Create lookup field that can relate to two types of objects
I have a custom object, that I would like to relate to the built-in Accounts and Opportunities objects. Sometimes this custom object can be related to an Account, sometimes it can be related to an Opportunity.
I want to have a field on my custom object, that states what the record is related to. (So basically a "Related To" field, like the Event object already has.)
Can this be achieved?
custom-object lookup custom-field related-list relationships
asked Mar 10 at 13:17
LaureantLaureant
1306
add a comment |
I have a custom object, that I would like to relate to the built-in Accounts and Opportunities objects. Sometimes this custom object can be related to an Account, sometimes it can be related to an Opportunity.
I want to have a field on my custom object, that states what the record is related to. (So basically a "Related To" field, like the Event object already has.)
Can this be achieved?
custom-object lookup custom-field related-list relationships
asked Mar 10 at 13:17
LaureantLaureant
1306
add a comment |
I have a custom object, that I would like to relate to the built-in Accounts and Opportunities objects. Sometimes this custom object can be related to an Account, sometimes it can be related to an Opportunity.
I want to have a field on my custom object, that states what the record is related to. (So basically a "Related To" field, like the Event object already has.)
Can this be achieved?
custom-object lookup custom-field related-list relationships
asked Mar 10 at 13:17
LaureantLaureant
1306
I have a custom object, that I would like to relate to the built-in Accounts and Opportunities objects. Sometimes this custom object can be related to an Account, sometimes it can be related to an Opportunity.
I want to have a field on my custom object, that states what the record is related to. (So basically a "Related To" field, like the Event object already has.)
Can this be achieved?
custom-object lookup custom-field related-list relationships
custom-object lookup custom-field related-list relationships
asked Mar 10 at 13:17
LaureantLaureant
1306
asked Mar 10 at 13:17
LaureantLaureant
1306
asked Mar 10 at 13:17
LaureantLaureant
1306
asked Mar 10 at 13:17
LaureantLaureant
1306
asked Mar 10 at 13:17
LaureantLaureant
1306
1306
add a comment |
add a comment |
1 Answer
1
active
oldest
votes
You cannot create your own polymorphic lookups in Salesforce. You would need to create two separate lookup fields, one to Account and one to Opportunity.
You can then, if you wish, use formula fields to pull in data from whichever lookup is populated. However, you will not be able to achieve the same look and feel as the native Related To or Name polymorphic lookups.
answered Mar 10 at 13:19
David ReedDavid Reed
37.4k82256
Thank you David Reed for the really fast answer!
– Laureant
Mar 10 at 13:22
1
@Laureant related idea: success.salesforce.com/ideaview?id=08730000000BqzBAAS
– sfdcfox
Mar 10 at 13:28
add a comment |
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1 Answer
1
active
oldest
votes
1 Answer
1
active
oldest
votes
active
oldest
votes
active
oldest
votes
You cannot create your own polymorphic lookups in Salesforce. You would need to create two separate lookup fields, one to Account and one to Opportunity.
You can then, if you wish, use formula fields to pull in data from whichever lookup is populated. However, you will not be able to achieve the same look and feel as the native Related To or Name polymorphic lookups.
answered Mar 10 at 13:19
David ReedDavid Reed
37.4k82256
Thank you David Reed for the really fast answer!
– Laureant
Mar 10 at 13:22
1
@Laureant related idea: success.salesforce.com/ideaview?id=08730000000BqzBAAS
– sfdcfox
Mar 10 at 13:28
add a comment |
You cannot create your own polymorphic lookups in Salesforce. You would need to create two separate lookup fields, one to Account and one to Opportunity.
You can then, if you wish, use formula fields to pull in data from whichever lookup is populated. However, you will not be able to achieve the same look and feel as the native Related To or Name polymorphic lookups.
answered Mar 10 at 13:19
David ReedDavid Reed
37.4k82256
Thank you David Reed for the really fast answer!
– Laureant
Mar 10 at 13:22
1
@Laureant related idea: success.salesforce.com/ideaview?id=08730000000BqzBAAS
– sfdcfox
Mar 10 at 13:28
add a comment |
You cannot create your own polymorphic lookups in Salesforce. You would need to create two separate lookup fields, one to Account and one to Opportunity.
You can then, if you wish, use formula fields to pull in data from whichever lookup is populated. However, you will not be able to achieve the same look and feel as the native Related To or Name polymorphic lookups.
answered Mar 10 at 13:19
David ReedDavid Reed
37.4k82256
You cannot create your own polymorphic lookups in Salesforce. You would need to create two separate lookup fields, one to Account and one to Opportunity.
You can then, if you wish, use formula fields to pull in data from whichever lookup is populated. However, you will not be able to achieve the same look and feel as the native Related To or Name polymorphic lookups.
answered Mar 10 at 13:19
David ReedDavid Reed
37.4k82256
answered Mar 10 at 13:19
David ReedDavid Reed
37.4k82256
answered Mar 10 at 13:19
David ReedDavid Reed
37.4k82256
answered Mar 10 at 13:19
David ReedDavid Reed
37.4k82256
37.4k82256
Thank you David Reed for the really fast answer!
– Laureant
Mar 10 at 13:22
1
@Laureant related idea: success.salesforce.com/ideaview?id=08730000000BqzBAAS
– sfdcfox
Mar 10 at 13:28
add a comment |
Thank you David Reed for the really fast answer!
– Laureant
Mar 10 at 13:22
1
@Laureant related idea: success.salesforce.com/ideaview?id=08730000000BqzBAAS
– sfdcfox
Mar 10 at 13:28
Thank you David Reed for the really fast answer!
– Laureant
Mar 10 at 13:22
Thank you David Reed for the really fast answer!
– Laureant
Mar 10 at 13:22
1
1
@Laureant related idea: success.salesforce.com/ideaview?id=08730000000BqzBAAS
– sfdcfox
Mar 10 at 13:28
@Laureant related idea: success.salesforce.com/ideaview?id=08730000000BqzBAAS
– sfdcfox
Mar 10 at 13:28
add a comment |
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