Lookup options, filters, and layouts

The standard lookup UI from Salesforce can be configured to make it easier for users to recognize the correct record to select and filter out those that are not relevant, and, if necessary, prevent them from deleting records that are in use elsewhere in your application, all without writing any code.

Perform the following steps in the package org to try out this process:

  1. Create Tabs for the Driver and Race objects.
  2. Add an Active checkbox field to the Driver Custom Object; ensure that the default is checked.
  1. Create a driver record; for example, LewisHamilton.
  2. From the Season record created in the previous section, create a Race record; for example, Spa.
  3. Associate LewisHamilton with the Spa race via ...

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