6. In the Related To picklist, select Position.
  7. Click Next.
  8. Change the Field Label to Related Position .

How do I create a lookup filter?

Create a custom field with a lookup filter.
  1. From Setup, click the Object Manager tab.
  2. Click Case, then click Fields & Relationships.
  3. Click Contact Name, then click Edit.
  4. In the Lookup Filter section, click Show Filter Settings.
  5. Click the lookup icon. …
  6. Choose equals as the operator.
  7. In the Value/Field menu, select Field.
Create a custom field with a lookup filter.
  1. From Setup, click the Object Manager tab.
  2. Click Case, then click Fields & Relationships.
  3. Click Contact Name, then click Edit.
  4. In the Lookup Filter section, click Show Filter Settings.
  5. Click the lookup icon. …
  6. Choose equals as the operator.
  7. In the Value/Field menu, select Field.

How do I create a master object in Salesforce?

Create a Master-Detail Relationship
  1. On the Object Manager page for the custom object, click Fields & Relationships.
  2. Click New.
  3. Select Master-Detail Relationship and click Next.
  4. For Related To, choose Property.
  5. Click Next.
  6. For Field Name, enter Property and click Next.
  7. Click Next, Next, and Save.
Create a Master-Detail Relationship
  1. On the Object Manager page for the custom object, click Fields & Relationships.
  2. Click New.
  3. Select Master-Detail Relationship and click Next.
  4. For Related To, choose Property.
  5. Click Next.
  6. For Field Name, enter Property and click Next.
  7. Click Next, Next, and Save.

How do I create a search layout in Salesforce lightning?

Lightning: Click on Setup | Object Manager | Select your desired object | Search layout | Edit Search layout | Add the fields from “Available box to Selected box” and click on Save button. For more details see Customize Search Layouts.

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How do you create a relationship search?

Create a Lookup Relationship
  1. From Setup, go to Object Manager | Favorite.
  2. On the sidebar, click Fields & Relationships.
  3. Click New.
  4. Choose Lookup Relationship and click Next.
  5. For Related To, choose Contact. …
  6. Click Next.
  7. For Field Name, enter Contact, then click Next.
  8. Click Next, Next, and Save.
Create a Lookup Relationship
  1. From Setup, go to Object Manager | Favorite.
  2. On the sidebar, click Fields & Relationships.
  3. Click New.
  4. Choose Lookup Relationship and click Next.
  5. For Related To, choose Contact. …
  6. Click Next.
  7. For Field Name, enter Contact, then click Next.
  8. Click Next, Next, and Save.

What is page layout in Salesforce?

Page layouts control the layout and organization of buttons, fields, s-controls, Visualforce, custom links, and related lists on object record pages. They also help determine which fields are visible, read only, and required. Use page layouts to customize the content of record pages for your users.

How do I find Recycle Bin records in Salesforce?

View Items in the Recycle Bin

Choose My Recycle from the dropdown list to view just the items you deleted. Admins and users with the “Modify All Data” permission can choose All Recycle Bin to view all data that has been deleted for the entire org.

What is a master detail relationship Salesforce?

Master-Detail Relationship in Salesforce is a parent-child relationship in which the master object controls certain behaviors of the detail object. When a record of the master object is deleted, its related detail records are also deleted.

What is MDR in Salesforce?

Advertisements. Unlike the relationships in relational database, the relationships in Salesforce are not through Primary and Foreign Keys. The relationships are maintained by using the Relationship Fields. It is a custom field which links one object record to another.

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How do I add a list button in Salesforce?

All Answers
  1. From Setup, click Object Manager, then click Lead.
  2. Click Buttons, Links, and Actions, then New Button or Link.
  3. Name the button.
  4. Select List Button.
  5. Content Source: Visualforce.
  6. Select your visualforce page. The visualforce page should use the object’s standard controller. …
  7. Add button to the layout:
All Answers
  1. From Setup, click Object Manager, then click Lead.
  2. Click Buttons, Links, and Actions, then New Button or Link.
  3. Name the button.
  4. Select List Button.
  5. Content Source: Visualforce.
  6. Select your visualforce page. The visualforce page should use the object’s standard controller. …
  7. Add button to the layout:

How do I add a list view in Salesforce?

Create a Custom List View in Salesforce Classic
  1. Click Create New View at the top of any list page or in the Views section of any tab home page. …
  2. Enter the view name. …
  3. Enter a unique view name. …
  4. Specify your filter criteria. …
  5. Select the fields you want to display on the list view. …
  6. Click Save.
Create a Custom List View in Salesforce Classic
  1. Click Create New View at the top of any list page or in the Views section of any tab home page. …
  2. Enter the view name. …
  3. Enter a unique view name. …
  4. Specify your filter criteria. …
  5. Select the fields you want to display on the list view. …
  6. Click Save.

How do I add a foreign key to a table in access?

Drag a field (typically the primary key) from one table to the common field (the foreign key) in the other table. To drag multiple fields, press the CTRL key, click each field, and then drag them. The Edit Relationships dialog box appears.

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How do I enable data integrity in access?

Enforce Referential Integrity
  1. Click the Database Tools tab.
  2. Click the Relationships button. …
  3. Click the Show Table button and add tables to the Relationships window.
  4. Click the related field in the first table and drag it to the related field in the second table.
  5. Check the Enforce Referential Integrity option.
Enforce Referential Integrity
  1. Click the Database Tools tab.
  2. Click the Relationships button. …
  3. Click the Show Table button and add tables to the Relationships window.
  4. Click the related field in the first table and drag it to the related field in the second table.
  5. Check the Enforce Referential Integrity option.

How do I make a record type read only?

We can Achieve this by using workflows rules. First create a new record type as a “Rean only”, it has only read only permission to all profiles . next create workflow on status field. if “status” is changed to “Closed” we can update the record type field.

How do I create a record type in Salesforce?

Create Record Types
  1. From Setup, click Object Manager and select Account.
  2. Select Record Types, click New, and fill in the details. …
  3. In the Make Available column header, deselect the checkbox.
  4. In the Make Available column, select these profiles. …
  5. Click Next.
Create Record Types
  1. From Setup, click Object Manager and select Account.
  2. Select Record Types, click New, and fill in the details. …
  3. In the Make Available column header, deselect the checkbox.
  4. In the Make Available column, select these profiles. …
  5. Click Next.

How do I delete a record in SOQL query?

1) Using the Delete Button

The first type of Delete SOQL Query is deleting a single record on Salesforce is pretty straightforward, all you have to do is go to the record you want to delete and click on the standard Delete button. Upon clicking on it, the record will be deleted and sent to your recycle bin.

How do I undelete in Salesforce?

To restore all deleted items, check the box in the column header and then click Undelete. When you undelete a record, Salesforce restores the record associations for the following types of relationships: Parent accounts (as specified in the Parent Account field on an account)

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