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Universal Polymorphic Lookup
One search bar. Multiple objects. Zero code configuration.
Overview
Universal Polymorphic Lookup replaces scattered lookup fields with a single "Related To" search bar. Search across multiple objects, preview records on hover, and link them instantly. All configuration is driven by Custom Metadata — no code required.
One Search Bar, Multiple Objects Replace scattered lookup fields with a single unified search component. Users select the target object from a dropdown and search — the correct lookup field is populated automatically.
Zero-Code Configuration All behavior is driven by Custom Metadata. Define object-to-field mappings, search fields, and multi-select mode without writing or deploying any code.
Hover Card Preview Hovering over a linked record pill displays a popover with the record's compact layout fields and a direct link to open it — no navigation required.
Single & Multi-Select Modes Link one record at a time, or enable multi-select to link one record per object type simultaneously. Each selection writes to its own lookup field on the parent record.
Flow Screen Ready Drop the component into any Screen Flow with full input/output variable support. Use selected record IDs, names, and object types in downstream flow logic.
Secure by Default All queries enforce CRUD and Field-Level Security using USER_MODE. Record updates go through Lightning Data Service. Users only see and edit what their profile permits.
Consolidated Related Records View all related records across linked objects in a single, unified panel. Click any record to navigate directly to it, giving you full visibility without leaving the page.
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.
Categories
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Person AccountsSupports Salesforce orgs that use Person Accounts.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.
- No LimitsLightning ReadyPerson AccountsManaged PackageLightning App Builder