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?
Loading
Loading
Universal Polymorphic Lookup
One search bar. Multiple objects. Zero code configuration.
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
- Custom Tabs
- Custom Apps
Lightning Components
- Global
- App Builder
- Community Builder
Compatibility
- Required Salesforce ProductsThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Platform Cloud
- Compatible Salesforce ProductsThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales CloudService CloudHealth Cloud
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedDeveloperEssentials
- Supported Languages
- English
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