Salesforce Lookup Relationship - Salesforce

What is Salesforce Lookup Relationship?

A Lookup relationship includes finding value of a field built on the value in another field in another object. It is typically used in the case of usually shared data between two objects.

Example

In the courier company, we have a delivery location which necessarily be connected to a delivery schedule. So we have a field "DeliverySchedule" in the object Delivery location that looks up for values from the other custom Object named "Delivery Schedule". Let us now realize the steps to create such a lookup relation.

Step 1

Initially, we recognize the objects and the fields which require to have the relationship. In our instance, these two objects are Delivery Schedule and Delivery Location.

Step 2

Make a Custom Object named DeliveryLocation as we did in the preceding chapter. In it, go to the tab fields and relationships. Click New → Custom Filed → Lookup Relationship. Select the field type as lookup field and enter the particulars as shown below.

lookup_1

Step 3

You can prove the lookup relationship formed by going to the schema builder and selecting the two objects for display.

lookup_final

All rights reserved © 2018 Wisdom IT Services India Pvt. Ltd DMCA.com Protection Status

Salesforce Topics