How To Add Lookup Field In Salesforce

How To Add a Lookup Field In Salesforce

  1. Log in to Salesforce: Access your Salesforce account.
  2. Go to Object Manager: Click on the "Object Manager" tab in the top menu.
  3. Select the Object: Choose the object where you want to add the lookup field.
  4. Click on Fields & Relationships: Find and select "Fields & Relationships" from the left sidebar.
  5. Click New: Hit the "New" button to create a new field.
  6. Select Lookup Relationship: Choose "Lookup Relationship" as the field type and click "Next."
  7. Select Related Object: Pick the object you want to link to and click "Next."
  8. Field Details: Enter the field label and other required details, then click "Next."
  9. Field-Level Security: Set the field-level security and click "Next."
  10. Add to Page Layout: Choose to add the field to the page layout and click "Save."