Salesforce Features

Custom Lookup Fields

Servletimageserver_72 Lookup fields in Salesforce (indicated by a clickable magnifying glass icon) allow users to select from a list to ensure that data is accurate and consistent and that related records are properly connected to each other. Certain fields are lookup fields by default in standard Salesforce objects, and with the Winter ’06 release, administrators can further improve data integrity with the ability to add their own custom lookup fields. For example, you might use a lookup field rather than a text field for the entry of country information to ensure consistency in contact addresses.

This feature is available across all editions.

Training and Documentation

Application Quick Links

Feature Details

  • Lookup Fields on Standard Tabs: Lookup fields are a great way to ensure that users enter accurate data. In Winter ’06, administrators can add their own custom lookup fields to standard tabs.
  • Standard Objects on Custom Tabs: Also in Winter ’06, standard objects can be added as related lists on custom tabs.
  • More Custom Relationships: With Winter ’06, companies can create up to 25 custom relationships per object, allowing the creation of virtually any data model you can imagine.

2 Comments

Ben Schaffhausen
September 29

Can I then add a lookup field to a standard object from a standard object? In particular, on Cases to lookup a Contract.

A Case relates to 0..1 Contracts. A Contract will reference 0..N Cases.

When I try to add this lookup field to a case, it only allows me to select Custom Objects- not Standard ones.

Jamie
September 29

This is not supported as of yet, but something our product management team is thinking about for the coming year.