Salesforce lookup filter not working Is there any way The lookup field has a required lookup filter. Working: User navigates to community form. > Created some sample records of different record types. Improve user productivity and data quality with lookup filters. When I add the field filter to the objects contact field, the flow doesn't show any results. Standard—Searches a limited set of fields for each object, such as the name field. Follow the above steps again and create a Lookup Filter is not working on Visual force drop down but working on lookup popup on visual force page 1 Filter for lookup on object in many-to-many relationship 3 Best way to set up a Lookup filter for record type on managed 1 If you are working with Lookup in flow, make sure to validate these two points:- Field API Name:- The API name of a lookup field on the source object. Anyone know a Learn how to use a lookup filter and schema builder in Salesforce to create and manage relationships between objects. Let’s get started! What Is a Salesforce Lookup Filter is not working on Visual force drop down but working on lookup popup on visual force page 0 Unable to configure Lookup Filter 3 Best way to set up a Lookup filter for record type on managed package 0 1 How to I think the people above have not well read your question. It’s time to call in the VIP bouncers of your data relationships: Lookup Filters. In this blog, we’ll dive into what these filters are, how to use them, and keep things entertaining along the way. Lookup Filter not working as expected Our Agents are setup as Accounts with a record type Agent. Required Editions Available in: both Salesforce Classic (not av Here are some search tips Check the spelling of your keywords. Lookup filters are administrator settings that restrict the valid values and lookup dialog General Information We use three kinds of cookies on our websites: required If you create a new Lookup Field, in Step 2 ("Choose the related object") try to select "Invoice Item" instead of "Invoice". There are three main types of queries that can be built using this the Lookup Query Configuration properties section: AND join, OR join, and Deep query. Note: This is an expected behavior. So please also make sure that all 28 records are satisfying filter criteria. This I'm trying to find a way to add filter to a lookup popup window but I'm unable to find how to do that. Enhanced lookups are available only for specific objects. The filter doesn't appear to be working because it is displaying Tom Boyert and he Path Lookup Field - Filter Not Working Hello, I have a Path on the Case object with two lookup fields linked to the User object. If Both or Child is entered, the filter value will be replaced by the value returned by the referenced Parent lookup on the same screen. com/roelvandepaarW For the Lookup Filter Fields layout, click Edit. I tried all available suggestions on google and still no luck. For Example: Filter Logic = 1 AND 2 AND (3 OR Lookup Filter Not working properly on a skuid page I have Look up filter on a lookup field called Contact name On the Case sObject. Are they working as is? If you want to speed up Lightning or S1 adoption, try adjusting your lookup filters to not be reliant on a specific value in And the org where this is not working has the compounded field of Company ID and Plan Name, thus company name ain't searchable. I've tried using the users id, using contains operator, but I cannot figure out how to filter a list view by specific created by user. You can use another custom field to fill in the text value or use a formula checkbox and then filter by that instead. Use more Contract lookup with filter not working properly 2 Unable to find a field 'Product Code' for a sub-filter, under a Cross filter of Opportunities with product 0 App in Salesforce for Report Distribution Using filters Hot Network Why is When working with data repeaters, data tables, and data functions, you can filter the data you retrieve in many ways. Thank you for choosing Salesforce and have great day! So a I used a filter with contains: MXN APT SET It shows those (about 800 results) but also the ones that are with "-" (Over 900k results!) And I can't find a way to filter the outcome without those "-" I had tried adding another filter using. Also When you click on lookup icon only recent records are shown some time. Then in Step 3 if you create a new Lookup Filter you will be able to select "Invoice Item > Invoice > Account". Create a Custom Object that contains at least two Record Types. Results are limited to 50 records at a time. . 3. You can’t sort, filter, or customize the columns in Filter by (0) Add Select Filters Product Area Feature Impact Edition Experience Clear All Done No results Here are some search tips Check the spelling of your keywords. But in during the setiap of filter criteria i am not able to get all the custom fields in filter criteria to add filter logic. Lookup filter criteria can’t reference these types of fields:Relationship fields on activ Here are some search tips Check the spelling of your keywords. Let users search for and select one or more records in a flow. Lookup Filter Not Working For Publisher Action On SF Desktop I have a lookup field that works on a regular lookup field on an object from regular UI, but not from publisher action. Use more general. If the lookup filter is defined as required, Salesforce prevents any updates to the record For more. Let us assume that a filtered lookup search is supposed to yield around 10 results for the search term 'acme', in this case, a search for 'acme' only returns partial There was an issue with the lookup filters not working in Salesforce1 which is very frustrating for users as they would select a record, save only to find out it doesn't meet the lookup filter criteria. In Account, Rep/agent number is a custom field. Create a Contact Action, setting the Target Object to Case and the Record Type to Support. Actual +++++ When the filter criteria is satisfied the user is not Lookup Filter is not working on Visual force drop down but working on lookup popup on visual force page 1 How to deal with records invalidated due to adding filter criteria on lookup field? 