Lookup filters

Lookup filters are used to restrict the values and lookup dialog results for Lookup, Master-detail, and Hierarchical relationship fields.

You can specify the restrictions by configuring filter criteria that compare fields and values based on:

• The current record

• The related object (via the Lookup, Master-detail, or Hierarchical field)

• The current user's record, permissions, and role

• The records directly associated to the related object

As an example, you can:

• Restrict the Contact Name field on an Account record to allow only those contacts that have a custom status of active, filtering out inactive contacts

• Restrict the Contact Name field on a case record to allow only those contacts that are associated with the Account record specified in the Account Name field on the Case record

• Restrict the Account Name field on an Opportunity record to allow only those users who have an International profile to create or edit Opportunity records, for accounts outside the United States

You can optionally...