Skip to main content

#Lookup Relationships토론 중인 항목 2개

Darla Krusee (The Standard BSA) 님이 #Save에 질문했습니다

Hi Everyone,  

 

I have one user that has reported a variety of issues in Salesforce starting Monday of this week. We're in a large org and only this one user appears to be experiencing these issues. I'd consider the user to be a super user so they are very familiar with how things should function.  

 

  • Various components on the page are loading at different speeds - doesn't seem to be object and/or record type specific and it could be in the layout, quick actions, the Activity feed, etc. 
  • Search isn't working for lookup fields. 
  • The Save button isn't available on some records when they are open to edit - and if the Save button isn't available, the user then gets a popup asking if they want to save changes when they leave the page. This is very random, they can open 3 records of the same type and 2 will have the Save button while the 3rd doesn't

 

What We've Tried:

  • Happens in both Chrome and Edge (but Chrome seems worse) - we've confirmed we both have the same version of Chrome.
  • It doesn't appear to be wifi related - they're not having issues with other apps or tools.
  • They've restarted their router.
  • They've restarted their computer multiple times. 

Any idea what's causing this, or better yet, how to solve it? 

 

Thanks! 

 

 

#Save  #Load Times  #Lookup Relationships

답변 1개
  1. 8월 27일 오전 5:45

    These symptoms — random missing Save button, broken lookup search, components loading unevenly, for one user in a large org — are almost always client-side, not Salesforce. Server-side problems hit everyone. Work it in this order: 

     

    1) Open Salesforce in an Incognito/Private window (extensions off by default). If it behaves there, you've found it — a browser extension or corrupted cache. 

    2) Disable browser extensions one at a time. Ad blockers, Grammarly, password managers and security/VPN extensions are the classic cause of missing Save buttons and dead lookup search — they inject into or block parts of the Lightning DOM. 

    3) Clear cache and cookies for the Salesforce domain (a corrupted cached resource makes components load partially). 

    4) Try the same login on a different browser or machine. If the trouble stays behind, it's the device/profile; if it follows the user, look at their account settings. 

    5) Since it started Monday, check whether IT pushed a browser update, a new security extension, or a proxy/network change to that machine — a throttling proxy also explains the staggered loads and failed lookup searches. 

     

    Start with the Incognito test — it isolates extension-vs-cache in about 30 seconds. 

     

    if this helps, please mark it as the Best Answer so it helps the next person — thanks 🙂

0/9000
0/9000
댓글 1개
  1. 2024년 3월 18일 오전 9:14

    check whether you have added the employee field in page layout.

0/9000
답변 2개
  1. 2024년 2월 28일 오후 5:36

    Step 1: Create Lookup Relationship Field on Product 

    Step 2: Apex Script to Create Leads and Products 

    // Apex script to create Leads and Products and associate them

     

    List<Lead> leadsToInsert = new List<Lead>{

        new Lead(LastName='Doe', Company='Doe Inc.'),

        new Lead(LastName='Smith', Company='Smith LLC'),

        new Lead(LastName='Johnson', Company='Johnson Corp.')

    };

     

    insert leadsToInsert; // Inserting the Leads

     

    // Assuming the Leads are inserted and we have their IDs, create Products and associate them

    List<Product2> productsToInsert = new List<Product2>{

        new Product2(Name='Product A', Related_Lead__c=leadsToInsert[0].Id),

        new Product2(Name='Product B', Related_Lead__c=leadsToInsert[0].Id),

        new Product2(Name='Product C', Related_Lead__c=leadsToInsert[1].Id),

        new Product2(Name='Product D', Related_Lead__c=leadsToInsert[1].Id),

        new Product2(Name='Product E', Related_Lead__c=leadsToInsert[2].Id)

    };

     

    insert productsToInsert; // Inserting the Products

0/9000

I have created an LWC component which uses record-edit from. I have added this component in Aura App and called this aura app in VF page. Ihave called this vf page in list view button.

Now through this list view button is placed on opportunity page. In desktop mode i am able to use look fields ie. related account to an opportunity and create new records. But in salesforce mobile app, i am unable to use lookup filed ie related account in opportunity while creating new records using this list view button. So is lookup field not supported in salesforce mobile? Or is there any alternative.