0 community user not able to populate 0 Custom Lookup Field on Accounts that is looking up to Accounts. Use more general 6. On a Custom object (Timesheet), I have Account and Contract lookup fields. patreon. Required: If you want to lookup a field that should not be empty, then you can make it required. Required Editions Available in: Lightning Experience Available in: Group, Professional, E Required Editions Available in: Lightning Experience Available in: Group, Professional, E However I need a field filter on that contact lookup. lwc. Action failed: aura:if$controller$init [Failed to execute 'invoke' on 'CreateScriptCallback': The provided It does not return Contacts from the Account we are working with. Source__c is lookup filed. To work around this, create a custom field that will look up the current running user, then create a formula checkbox field which determines if the user viewing the report is A dependent lookup is a relationship field with a lookup filter that references fields on the source object. However, I need the filter to have an OR condition (e. What users will see are static instead of dynamic results. Lookup Filter on Contact Owner lookup field is not working if filter is set for Standard Profile Name. – Vikas Khandelwal Commented Jul 25, 2015 at 2:10 I cannot use look up filters Why is my lookup filter not working? I Have custom object 'Case Intake' This custom object has a child object 'Add people'. actually, what happens to the lookup filter pulls data basically from UI, so if data will present on UI Salesforce: Lookup filters are not working properly for custom field in accountHelpful? Please support me on Patreon: https://www. You would not want to have your users save more than 1 Extend Salesforce with Clicks, Not Code Table of Contents Close Close Search Search Filter by (0) Add Select Filters Product Area Feature Impact Edition Experience Clear All Done No results Here are some search tips I have created a screen flow to be used on the community website but the contact lookup field is not working. I have a validation rule which fires when a lookup field is not empty. Lookup Filter criteria is also case sensitive. General Information We use three kinds of cookies on our websites: required, functional, and advertising. You can add up to six filter fields to the Selected Fields list. Basically the filter I had says that when we you choose an account from Accounts lookup field, only those contacts which are related to the account selected in the above field should be displayed. Create a Lookup Relationship Create a new Backup Agent field that looks up to the User object, editable by Support Users only. when i search for a record it doesn't show any records shows the results when i click on show all results I have one input field for lookup in vf page and there is look filter on this. When I try it with another profile it does not return any of the users and it is I have created a Contact Lookup field on the Contact object called Managed By and have added a filter to it that requires the Contact must be Active. The Contract lookup has a filter on it Timesheet. I found possible solutions but they dont seem to be working. Steps to replicate:- Create a custom object. if it's auto populated by the New Opportunity button on the Account), the filter logic is correctly applied. Click on the different cookie categories to find I have created a Contact Lookup field on the Contact object called Managed By and have added a filter to it that requires the Contact must be Active. Whats the best way to achieve this. We've used this before for User Why is my lookup filter not working? I Have custom object 'Case Intake' This custom object has a child object 'Add people'. I have a lookup field on one of my custom objects to the Contract object and want to add a lookup filter to that field. So you can't put this expression FirstName + ' ' + LastName in a SOQL query string. You might just need to refresh it. I've tried everything and still not be able to achieve what were trying to do with the lookup filter. Auto add to custom report type: If you don’t check this field, it will be not added to existing reports. Use more general search terms. Customers can create a custom LWC to filter on an object. Use more Lookup Queries Do Not Work Properly When Field Values Contain Commas Revenue / Salesforce CPQ Closed Created Oct 31, 2018 Found in Release Winter '19 Last Updated Apr 11, 2023 Reference ID W-5580872 Summary From a Developer org: 1. It is working in generally, however when I enter some text in the lookup and click next then lookup turns into picklist and suggest all the value related to entered text, I want is only value related to filter to show. Indeed what you are asking is not supported in Lightning: Admin-Defined Related and Dependent Lookup Filters Can’t Be Made Optional Once added, all lookup filters are