Salesforce Product Update: Lookup Filters
Posted by Jay Rivard on Wed, Dec 09, 2009
Lookup filters are administrator settings
on lookup, master-detail, and hierarchical relationship fields that restrict
the valid values and lookup dialog results for the field. The restrictions for
the field are based on criteria such as a field on the lookup object or the user's
profile. If a user manually types an invalid value in the field when editing a
record and clicks Save,
Salesforce.com blocks the save and displays an error message. Administrators
can customize the error message.
Lookup filters improve user productivity
and ensure data quality. For example, restrict the Account
Name lookup field on opportunities to only
allow accounts with a record type of Customer, filtering out Partners and
Competitors. Or, if you have a custom relationship field that references accounts
and your organization has numerous inactive accounts, restrict users to choosing
active accounts only. Each object can have up to five active lookup filters.
Questions on
limitations, best practices and managing the lookup filters? In New England, contact Jay Rivard at (781)
530-3736 x102 or jrivard@harvestsolutions.net.
In Florida, contact Enrique Rairan at (954) 509-3761 or erairan@harvestsolutions.net.