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Lookup filter on publisher action does not return expected results

게시 일자: Jun 11, 2026
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Issue:

A lookup filter field which has been added to a 'record create' publisher action in an object feed does not return the expected results when the controlling field is not on the action layout.

Example Scenario:

  • 'Contact Name' lookup on Case has been filtered to only return Contacts from the related Account.
  • A 'record create' action has been created on Account to create a new Case. The 'Contact Name' field is on the action layout. 'Account Name' is not on the action layout.

Expected Result:

When using the publisher action from an Account to create a new Case, the 'Contact Name' lookup returns only Contacts that have no Account — not Contacts from the working Account.


Why This Occurs (Expected Behavior):

The lookup filter needs to know which Account the new Case will be related to. This information is not available in the UI when the Account Name field is absent from the action layout.

솔루션

To fix this, add the controlling field(s) for the lookup filter to the action layout. For example, add the 'Account Name' field to the action layout so the 'Contact Name' lookup can filter correctly.

Knowledge 기사 번호

000382670

 
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Salesforce Help | Article