Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Universal Polymorphic Lookup

One search bar. Multiple objects. Zero code configuration.

No Ratings
Free  

Never requires payment

Try It
Requires
Platform Cloud
Compatible With
Sales Cloud
Service Cloud
Health Cloud

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Platform Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Health Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Essentials
Additional Requirements
After install, create a Polymorphic Lookup Config custom metadata record to define object-to-field mappings and search fields. Then add the component to any Record Page or Flow Screen. Users need read access to target objects and edit access to the lookup

App Details

Version
Universal Polymorphic Lookup/Summer '26 1.7.0
Listed On
05/08/2026
Latest Release
05/08/2026
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Person Accounts
Managed Package
Lightning App Builder
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 1
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 1
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.6.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
05/06/2026

Additional Details

The Universal Polymorphic Lookup is a Lightning Web Component (LWC) that consolidates multiple lookup relationships on a single record into one unified search-and-select interface. Instead of exposing individual lookup fields (e.g., Account, Contact, Opportunity) scattered across a page layout, this component presents them as a single “Related To” field where users can search across any of the configured target objects.

Need help?

Salesforce Labs

San Francisco, CA, USA