How to Add Lookup Field in Salesforce

Quick summary

Adding a lookup field in Salesforce lets you create a relationship between two objects, enabling users to reference related records directly from a record detail page. This step-by-step walkthrough covers the full process inside Salesforce Setup, from navigating the Object Manager to saving the new field.

Steps

1. Go to Setup in the Salesforce navigation bar.
2. Navigate to the Object Manager.
3. Locate the object that contains the lookup field you want to configure and click on its name (e.g., Cases).
4. Click on Fields & Relationships.
5. Hit New to start creating a new field.
6. Find the lookup field you want to add a filter to and click on its name.
7. Hit Next to proceed.
8. Select the object your Lookup Field is related to and hit Next.
9. Provide an appropriate label for the lookup field.
10. Hit Next to continue.
11. Keep the default options as they are and hit Next one more time.
12. Keep the default values the same again and hit Next one last time.
13. Hit Save to finalize and create the lookup field.