Objects

Question 1

What is a Lookup Filter in Salesforce?

Answer 1

A lookup filter limits which records can be associated within an object relationship.

Question 2

Why use Lookup Filters?

Answer 2

Use lookup filters to enforce data quality and increase usability within object relationships.

Question 3

What are the two types for Lookup Filters in Salesforce?

Answer 3

Required

Optional

Question 4

What are Required Lookup Filters?

Answer 4

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.

Question 5

What are Optional Lookup Filters?

Answer 5

Optional filters will display a warning during search, but will not outright block the record from being saved.