required, even if admins specify them as optional in Setup. Skip Navigation Close Search Developers Login Products Salesforce Marketing Cloud I know many are facing this issue, so I was also facing the same issue, the solution is that the particular "Sales Program" lookup of the Account should be on the same page layout. For example, you can configure the case Conta General Information We use three kinds of cookies on our websites: required Set up two matching Lookup fields on the Product and Quote object On the Add Product Custom Action set up two Search Filters Search Filter 1 Target Object = Product Target Field = Product Code Operator = equals Tune into the Lightning Experience Pro Tips blog series to learn about setting up Lightning Experience and how to avoid common gotchas along the way. The lookup returns some users depending on a value from a custom picklist field. Account = Contract. Stack Exchange Network Stack Exchange network consists of 183 Q&A communities including Stack Overflow, the largest, most trusted online community for developers to learn, share their knowledge, and build their careers. Where among the conditions one condition is Account Name: Sold To equals to True where sold to is a check box on account object. data imports. , this article specifically covers the scenario where the Asset lookup field has a Required Filter applied to it. This filter criteria is working Salesforce: Lookup filter does not appear to be workingHelpful? Please support me on Patreon: https://www. Even with a lookup filter, you are required to view those records and have them in the MRU before they appear by default; the rest of the time you still need to do a search by name in order to find the records you want, which will be I am so shocked that this simple condition is not working when i set this up in component visibility filter. Admins also define which fields appear as columns in the search layout for refining results. I have Extend Salesforce with Clicks, Not Code Table of Contents Close Close Search Search Filter by (0) Add Select Filters Product Area Feature Impact Edition Experience Clear All Done No results Here are some search tips If this is the case you can Filter records of lookup fields by defining Lookup Filters. This is the validat Improve user productivity and data quality with lookup filters. lightning-web-components Campaign Member List View filter not working as expected Closed Created Nov 26, 2018 Last Updated Jul 2, 2019 Reference ID W-5634159 Summary When viewing the list of Campaign Members, if the customer selects more Improve user productivity and data quality with lookup filters. THey gave no results, while they should have given Extend Salesforce with Clicks, Not Code Table of Contents Close Close Search Search Filter by (0) Add Select Filters Product Area Feature Impact Edition Experience Clear All Done No results Here are some search tips We had quite a similar requirement in a recent project. You can’t recover deleted lookup filters. Requir On the New Custom Field page, under Data Type, select Lookup Relationship, and then click Next. 1 Case Intake will have multiple 'people added' with different roles (mother, father, unborn child) I have After you create your custom object for Salesforce Maps Advanced output, create a lookup relationship with the Maps Advanced Route Waypoint object. I have Represents a lookup filter, which restricts the valid values and lookup dialog results for lookup, master-detail, and hierarchical relationship fields. com/roelvandepaarWith thanks & praise to G Keep these known issues in mind when working with Dynamic Forms. I have custom object which has master/detail relationship and what I want that when the user clicks magnifier the popup window should filter the data before it displays. Added a second filter condition OR validation-rule conditional lookup-filter data-import criteria-filter Thomas 2,320 answered Sep 22, 2023 at 4:16 0 votes 1 answer 42 Deleting a lookup filter permanently removes it. Basically, I only want to see the Contracts I am trying to put a filter on a lookup field so that i can only show the records which will full fill the filter criteria. If your org uses lookup search in Salesforce Classic, you know that learning all the different lookup terms, and getting everything set up, can be complicated. label=”I7_Filter > Created custom object with name 'Contact Relationship'. This behavior is working as designed and a limitation of lookup field filters not being able to leverage M-D This guide provides detailed steps to identify and resolve common issues with Salesforce lookup filters not working. In coming Spring '14, Salesforce add support for lookup filters on relationship fields that point to the following objects: Campaigns, Cases, Contracts, Ideas, Leads, Opportunities, Products, and Social Personas. In this video you'll see a usage case example for a lookup filter in Salesforce. 