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Lookup Search in Salesforce Classic

Lookup Search in Salesforce Classic

Lookup fields allow you to associate two records together in a relationship. For example, a contact record includes an account lookup field that associates the contact with its account.

Required Editions

Available in: Salesforce Classic
Available in: All Editions except Database.com

Salesforce Classic has two types of lookup searches.

  • Standard—Searches a limited set of fields for each object, such as the name field. Results are limited to 50 records at a time. You can’t sort, filter, or customize the columns in the results.
  • Enhanced—Searches more fields for each object. Search queries are broken into separate search terms for better results. Enhanced lookups return up to 2,000 of the most relevant records, and you can refine results via sorting and filtering. Requires admin setup.
  • Lookup Search Glossary
    Use this cheat sheet to view what Lookup features are available in Salesforce Classic.
  • Standard and Enhanced Lookups in Salesforce Classic
    Salesforce objects often include lookup fields that allow you to associate two records together in a relationship. For example, a contact record includes an Account lookup field that associates the contact with its account. Lookup fields appear with the search icon on record edit pages. Clicking the icon opens a lookup search dialog that allows you to search for the record that you want to associate with the record you’re editing. There are two main types of lookups: standard and enhanced.
  • Configure Lookup Search Results in Salesforce Classic
    After you’ve defined lookup fields, configure your search settings. Enable enhanced lookups and lookup auto-completion, and start customizing your lookup filter fields.
  • Lookup Search Auto-Completion
    If enabled by your administrator, lookups support auto-complete.
 
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