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Lookup Multiple Data

Link multiple records with single click.

Overview

This lightning-based tool allows a record to be instantly linked with multiple other existing data with just a click of a button. A Search box would allow to search for existing data and link it to the parent record. Enhanced version of standard lookup.

1 of 2

  • Reduces the number of clicks needed to create child/references to an existing record. Ability to save related data with just 1 click.

  • Allows easy access to search for data from objects configured on the app settings.

  • Obeys Organization Wide Defaults and sharing settings so that each user can access the data that they have access to. Has attributes to manage default values for mandatory fields on the referenced object data that would be getting newly referenced.

Currently lookup fields allow to link a record with only one other record per lookup relation. In case multiple records need to be linked to a parent record, then each needs to be created manually from the related list, one record each time. Number of clicks to related data with an existing record is high in Salesforce standard features. This lightning-based tool allows a record to be instantly linked with multiple other existing data with just a click of a button. A Search box would allow to search for existing data in the org, and relate it to the parent record, provided the data model is already set to save the relationship. To start using this feature - Just plug in the component on any lightning record page and set the attributes for searchable objects and default field values.

Categories

Business Needs
Data Management
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Managed Package

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