#Salesforce_Mobile_App #Lookup Relationships

 

#Mobile Application Salesforce #Salesforce 

답변 1개
  1. Manoj Nambirajan (Dell Technologies) Forum Ambassador
    2024년 2월 16일 오전 7:20
0/9000

I'm building an app for a youth camp, so there are children, parents, teachers, volunteers, staff members and others involved.

Is it best practice to use the contacts object only with multiple record types or a separate object for each type of person?

If I use a separate object for each, which type of relationship should I house in the Contacts object? Or do I just pick one and it doesn't matter?

#Data #Best Practices #Lookup Relationships #Fields & Relationships
답변 5개
  1. Ajaypreet Singh Saini (Grantbook) Forum Ambassador
    2024년 2월 18일 오전 1:58

    Hey @Tom Rawling, I agree with Andrew.

    You should use the just contact with no separate record types for different relationships.

     

    You can use either picklist field as Andrew mentioned above or you can create a custom relationship object that will be related to the Contact object so that you can store the relationships there.

    This model is already utilized by Non-profit Success Pack (in the non-profit space) and here is the entity diagram to see the relationship between those 2 objects:

    https://architect.salesforce.com/1/asset/immutable/s/30bce1c/assets/images/data-models/nonprofit-success-pack-data-model.png

0/9000
Dominica Lau (Shezza) 님이 #Trailhead Challenges에 질문했습니다

I'm doing some practice tests for my admin exam and am a bit confused about the lookup field.

 

One record is "student" and the other is "enrollment". For every student account, there can be various enrollment records.

 

Which record do I create the lookup field on to track enrollment for each student?

 

I selected: Enrollment lookup field on Account, but the correct answer is Account lookup field on Enrollment.

 

Can someone explain how I know which record to put it on? Thank you!

 

#Trailhead Challenges  #Lookup Relationships  #Fields & Relationships

답변 2개
  1. Eric Praud (Activ8 Solar Energies) Forum Ambassador
    2024년 2월 15일 오전 10:41

    Hi Domenika,

     

    The lookup should then be on Enrollment.

    Think of it as a one-to-many. One being the Student and many being the enrollments since 1 student can have many enrollments against them

    The many is always where the lookup goes, so you can now enter the name of the same (one) student on multiple (many) enrollments

0/9000

Hi Team,

I'm creating a new lookup field but I encountered this error:

Cannot create new relationship. Each object can have no more than 40 custom relationships, including Master-Detail and Lookup relationships.

 

but we only have 39 lookup fields and do not have any Master-Detail relationship .

Many thanks for your advice!

댓글 6개
  1. 2021년 7월 2일 오후 6:33

    Did you try deleting them from your recycle bin as well? You may aslo have to ask SFSupport to delete them for you.

0/9000

Hey All! I have a question that I'm hoping someone could help with...

 

In Classic, when we created custom object records from related Contacts or Accounts, it would automatically fill in that Account (from Account record),  or Account and Contact (from Contact record). In Lightning, this does not happen. Is there a way that it needs to be set up, or do I need to look into creating a trigger to do so ahead of time?

댓글 1개
  1. 2020년 6월 18일 오후 10:14
    Going from classic to lightening I had issues with this; however you could trying updating the field to be formula to populate the related Account.
0/9000
Jani Ruohomaa (Fluido Lead Architect) 님이 Salesforce DX에 글을 올렸습니다

Does anyone how to export / import lookup relationships with sfdx cli ?

I have successfully exported / imported account and contacts since they are in MD relationship but how do I export a lookup relationship

 

I am using sfdx force:data:tree:export and sfdx force:data:tree:import with the plan option

In the SOQL if I have SELECT Account__c FROM XXX I get in the export

Reference Account not found for Account__c.  Skipping record undefined

 

If I have Account__r.Id in the export, the export works but in the import I get

{"statusCode":"INVALID_FIELD","message":"Cannot reference a foreign key field Account__r.","fields":[]}

same error if I use an external field

 

Account__c is a lookup field and the accounts are already imported to the org

 

Exporting / Importing MD relationships works find

댓글 3개
  1. 2020년 4월 29일 오후 2:28
    Thanks, I will give the npm package a try. I find it quite remarkably that a normal lookup relationship with dot notation does not work in the standard cli.
0/9000