7 Note: the fix being provided will not address current Contract lookup with filter not working properly 1 Need lookup filter that filters a date against today or date stored in a formula field 1 Need more than 10 lookup filter criterias 0 Custom filter based on data extension 1 For Lightning I have a Lookup field in my Interaction Object called Advice Agreement, it is related to a object call Advice Agreement, this field also has a filter So I have this Advice Agreement that is Inactive, so the expected result should be is I should be able to see, search or I have a Lookup field in my Interaction Object called Advice Agreement, it is related to a object call Advice Agreement, this field also has a filter So I have this Advice Agreement that is Inactive, so the expected result should be is I should be able to see, search or Lookup Filter not working as expected Our Agents are setup as Accounts with a record type Agent. List view lookup filter not working for lookup user field When I copy and paste the alias from the liast view with no filters, "smart", it does not display any results. Note: In Lightning, a lookup filter Direct Lookup ID fields (Parent Account ID, Owner Id, Master Record ID, Record Type ID) not working when added to the layer as a filter When we are creating a record using lightning:recordForm and the object on which record is being created has any dependent lookup filter field, then the lookup will not work. You can't do any caculation in SOQl as you do in SQL. For example, if a user enters "Mike S", they see 'Mike Smith' in the results. Help And Training Community - Salesforce Loading I am setting up a lookup filter to meet the condition below under Opportunity object in a custom lookup field PSource: If both Account and Contact is empty, then don't display result in lookup If Account is only present, then display result related to Account only Lookup filters limit the records available in the lookup. The lookup filter needs to know which Account the new Case will be related to, and this information is not loaded in the user The User lookup field will not work when used as a dynamic report filter. It would be nice to have support for lookup filters in the FSL mobile application so that we could limit the results returned to technicians when they are in the field. Edit: unofficial SF lookup is definitely more robust and solves for the I am using lightning-record-picker in my lwc component to select subsource object records. Extend Salesforce with Clicks, Not Code Table of Contents Close Close Search Search Filter by (0) Add Select Filters Product Area Feature Impact Edition Experience Clear All Done No results Here are some search tips This page has an error. When I remove it, it lets me pick any contact in the org (not what I want). SAVE UP to ₹4999/- OFF On All Salesforce Courses Menu When the Filter Source Field contains a value, the available products are filtered as expected. Many of its shortcomings are due to limitations in the older API that it uses which is provided by the platform. label=”I6_Filter on which field?” This is the name of the field to filter the lookup on. Added a second filter condition OR Extend Salesforce with Clicks, Not Code Table of Contents Close Close Search Search Filter by (0) Add Select Filters Product Area Feature Impact Edition Experience Clear All Done No results Here are some search tips When we are creating a record using lightning:recordForm and the object on which record is being created has any dependent lookup filter field, then the lookup will not work. I have one lookup field for account with AccountId as Field API and Case as Use the Fields tool instead of Components and this is easy. In Opportunity related account object, Account is a lookup field. 1 Case Intake will have multiple 'people added' with different roles (mother, father, unborn child) I have Salesforce Lookup Filter Lookup is a very simple feature in Salesforce, but also powerful, with just a few clicks you can relate an object to another object easily as a parent-child relationship. You can choose whether functional and advertising cookies apply. To select Click . Filter Criteria: 1. Then enter the Child Relationship Name. Create a Lookup Filter on the CustomObjectLookup field, with the following Criteria: Case: Case Record Type EQUALS Support 3. If the value of the Filter Source Field is Null or Blank, the Search Filter does not leverage the Search Filter Conditions and results in If you were to filter by Activity fields, both Accounts would still come back, Initech would just show less Activities. Use more general if you edit a name in Conatct record it will show a popup as below, so this proves Salesforce does not store the name in a Single field. then only it will work. Lookup filters are administrator settings that restrict the valid values and lookup dialog Here are some search tips Check the spelling of your keywords. Lookup elements display values from Salesforce based on a standard SOQL query built using the parameters of the Lookup elements. html &lt;lightning-record-picker label=&quot;Select a re Extend Salesforce with Clicks, Not Code Table of Contents Close Close Search Search Filter by (0) Add Select Filters Product Area Feature Impact Edition Experience Clear All Done No results Here are some search tips The look up filter doesn't fetch any values even though "AccountId" is set, which is the basis for filtering look up records. Note here that I've filtered out the Activities that have a subject of "Email" Note here that I've filtered out the Activities that have a subject of "Email" Extend Salesforce with Clicks, Not Code Table of Contents Close Close Search Search Filter by (0) Add Select Filters Product Area Feature Impact Edition Experience Clear All Done No results Here are some search tips Users may have noticed that they are unable to see Asset records using the Asset lookup field on the case object, though there may be other reasons as to why no results are returned such as Search Crowding, etc. > Created couple of record types for 'Contact Relationship'. If I try to find a For a I tested the lookup filter as a System Admin and it is working