Salesforce:Lightning Lookups: Difference between revisions
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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> | <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]] | ||
Revision as of 20:07, 28 April 2021
← 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
- Start by navigating into Salesforce Setup, then head into the Object Manager and select the object you wish to add a Lightning Lookup to.
- Select Fields & Relationships and click New
- Select Lookup Relationship and click Next
- 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
Clean Suite Personator Responseand click Next - Choose a Field Name and description if desired. Verify all settings are correct and click Next
- Set security settings as required and click Next
- Set page layouts as desired and click Next
- Set lists as desired and click Save
- 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.
- Select a previous mapping or create a new one using the Getting Started with Lightning Components guide.
- Click the [Object] Lookup Field and select your new custom created 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
Contactobject. - 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.