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Mayank.ms
Lookup filter to display Contacts related to selected Account
Hi Guys,
I want to display only those contacts that are related to the selected account. I have 2 custome lookup field on opportunity object, one is the referrer account and another one is referrer contact. When we select the lookup account and save it then need to display only related contacts. I have created a lookup filter but its not display contacts by default when click on the contact lookup, see the lookup filter as below
Please help on it
Thanks
Hi Kamran,
This is the limitation of Salesforce Standard functionality.
This issue is pending on Idea Exchange.
Maybe the issue will be resolved in few next release
All Answers
Hi Kamran,
Please use Please use Opportunity:Referring Account in first lookup(field).
and use Refeering Contact:AccountId in last lookup.
Thanks for reply. I have tried this but not working. Also tried Referring Contact: Account: Account ID in last lookup
Are you applying this lookup filter on Account lookup field or Contact lookup field?
Please apply the lookup filter on Contact lookup field.
In the screen shot, which you have shared just replace the places of fields you entered.
I have tried my org and its working.
Please let me know if you face any issue.
Yes, I am using it on Contact Lookup field, but blank lookup shows. See the image below
Hi Kamran,
The account which you have selected. Please click on that and then in the related list please click on any contact record.
After that try on Opportunity record to check whether contact record is visible or not.
Yes, that account has contact record. When we search the contact by name then it shows but i want to display by default.
Actually, this is because when you click on Contact look up field. It shows Recently Viewed Records.
Hi Kamran,
Hope this works for you!
Please mark it as a best answer.
If contact look up field shows recently viewed records then how to display by default all the contacts of that account
Hi Kamran,
This is the limitation of Salesforce Standard functionality.
This issue is pending on Idea Exchange.
Maybe the issue will be resolved in few next release
Hope this works for you!
Please mark it as the best answer.