Difference between revisions of "Salesforce:Lightning Lookups"

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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.
  

Latest revision as of 18:18, 18 January 2022

← Clean Suite for CRM:Salesforce

Salesforce Navigation
Introduction
Getting Started
Installation
Getting Started with Lightning Components
Credits
Lightning Components
Lightning Quick Actions
Lightning Lookups
Lightning Global Express Entry
Clean Suite Advanced Mappings
Visualforce Pages
Installing Visualforce Pages
Custom Visualforce Pages
Custom Code
APEX Triggers
Clean Suite Batch Processing
Result Codes
Salesforce Result Codes



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
  3. ListwareSalesforce LL 01 - Fields Relationships - Melissa Wiki
    Select New Fields & Relationships
  4. Select Lookup Relationship and click Next
  5. ListwareSalesforce LL 02 - Lookup Relationship - Melissa Wiki
    Select Lookup Relationship
  6. 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 Result and click Next
  7. ListwareSalesforce LL 03 - Select Service - Melissa Wiki
    Select Service
  8. Choose a Field Name and description if desired. Verify all settings are correct and click Next
  9. ListwareSalesforce LL 04 - Field Name - Melissa Wiki
    Choose a Field Name
  10. Set security settings as required and click Next
  11. ListwareSalesforce LL 05 - Set Security - Melissa Wiki
    Setup Security
  12. Set page layouts as desired and click Next
  13. ListwareSalesforce LL 06 - Set Page Layouts - Melissa Wiki
    Set Page Layouts
  14. Set lists as desired and click Save
  15. ListwareSalesforce LL 07 - Set Lists - Melissa Wiki
    Set Lists
  16. 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.
  17. Select a previous mapping or create a new one using the Getting Started with Lightning Components guide.
  18. Click the [Object] Lookup Field and select your new custom created Lookup Field.
  19. ListwareSalesforce LL 08 - Select New - Melissa Wiki
    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.