Salesforce:Lightning Lookups - Revision history

Admin at 18:18, 18 January 2022

2022-01-18T18:18:32Z

← Older revision		Revision as of 18:18, 18 January 2022
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	~~[[Clean Suite for CRM:Salesforce~~\|~~← Clean Suite for CRM:Salesforce]]~~		{{ListwareForSalesforceNav
			\|LightningCollapse=
			}}

	{{CustomTOC}}		{{CustomTOC}}

	Lightning Lookups provide a one stop shop for quickly storing and displaying the contents of a CleanSuite response. These lookups can be mapped in the [[Salesforce:Getting Started with Lightning Components\|Getting Started with Lightning Components]] page to provide a clear view of the CleanSuite process.		Lightning Lookups provide a one stop shop for quickly storing and displaying the contents of a CleanSuite response. These lookups can be mapped in the [[Salesforce:Getting Started with Lightning Components\|Getting Started with Lightning Components]] page to provide a clear view of the CleanSuite process.

Admin at 20:07, 28 April 2021

2021-04-28T20:07:49Z

← Older revision		Revision as of 20:07, 28 April 2021
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	[[File:ListwareSalesforce_LL_02_LookupRelationship.png\|frame\|none\|alt=ListwareSalesforce LL 02 - Lookup Relationship - Melissa Wiki\|Select '''Lookup Relationship''']]		[[File:ListwareSalesforce_LL_02_LookupRelationship.png\|frame\|none\|alt=ListwareSalesforce LL 02 - Lookup Relationship - Melissa Wiki\|Select '''Lookup Relationship''']]

	<li>Select the service you wish to get results from in the '''Related To''' drop-down. For instance, if you want the personator results, you would choose <code>Clean Suite Personator ~~Response~~</code> and click '''Next'''</li>		<li>Select the service you wish to get results from in the '''Related To''' drop-down. For instance, if you want the personator results, you would choose <code>Clean Suite Personator Result</code> and click '''Next'''</li>

	[[File:ListwareSalesforce_LL_03_SelectService.png\|frame\|none\|alt=ListwareSalesforce LL 03 - Select Service - Melissa Wiki\|Select Service]]		[[File:ListwareSalesforce_LL_03_SelectService.png\|frame\|none\|alt=ListwareSalesforce LL 03 - Select Service - Melissa Wiki\|Select Service]]

Admin at 20:07, 28 April 2021

2021-04-28T20:07:20Z

← Older revision		Revision as of 20:07, 28 April 2021
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	[[File:ListwareSalesforce_LL_02_LookupRelationship.png\|frame\|none\|alt=ListwareSalesforce LL 02 - Lookup Relationship - Melissa Wiki\|Select '''Lookup Relationship''']]		[[File:ListwareSalesforce_LL_02_LookupRelationship.png\|frame\|none\|alt=ListwareSalesforce LL 02 - Lookup Relationship - Melissa Wiki\|Select '''Lookup Relationship''']]

	<li>Select the service you wish to get results from in the '''Related To''' drop-down. For instance, if you want the personator results, you would choose <code>~~MD_personatorResponse~~</code> and click '''Next'''</li>		<li>Select the service you wish to get results from in the '''Related To''' drop-down. For instance, if you want the personator results, you would choose <code>Clean Suite Personator Response</code> and click '''Next'''</li>

	[[File:ListwareSalesforce_LL_03_SelectService.png\|frame\|none\|alt=ListwareSalesforce LL 03 - Select Service - Melissa Wiki\|Select Service]]		[[File:ListwareSalesforce_LL_03_SelectService.png\|frame\|none\|alt=ListwareSalesforce LL 03 - Select Service - Melissa Wiki\|Select Service]]

Admin at 01:27, 13 March 2021

2021-03-13T01:27:27Z

Admin at 23:43, 9 March 2020

2020-03-09T23:43:40Z

← Older revision		Revision as of 23:43, 9 March 2020
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	~~{{ListwareForSalesforceNav~~		[[Clean Suite for CRM:Salesforce\|← Clean Suite for CRM:Salesforce]]
	\|~~IntroductionCollapse=~~
	}}

	{{CustomTOC}}		{{CustomTOC}}
	Lightning Lookups provide a one stop shop for quickly storing and displaying the contents of a CleanSuite response. These lookups can be mapped in the [[Salesforce:Getting Started with Lightning Components\|Getting Started with Lightning Components]] page to provide a clear view of the CleanSuite process.		Lightning Lookups provide a one stop shop for quickly storing and displaying the contents of a CleanSuite response. These lookups can be mapped in the [[Salesforce:Getting Started with Lightning Components\|Getting Started with Lightning Components]] page to provide a clear view of the CleanSuite process.