perfectly. But entering I'm the PM for lookups in Lightning. This behavior is working as designed and a limitation of lookup field filters not being able to leverage M-D relationship fields in lookup filter criteria. I did create the lookup field with filter criteria on the object. As @sfdxfox mentioned, you need to make your lookup filter optional. Create a Lookup that looks into that new Object. All in all, you have some work ahead of you to get that to filter without having custom lookup filters in place, and also for cases where the record hasn't a value yet stored. The filter does not (unfortunately) act before the list is rendered for the user. > Created a lookup field to Account . And is understandable that in one org it does work because the company name is embedded in a text field of Plan while on the other org it is the company Id not the name which is embedded. The components are being displayed no matter even though the filter is applied on lightning record page. I would like to start using a filter on one of our lookup fields. All of the related issue with lookup filter was tagged as product limitation. g. If your lookup filter criteria use a Master-Detail (M-D) relationship, the lookup filter will not work upon record creation. Additionally, if the Account ID field is filled by other means (i. The filter doesn't appear to be working because it is displaying Tom Boyert and he Direct Lookup ID fields (Parent Account ID, Owner Id, Master Record ID, Record Type ID) not working when added to the layer as a filter Resolved in SF Maps v240. Required Editions Available in: both Salesforce Classic (not available in all orgs) and Lig Here are some search tips Check the spelling of your keywords. For Example: Existing custom picklist Various examples for record types, record status, roles, and complex configurations in lookup filters. The lookup field is simply a lookup to a contact. Use the arrows to add or remove fields from the layout and to define the order in which the fields display. e. only allow contacts from Account X or Account Y). Understanding Salesforce Lookup Filters Lookup filters validates the data only when the record is saved. From Setup, click Object Manager and select Case. If your lookup filter criteria use a Master-Detail (M-D) relationship, the lookup filter will not work upon record creation. So, if the user has the access to the records and has viewed recently, then those records will be displayed on I have created a Contact Lookup field on the Contact object called Managed By and have added a filter to it that requires the Contact must be Active. below is the code. Select fewer filters to (All the fields in the filter criteria are added to the page layout). These lookup fields have a filter applied to them to return only appropraite users. Your current lookup field's criteria Add the following additional filters after your existing filters and substitute <Automated Case User's Id> with your automated case user's record Id. Trying to put a lookup filter on a field that points to an opportunity, but the filter section does not appear when I set the related object to opportunity. Specify Lookup Search Filter Fields After enabling I do not believe you can create a List View filter based on a lookup field. I am already using the field on a global action form in our community and it is working. You can Refere Salesforce Document to apply lookup Filters. Whenever I click account lookup, and enter Rep/agent number, and then click Apply filters, it is not showing any Extend Salesforce with Clicks, Not Code Table of Contents Close Close Search Search Filter by (0) Add Select Filters Product Area Feature Impact Edition Experience Clear All Done No results Here are some search tips Select the child lookup field and choose 'new child' This should open the VF override page Now go back to the child's new action override page. Keep any current filter criteria you have currently set for the lookup field. However, the validariont rule currently fires when the lookup is empty and says that field is not empty. Button which is a screen flow, Button which is a screen flow, There is Lookup on Contact called Primary Contact. Ensured that records exist which fulfil the lookup filter for the field (There are two records which should be showing up - confirmed in Salesforce) Ensured the user can view Contact records Given the user Create permissions on the Contact and Account object (This shouldn't even matter because I've set up the flow to run in System Context - so all access Salesforce Classic has two types of lookup searches. Then, in the flow, I first used a get record to grab all of the information for the lookup criteria. The filter doesn't appear to be working In Lightning Experience, a lookup filter doesn’t work if a field referenced in the filtered lookup criteria isn't added to the page layout. However, in some business needs, the Enable Enhanced Lookups Enable enhanced lookups in Classic so users can sort, filter, and page through their results. Any help on this is I found possible solutions but they dont seem to be working. We are painfully aware that That’s the problem. Let’s walk through I have a custom object on the community which has lookup with contact it's working fine in a desktop or if looked from F12 on the laptop. Is there If your lookup filter criteria use a Master-Detail (M-D) relationship, the lookup filter will not work upon record creation. I can't get the filter results I want. Unfortunately neither TODAY nor formula fields are supported in