December 2016
Intermediate to advanced
644 pages
11h 51m
English
Content preview from Salesforce CRM - The Definitive Admin Handbook - Fourth EditionBecome an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month,
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Lookup filters
Lookup filters are used to restrict the values and lookup dialog results for Lookup, Master-detail, and Hierarchical relationship fields.
You can specify the restrictions by configuring filter criteria that compare fields and values based on:
- The current record
- The related object (via the Lookup, Master-detail, or Hierarchical field)
- The current user's record, permissions, and role
- The records directly associated to the related object
As an example, you can:
- Restrict the Contact Name field on an Account record to allow only those contacts that have a custom status of active, filtering out inactive contacts
- Restrict the Contact Name field on a case record to allow only those contacts that are associated with the Account record specified ...
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O’Reilly covers everything we've got, with content to help us build a world-class technology community, upgrade the capabilities and competencies of our teams, and improve overall team performance as well as their engagement.Julian F.
I wanted to learn C and C++, but it didn't click for me until I picked up an O'Reilly book. When I went on the O’Reilly platform, I was astonished to find all the books there, plus live events and sandboxes so you could play around with the technology.Addison B.
I’ve been on the O’Reilly platform for more than eight years. I use a couple of learning platforms, but I'm on O'Reilly more than anybody else. When you're there, you start learning. I'm never disappointed.Amir M.
I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.