Salesforce Lookup Search Using The Custom Fields

This guide will explain how to do a Salesforce Lookup search using the Salesforce Custom Fields, including the Formula (Text) field.

  1. Custom Fields In The Salesforce Object:
  • We have two custom fields (Status__c,Internal_Code__c) in the Salesforce object “Product”, and we want to search records based on those fields in the Salesforce Lookup.
  • If we will simply search in lookup based on these fields, it will not show any results.

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  1. Initial Setup:
  • Drag and drop a “Salesforce Lookup” field onto your form.
  • Rename the field as needed.
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  1. Configuring the “Salesforce Lookup” field:
  • Click the pencil icon of the “Salesforce Lookup” field.
  • Set “Object” as shown below.
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  • Click “Advanced”.
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  • Add the custom fields API names under the “Salesforce Search Field API Name” option.
  • For example, here are the API names of the Picklist and Formula (Text) fields: Status__c,Internal_Code__c
  • Save the changes.
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  1. Test the Form:
  • Search with custom Picklist field (Status__c )value.
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  • Search with Formula Text field (Internal_Code__c) value.
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  1. Records In Salesforce With These Custom Fields:
  • Apple MacBook Pro 14.
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  • Apple MacBook Pro 16.
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