Objects Flashcards
1
Q
What is a Lookup Filter in Salesforce?
A
A lookup filter limits which records can be associated within an object relationship.
2
Q
Why use Lookup Filters?
A
Use lookup filters to enforce data quality and increase usability within object relationships.
3
Q
What are the two types for Lookup Filters in Salesforce?
A
Required
Optional
4
Q
What are Required Lookup Filters?
A
Required filters (as shown above) require that data within the target record meet the specified criteria. If criteria is not met, the record cannot be saved.
5
Q
What are Optional Lookup Filters?
A
Optional filters will display a warning during search, but will not outright block the record from being saved.
