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