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Universal Polymorphic Lookup
One search bar. Multiple objects. Zero code configuration.
- Requires
- Platform Cloud
- Compatible With
- Sales CloudService CloudHealth Cloud
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.
Highlights
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.
Provider Details

Salesforce Labs
San Francisco, CA, USA
Founded
1999
Salesforce Labs is a program that lets salesforce.com engineers, professional services staff & other employees share AppExchange apps they've created with the customer community. Inspired by employees' work with customers of all sizes and industries, these apps range from simple utilities to entire vertical solutions. Salesforce Labs apps are free to use, but are not official salesforce.com products, and should be considered community projects - these apps are not officially tested or documented. For help on any Salesforce Labs app please consult the Salesforce message boards - salesforce.com support is not available for these applications. Questions? Please visit https://success.salesforce.com/answers.
Pricing Details
Free
You can fully use this solution without payment.