How to Add Lookup Field in Salesforce

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Lookup fields in Salesforce are a powerful tool that helps users find specific records when using lookup fields. Here's how to add lookup filters:

1. Go to Setup in the Salesforce navigation bar.
2. In the Quick Find box, type Object Manager and click on the result.
3. From the list of objects, locate the object that contains the lookup field you want to filter. Click on the object name. (Eg. Cases.)
4. Click on Fields & Relationships and hit New.
5. Select the object your Lookup Field is Related to.
6. Next, Provide an appropriate label and hit Next.
7. Keep the default options as it is and hit Next on more time.
8. Keep the default value the same again and hit Next one last time.
9. Save the changes.

Note:

• You can create complex filter criteria by combining multiple conditions using logical operators (AND, OR) within the filter settings.