Admin at 23:42, 9 March 2020

2020-03-09T23:42:25Z

← Older revision		Revision as of 23:42, 9 March 2020
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	<li>Click the '''[Object] Lookup Field''' and select your new custom created '''Lookup Field'''.</li>		<li>Click the '''[Object] Lookup Field''' and select your new custom created '''Lookup Field'''.</li>
	~~</ol>~~

	[[File:ListwareSalesforce_LL_08_SelectNew.png\|frame\|none\|Select New '''Lookup Field''']]		[[File:ListwareSalesforce_LL_08_SelectNew.png\|frame\|none\|Select New '''Lookup Field''']]
			</ol>

	==Best Practices==		==Best Practices==

Admin: Created page with "{{ListwareForSalesforceNav |IntroductionCollapse= }} {{CustomTOC}} Lightning Lookups provide a one stop shop for quickly storing and displaying the contents of a CleanSuite r..."

2020-03-09T23:41:53Z

Created page with "{{ListwareForSalesforceNav |IntroductionCollapse= }} {{CustomTOC}} Lightning Lookups provide a one stop shop for quickly storing and displaying the contents of a CleanSuite r..."

New page

{{ListwareForSalesforceNav
|IntroductionCollapse=
}}

{{CustomTOC}}
Lightning Lookups provide a one stop shop for quickly storing and displaying the contents of a CleanSuite response. These lookups can be mapped in the [[Salesforce:Getting Started with Lightning Components|Getting Started with Lightning Components]] page to provide a clear view of the CleanSuite process.

==Setup==
<ol>
<li>Start by navigating into Salesforce Setup, then head into the Object Manager and select the object you wish to add a Lightning Lookup to.</li>

<li>Select '''Fields & Relationships''' and click '''New'''</li>

[[File:ListwareSalesforce_LL_01_FieldsRelationships.png|frame|none|Select '''New''' '''Fields & Relationships''']]

<li>Select '''Lookup Relationship''' and click '''Next'''</li>

[[File:ListwareSalesforce_LL_02_LookupRelationship.png|frame|none|Select '''Lookup Relationship''']]

<li>Select the service you wish to get results from in the '''Related To''' drop-down. For instance, if you want the personator results, you would choose <code>MD_personatorResponse</code> and click '''Next'''</li>

[[File:ListwareSalesforce_LL_03_SelectService.png|frame|none|Select Service]]

<li>Choose a '''Field Name''' and description if desired. Verify all settings are correct and click '''Next'''</li>

[[File:ListwareSalesforce_LL_04_FieldName.png|frame|none|Choose a '''Field Name''']]

<li>Set security settings as required and click '''Next'''</li>

[[File:ListwareSalesforce_LL_05_SetSecurity.png|frame|none|Setup Security]]

<li>Set page layouts as desired and click '''Next'''</li>

[[File:ListwareSalesforce_LL_06_SetPageLayouts.png|frame|none|Set '''Page Layouts''']]

<li>Set lists as desired and click '''Save'''</li>

[[File:ListwareSalesforce_LL_07_SetLists.png|frame|none|Set Lists]]

<li>Congratulations! You now successfully added a CleanSuite Response Field! Now navigate to the '''Clean Suite Advanced Mappings''' tab to make use of the new field.</li>

<li>Select a previous mapping or create a new one using the [[Salesforce:Getting Started with Lightning Components|Getting Started with Lightning Components]] guide.</li>

<li>Click the '''[Object] Lookup Field''' and select your new custom created '''Lookup Field'''.</li>
</ol>

[[File:ListwareSalesforce_LL_08_SelectNew.png|frame|none|Select New '''Lookup Field''']]

==Best Practices==
*Make sure that the Lookup Field and Mapping use the same Clean Suite Service. For instance, a Personator Lookup should be mapped on a Personator Mapping.
*Salesforce Objects can have multiple CleanSuite lookups mapped to them. For instance, you may have Global Email, Global Phone, and Personator Lookups all mapped to the <code>Contact</code> object.
*Lookups can be used to store results without overwriting them. Instead of choosing the Input field as your Output, you can output all results to a lookup. This way your data will never be modified by CleanSuite.

