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Hello @Abhinav sirosh, or here simplest way, if relevant and compliant with your use case naturally, could be to fill in this field with a record triggered flow in fast update mode. Eric
I've been doing some testing and created two new custom objects to demonstrate something to colleagues. We've now decided not to use these custom objects, but I can't delete them. I get an error message saying that they are connected to each other. As far as I can see I've removed all fields and records that I'd created as part of the test, are there other steps that I need to follow to remove the relationship?
#Custom Object #Master Detail Relationship #Lookup Relationship
Hi Claire,
If you are using Lightning Experience switch to Classic and then go into Set up. Find the object where the deleted field is located and scroll down to the end of the page. You should then see the deleted fields. Make sure you parentally delete the fields then you should be able to delete the object.
Thanks,
Dinesh
Scenario: I have two record type set up on Program Engagement object. On Program engagement, there are lookup filed : Program Cohort. I want to filter the Program cohort lookup value based on the record type. I can't add lookup filter on the Program Cohort field.
Reason :This Custom Field Definition is managed, meaning that you may only edit certain attributes.
Can anyone please advice and how can I filter the lookup records
Thanks @Heidi Norgaard and @Amey Priolkar for response. I found an alternative solution to my scenario. In flow, I created a record choice set for the Program cohort and filtered it using Id. I used that record choice set in the picklist. Now, I can filter the Program cohort picklist based on my selection.
I have created a new Custom Object called Connections. I want to be able to create a relationship that allows one Connection record to have a relationship with two Account records. For example, we create a Connection record to show that we have introduced Customer 1 to Customer 2. At the moment, I can get this record to show up on Customer 1's record, but not Customer 2.
I have tried two things:
1) Initially I just added two look-up fields to the Connection object, these fields are working, but it only pulls through to Customer 1's Account record
#Many-to-Many Data Relationships #Lookup Relationship #Master Detail Relationship #Custom Object as I explained above
2) I have now set up a Junction Custom Object called OrgToConnections, I have added two Master Relationship fields to link to the Connections and Account objects. I can now see this new Junction Object in the related list, but nothing is pulling through, I feel like there is a step I've missed? Something to activate the Junction Object?
Any help is greatly appreciated.
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Well Im sorry to read about this,, I do think is based on the values there and how are populated.
Anyways there is always more than one way and seems you did find one that suits you at this time
We are using Salesforce DX at our Service Cloud development and when we were trying to create a new package version we received the following error: Knowledge__kav.Parent_Article__c: : Cannot specify 'lookupFilter' for a CustomField of type Lookup for entity Knowledge__kav. After some research we have found out that this is a bug and we need to find a solution how to replace the Lookup relationship field having a lookup filter. Any suggestion how we can do this? Thank you in advance
I have two table:
1. Opportunity: Unique records for each project
2. Opportunity Team: List of team members tagged to a project. Can be more than 1 for a project.
I need to create a values table with unique records for Project information along with all the team members tagged to the project.
I tried left join in the recipe but then the records are getting duplicated due to multiple team members in a team (1-Many relationship).
Is there a way to achieve this? End result should be similar to the screenshot below in Tableau CRM.
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Hi Gopal,
Once your compare table is ready you can drop the column with the count/unique by switching over to Query Mode and remove the count/unique part.
eg: ,count(x) as 'X'/ ,unique(x) as 'X'
this will result in the table you want.
I am creating a new field service object. I have a work order object with a number, then within that work order object I can create a service appointment. The service appointment object has a field Parent Record that shows the work order number associated. On my new object, I am able to select the Service Appt via lookup, what I'd like to have happen is a read only text field below that shows the work order number, name. Any idea how to make this lookup work? Essentially I want the user to select the service appt, then the service appt parent field will look at the work order and send back the work order number....then do again to get the work order account name.
Thank you everyone for your suggestions. I decided this is too difficult for my skill level. I simply added a lookup for the work order number and the user will have to select or type it in....I do have another question related to this but not the same, I'll post in another topic.
Hello!
I have two fields on my lead object which I need to work together. The "Branch" field is a lookup field to a custom object. The "Internal Referrer" field is a lookup field to the User object. I am using Process Builder and attempting to automatically populate the Branch field with the correct lookup value based on the text located in a text field that's present on the User record. Here's an example:
If the text in the "Department" field on my Internal Referrer is "Main Branch," populate the "Branch" field on the lead with the lookup value "Headquarters." (There will be several of these if statements, so I'm assuming I would use the CASE function, but can't figure out how to dictate which field receives the value).
Screenshot for visuals:
Thank you!
Ashley
Hi @Ashley Freiheit,
If you want to update the field that you have shown in the screenshot , then you will have to write an automation logic for same , either in trigger / process builder / flow.
If you want to achieve via formula field you will have to create a new formula field for the same.
I want to make sure a record from the object A having a lookup relationship to object B is not deleted until the lookup record of B is present. How can i do that?
I have a Many-To-Many Relationship built out and I'm trying to compare two records. Each object has a Geolocation field and I want to calculate the distance between those two locations but I'm having trouble accessing the fields from the related records.
Is there a way to grab fields from many-to-many or does it have to be done through lookup-relationships?
#Sales Cloud #Salesforce #AwesomeAdmins #Data Management #Master Detail Relationship #Lookup Relationship
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Hey Liz,
You may need to use a flow for this, but could elaborate on the objects in question.
If you're calculating this on the junction object that is relating these 2 objects, you may be able to retrieve the gelocation details from each object and calculate the distance on the junction record.
Thanks,
Mikey
