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[AppExchange – 123FormBuilder] Lookup fields

By using a lookup field, you can search specific information within a Salesforce object and return the content of a field, a record ID, or an account ID in another object. Let’s say these two objects are Account and Lead.

Part 1 – Creating the Lookup

1. First, go to the Lookup section on the left menu and click Create lookup.

Create lookup

2. Afterward, select the Salesforce object where the search should be made to find a record. In this case, the object will be Lead.

Select object

3. Give a name to your lookup. You might create more than one.

4. The lookup is based on an entry made on the form. So at this point, you have to add a filter and select the form field that will contain the word the search will be made by in Lead.

5. Select an operator.

Operator

6. Find the form field entry in a specific Salesforce field.

7. Select the field that you want to return in the other object (in this example, Account). You can return multiple fields at once.

8. Lastly, save the settings by selecting the Apply Changes button.

Filter lookup

Part 2 – Object Mapping

1. Go to the Object Mapping section and select the object where the field from Leads will be returned, in this case, Account.

2. Select the Salesforce field where the data should be returned and match it with the lookup object you created.

Object mapping lookup result
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2 comments

  1. When you add two different conditions, this stops working. For example, I want to prefill my form with a list of accounts that are either of the type “A” OR type “B”. As soon as you add in the second value, it stops working as a prefill and the field just shows as a blue color. How do you add two conditions and have the prefill still work?

    Reply

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