[[Category:Clean Suite for CRM:Salesforce]]

← Older revision		Revision as of 01:27, 13 March 2021
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	<li>Select '''Fields & Relationships''' and click '''New'''</li>		<li>Select '''Fields & Relationships''' and click '''New'''</li>

	[[File:ListwareSalesforce_LL_01_FieldsRelationships.png\|frame\|none\|Select '''New''' '''Fields & Relationships''']]		[[File:ListwareSalesforce_LL_01_FieldsRelationships.png\|frame\|none\|alt=ListwareSalesforce LL 01 - Fields Relationships - Melissa Wiki\|Select '''New''' '''Fields & Relationships''']]

	<li>Select '''Lookup Relationship''' and click '''Next'''</li>		<li>Select '''Lookup Relationship''' and click '''Next'''</li>

	[[File:ListwareSalesforce_LL_02_LookupRelationship.png\|frame\|none\|Select '''Lookup Relationship''']]		[[File:ListwareSalesforce_LL_02_LookupRelationship.png\|frame\|none\|alt=ListwareSalesforce LL 02 - Lookup Relationship - Melissa Wiki\|Select '''Lookup Relationship''']]

	<li>Select the service you wish to get results from in the '''Related To''' drop-down. For instance, if you want the personator results, you would choose <code>MD_personatorResponse</code> and click '''Next'''</li>		<li>Select the service you wish to get results from in the '''Related To''' drop-down. For instance, if you want the personator results, you would choose <code>MD_personatorResponse</code> and click '''Next'''</li>

	[[File:ListwareSalesforce_LL_03_SelectService.png\|frame\|none\|Select Service]]		[[File:ListwareSalesforce_LL_03_SelectService.png\|frame\|none\|alt=ListwareSalesforce LL 03 - Select Service - Melissa Wiki\|Select Service]]

	<li>Choose a '''Field Name''' and description if desired. Verify all settings are correct and click '''Next'''</li>		<li>Choose a '''Field Name''' and description if desired. Verify all settings are correct and click '''Next'''</li>

	[[File:ListwareSalesforce_LL_04_FieldName.png\|frame\|none\|Choose a '''Field Name''']]		[[File:ListwareSalesforce_LL_04_FieldName.png\|frame\|none\|alt=ListwareSalesforce LL 04 - Field Name - Melissa Wiki\|Choose a '''Field Name''']]

	<li>Set security settings as required and click '''Next'''</li>		<li>Set security settings as required and click '''Next'''</li>

	[[File:ListwareSalesforce_LL_05_SetSecurity.png\|frame\|none\|Setup Security]]		[[File:ListwareSalesforce_LL_05_SetSecurity.png\|frame\|none\|alt=ListwareSalesforce LL 05 - Set Security - Melissa Wiki\|Setup Security]]

	<li>Set page layouts as desired and click '''Next'''</li>		<li>Set page layouts as desired and click '''Next'''</li>

	[[File:ListwareSalesforce_LL_06_SetPageLayouts.png\|frame\|none\|Set '''Page Layouts''']]		[[File:ListwareSalesforce_LL_06_SetPageLayouts.png\|frame\|none\|alt=ListwareSalesforce LL 06 - Set Page Layouts - Melissa Wiki\|Set '''Page Layouts''']]

	<li>Set lists as desired and click '''Save'''</li>		<li>Set lists as desired and click '''Save'''</li>

	[[File:ListwareSalesforce_LL_07_SetLists.png\|frame\|none\|Set Lists]]		[[File:ListwareSalesforce_LL_07_SetLists.png\|frame\|none\|alt=ListwareSalesforce LL 07 - Set Lists - Melissa Wiki\|Set Lists]]

	<li>Congratulations! You now successfully added a CleanSuite Response Field! Now navigate to the '''Clean Suite Advanced Mappings''' tab to make use of the new field.</li>		<li>Congratulations! You now successfully added a CleanSuite Response Field! Now navigate to the '''Clean Suite Advanced Mappings''' tab to make use of the new field.</li>
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	<li>Click the '''[Object] Lookup Field''' and select your new custom created '''Lookup Field'''.</li>		<li>Click the '''[Object] Lookup Field''' and select your new custom created '''Lookup Field'''.</li>

	[[File:ListwareSalesforce_LL_08_SelectNew.png\|frame\|none\|Select New '''Lookup Field''']]		[[File:ListwareSalesforce_LL_08_SelectNew.png\|frame\|none\|alt=ListwareSalesforce LL 08 - Select New - Melissa Wiki\|Select New '''Lookup Field''']]
	</ol>		</ol>