Look up Filters | Salesforce Exam ADX-201 | Essentials for New Lightning Experience Administrators

Look up Filters

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Question

Which statement is TRUE regarding look up filters? Choose 2 answers.

Answers

Explanations

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A. B. C. D.

AD.

The correct answers are B and C.

A. This statement is not true because lookup filters are not available in Partner and Customer Portals. Lookup filters are only available in the standard Salesforce user interface.

B. This statement is true. Lookup filters are used to restrict the values displayed in a lookup dialog based on fields on the source object. For example, if you have a lookup field on an opportunity that references accounts, you can use a lookup filter to limit the accounts that are available in the lookup dialog based on specific criteria, such as the account's industry or location.

C. This statement is also true. Lookup filters support a variety of criteria options, including "Today" and "This Month". These special date values allow you to filter lookup results based on whether a date field falls within the current day or month.

D. This statement is false. Lookup filters are not case sensitive. When you define a lookup filter, you can choose to ignore case when comparing values. This allows you to create filters that are more flexible and inclusive, regardless of whether the values being compared are entered in uppercase or lowercase letters.

In summary, lookup filters are a powerful tool for controlling the values that are available in lookup dialogs, and they support a range of criteria options, including special date values. Lookup filters are only available in the standard Salesforce user interface and are not case sensitive.