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Limitations on Lookup Filters
Keep these limitations in mind when working with lookup filters.
- Lookup filter criteria can’t reference these types of fields:
- Relationship fields on activities
- System fields that are always read only, such as Created By and Modified By
- Relationship fields that support queues, such as Case Owner and Lead Owner
- Each object can have up to five active required lookup filters. In Salesforce Classic, you can also have an unlimited number of optional lookup filters. If you reach the limit of required lookup filters, create optional filters. When a user saves a record, use validation rules to enforce your business rule. In Lightning Experience, all lookup filters are required.
- Lookup filters aren’t available for external lookup relationship fields.
- Lookup filters on currency fields don't convert currencies. For example, your organization uses multiple currencies and there’s lookup filter criteria Expected Revenue greater than 100000. The lookup shows all records with an Expected Revenue field value greater than 100,000, regardless of the currency.
- You can’t use special date values, such as “Today” or “This Month,” in lookup filter criteria.
- You can’t delete fields that are referenced in an active lookup filter.
- You can’t change the field type of fields referenced by an active lookup filter.
- You can add up to 10 criteria rows in a lookup filter.
- Lookup filter criteria can’t reference these types of fields on the source object:
- Autonumber
- Encrypted
- Formula
Note Formula fields containing "$USER", "$USERROLE", "$PROFILE", or "$SOURCE" are supported. - GeoLocation
- Long text area
- Multi-select picklist
- Phone
- Roll-up summary
- Text
- Text (Encrypted)
- Text area (Rich)
- Text area (Long)
- Time
- URL
- Lookup auto-completion doesn’t work for user lookups with other dropdown lists. Auto-completion is primarily for organizations that have set up either a partner portal or customer portal.
- In enhanced list views, you can’t change fields that dependent lookup filter criteria reference.
- Lookup filters don’t support mass owner changes. If your lookup filter criteria reference the Owner field, performing a mass owner change can result in incorrect values. The incorrect values aren’t noticeable until you try to save the record.
- If a formula references global merge fields that the lookup filter doesn’t support, the lookup filter can’t reference the formula.
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Lookup filter criteria on Account Name
only apply to business accounts, not person accounts. For example, your
lookup filter criteria is
Account Name does not contain book. Business accounts with “book” in the name, such as John’s Bookstore, aren’t valid. Person accounts with “book” in the name, such as John Booker, are valid. The person accounts show in the lookup dialog for the Account field. If you must filter on the name for a person account, use the First Name or Last Name fields instead. - Lookup filters aren't available for the standard Product field when you create an OderItem object.
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