lookup field filters. However, when I open the community[Customer community plus] on my mobile this lookup field Keep these limitations in mind when working with lookup filters. Note: without the lookup filter, the issue does not occur. Select skip record type selection page. First selects a value in picklist A, then selects value Due to unexpected behavior, a custom lookup filter on the Document Checklist item object is not working only in Lightning Experience and it's not giving any re Cookie Settings 2. Account. In this topic, we explore two option General Information We use three kinds of cookies on our websites: required All Fields not working on Lookup Search 5 Workaround to make Contact lookup field searchable 0 Custom Lookup Design 1 GetChildRelationships not finding contact lookups for custom object 5 Can't get Enhanced Lookup 1 1 Aside from Choice Lookup, we are going to evaluate the current Lookup component’s future. Good thing is, even making lookup filter optional will not have any impact on lightning UI Salesforce: Lookup Filter is not workingHelpful? Please support me on Patreon: https://www. So try to search some So, at this time, Salesforce CPQ's lookup feature requires you to at least enter the first characters of the First Name to locate the record. Required Editions Available in: both Salesforce Cla Required Editions Available in: both Salesforce Cla If your lookup filter criteria use a Master-Detail (M-D) relationship, the lookup filter will not work upon record creation. The Agent Field on the Lead is already setup to search Accounts, and I've tried creating a filter to specify that only Accounts with Record Type: Agent can be chosen, but it's still letting me choose from all accounts. Working with Lookup Query Configurations When using the Lookup Element in Omniscript, the filtering of results is performed by the Lookup Query Configuration properties section. With the For example, you can define a lookup filter on opportunities that points to accounts, but not vice-versa. com/roelvandepaarWith thanks & praise to God, and with th I have a lookup filter which I want to bypass as a system administrator when doing i. Next, I have a screen with the lookup component using the lookup-filter Share Improve this question Follow edited Apr 29, 2022 at 19:18 Felix van Hove 3,598 6 6 gold badges 24 24 silver badges 33 33 bronze badges asked Apr 29, 2022 at 17:37 After Spring '23 lookup searches performed in Lightning do not return records in suggested or instant results when searching for values contained in the secondary field and pressing enter no longer performs a full search. Here's an If your admin has enabled enhanced lookups, you can filter or sort results. in New Quote. From that lookup field, create a Lookup Filter that requires the Record To get this job done, create a lookup filter. Customers I need to be able to filter the lookup so that it does not return any record that has an expiration date that has passed (it's < today's date). 2. Did some digging and found this Do you have a lookup filter on the original field? I ran into this issue recently and once I deactivated that at the field level, it successfully looked up any records. But then i edit the custom field I am not able to edit the lookup filter option. When a user opens the lookup dialog box, the value When deploying a Lookup filter for a lookup field, there may be instances where unexpected behavior occurs, accompanied by the error Some customers may have observed that end users including admins are unable to see expected results when using a custom lookup(filtered). When you enter a value in the lookup text box and save the I have a lookup filter criteria on contact object on Account lookup field. In the image you have linked to question, it says User, I wonder if you Hi all, I'm working on a screen flow for my company to create cases. I want to filter the lookup's search results by the Account's "Type" field (which is a picklist). Help And Training Community - Salesforce Loading Using Lookup Filters You can make use of Lookup Filters with Lightning Flow. According to https://emea. Happily, for you and When a list view is filtered by multiple fields AND there is a filter logic applied, then the list view would either return no results or would return different results than expected. Lookup field when a record is searched, but it is not showing records for Primary Contact. I checked around and found quite a few threads saying that opportunities were not Due to documentation, Lookup filter criteria can’t reference these types of fields on the source object: Blockquote Autonumber Encrypted Formula Long text area Multi-select picklist Roll-up summary Text Text area URL and to this documentation link, it is possible to choose related fields that are one relationship away from the lookup object. New. If a lookup filter is defined as optional, the record can be saved and updated with a lookup value that does not match the filter criteria. Wondering whether anyone has run into this before. Instead it acts when the corresponding record is saved. Skip to main content Stack Exchange Network Stack Exchange network consists of 183 Q&A communities including Stack Overflow, the largest, most Hi community, I am building a salesforce flow and following are the points to be considered Objects used are Case and Account I have a lookup field of Account in case object along with some filter criteria. First, I would look at your current lookup filter setup. vdmdp iaexoo mhphcch yoftc zala taayvb unq kbbt bvp lsvzeng