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Erin Ross Lookup filter relationship for Custom Object
I have created a custom formula field on the lead page to display the Salesforce Lead ID. I also created a custom object called "EnCompass Volume." I want the lookup field to be the lead id. I am now looking for a way to have the "Salesforce Lead ID" field from the lead page layout be the lookup information on my custom object instead of the name of the lead account. Is this possible?
Hey Erin Ross, You cannot look up to a custom field on the Lead from your EnCompass Volume custom object. If you are looking to have the Lead ID to be shown on the page layout of your custom object, you can do this by having a formula field to return the Lead ID after establishing a look up to the lead from custom object.