The lookup field allows you to establish relationship between different objects. For example,\u00a0the lookup between a child object Contact and a parent object Company.<\/p>\n
When creating a contact you have to fill in the company field. Instead of writing the company name you can create a lookup relationship between contact and company. So you have a field called “Company” in the Contact Object, which lets you choose the correct company.<\/p>\n
To create a Lookup field:<\/p>\n
Log in to Cirrus Shield with your administrator profile.Click on your name, then select Setup.Go to the Object\u00a0tab, and click on Details\u00a0Contact.Create a\u00a0New\u00a0field, select\u00a0Lookup Relationship.Enter the Label of the field : Company.Select an object from the\u00a0Related to\u00a0drop-down. In this case, the Company.Enter the\u00a0Relationship Name\u00a0(Ex: Lead)<\/p>\n
–\u00a0To set this field as “Required”, select the “Required” check box<\/p>\n
– If the record value is deleted, you can choose to “Clear the field value” : Therefore, when a parent entity is deleted in Cirrus Shield, its child entities are deleted as well.<\/p>\n
– But you may also choose that the lookup record cannot be deleted if it has children records related to it.<\/p>\n