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.
2. Afterward, select the Salesforce object where the search should be made to find a record. In this case, the object will be Lead.
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.
6. Find the form field entry in a specific Salesforce field.
7. You can add multiple filters by clicking on Add new filter. By default, between the two filters, the AND logic operator is chosen, but you can change it to OR.
Note: currently the AND/OR logic operators are exclusive -> if AND operator is chosen, all the logic operators between the filters are set to AND. If you change one logic operator to OR, all of them will be changed to OR automatically. We are currently working on bringing improvements to this area by allowing you to set up multiple filters with AND and OR logic operators combined.
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.
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.