Create a Custom Lookup Field in Salesforce Lightning
Follow these steps to create a custom lookup field in Salesforce Lightning:
- Go to Setup
- Select the Object Manager tab
- Search for Octiv Document in the Quick Find bar
- Click Octiv Document
- Click Fields & Relationships
- Click New
- In Data Type, select Lookup Relationship and click Next
- From the dropdown menu, select the object you’d like to relate to Octiv Documents and click Next
- Enter the Field Label and Field Name (without the __c) of the object you chose and click Next. Note: The Field Name must exactly match the Object Name name of your custom object. (Optionally, you can make the field required, set the deletion action, and create a lookup filter. We also recommend writing a good description for future documentation purposes.)
- Make sure the field is marked as visible and not read-only for all profiles and click Next
- Check the Add Field box next to the Document Layout page layout and click Next
- Create a related list label. We recommend Octiv Documents <Custom Object Name>
- Confirm that the related list is being added to your desired page layouts using the checkboxes next to the page layout names
- Click Save
To verify that setup was completed correctly, go to the parent object and select a record. On the record detail page, the new related list should appear with a New Octiv Document button. Click the button, and a new Conga Collaborate Document should open in your Salesforce window.
