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Topics#Data ManagementFrage von Richard Harris
Richard Harris (Omron) fragte in #Data Management
23. Nov. 2013, 00:21

I have acounts which are actually distributors.

I want to relate these accounts to other accountsd in a lookup field picklist. Is there a way to select some records for one user but a different subset of records for another user based on a user parameter?

 

For example i want My Mexico users to only see Mexico distributors, but Us users to see Us distributors etc.
1 Antwort
  1. Arijit Majee (Snowflake Inc)
    23. Nov. 2013, 04:58
    Hello Richard,

     

    you can user lookup filter for this.

     

    https://na1.salesforce.com/help/pdfs/en/salesforce_filtered_lookups_cheatsheet.pdf

     

    Your lookup filter criteria might reference a field that users often leave blank. You can design your lookup filter criteria to accept blank values by using the Add Filter Logic in the filter criteria to create an OR condition. For example, if you have a Partner Contact custom field on opportunities, restrict the field to only allow contacts that are associated to an account with a Partner Account record type, or private contacts not associated with any account.

     

    Filter Criteria

     

    Partner Contact: Account: Account Record Type equals value Partner Account

     

    Partner Contact: Account: Account Name equals value

     

    Filter Logic

     

    1 OR 2

     

    Custom Error Message

     

    The partner contact must be associated with a partner account, or must be a private contact.

     

    Lookup Window Text

     

    Search results only display contacts from partner accounts or your private contacts.

     

    https://help.salesforce.com/HTViewHelpDoc?id=fields_lookup_filters_examples.htm&language=en_US
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