Quick summary
Adding a lookup field in Salesforce lets you create a relationship between two objects, enabling users to reference related records directly from a record detail page. This step-by-step walkthrough covers the full process inside Salesforce Setup, from navigating the Object Manager to saving the new field.
Steps
- Go to Setup in the Salesforce navigation bar.
- Navigate to the Object Manager.
- Locate the object that contains the lookup field you want to configure and click on its name (e.g., Cases).
- Click on Fields & Relationships.
- Hit New to start creating a new field.
- Find the lookup field you want to add a filter to and click on its name.
- Hit Next to proceed.
- Select the object your Lookup Field is related to and hit Next.
- Provide an appropriate label for the lookup field.
- Hit Next to continue.
- Keep the default options as they are and hit Next one more time.
- Keep the default values the same again and hit Next one last time.
- Hit Save to finalize and create the lookup field.
