Apex Code Development You need to sign in to do that
Don't have an account?
Internal Partner Unable to filter Name lookup field on Task in order to show Contacts to the account on an Opportunity record
Hi all,
Saying you are on an Opportunity record. The account is "Acme". You want to create a task on the Opportunity. On the Task there is the Name field (type lookup) which shows all Contacts no matter if they belong or don't to the Opportunity account.
I know there is no possibility to add a lookup filter to the Name field in order to show only the Contacts to the Opportunity account.
Is there any workaround this can be made in Salesforce? Lightning component? Visualforce?
I would appreciate your responses.
Saying you are on an Opportunity record. The account is "Acme". You want to create a task on the Opportunity. On the Task there is the Name field (type lookup) which shows all Contacts no matter if they belong or don't to the Opportunity account.
I know there is no possibility to add a lookup filter to the Name field in order to show only the Contacts to the Opportunity account.
Is there any workaround this can be made in Salesforce? Lightning component? Visualforce?
I would appreciate your responses.
I hope below links can help you to override the standard lookup functionality.
https://blog.jeffdouglas.com/2011/08/12/roll-your-own-salesforce-lookup-popup-window/
https://salesforce.stackexchange.com/questions/40556/how-to-override-lookup-icon-in-standard-page-layout
http://bobbuzzard.blogspot.com/2010/09/visualforce-lookup.html
Let me know if you have any confusion..
Kindly mark this as solved if the reply was helpful.
Thanks,
Murali