Salesforce:Lightning Lookups

← Clean Suite for CRM:Salesforce

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 Getting Started with Lightning Components page to provide a clear view of the CleanSuite process.

Setup

1. Start by navigating into Salesforce Setup, then head into the Object Manager and select the object you wish to add a Lightning Lookup to.
2. Select Fields & Relationships and click New



Select New Fields & Relationships

3. Select Lookup Relationship and click Next



Select Lookup Relationship

4. 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 MD_personatorResponse and click Next



Select Service

5. Choose a Field Name and description if desired. Verify all settings are correct and click Next



Choose a Field Name

6. Set security settings as required and click Next



Setup Security

7. Set page layouts as desired and click Next



Set Page Layouts

8. Set lists as desired and click Save



Set Lists

9. 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.
10. Select a previous mapping or create a new one using the Getting Started with Lightning Components guide.
11. Click the [Object] Lookup Field and select your new custom created Lookup Field.



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 Contact 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.