Configure Lookup

Business Background

Use the Configure Lookup option to pull specific data from your Salesforce. Set up your search layout by using the Configure Lookup option.

How to Video

• 0:02 An introduction to the Configure Lookup index settings.
• 0:17 We show you how to configure your Lookup Field.
• 0:29 Learn about the different Fields.
• 1:04 Preview your updated project.

How to Guide

The Configure Lookup option is available for the Lookup element.

1. Click the + icon to open the list of elements.
2. Select the Input option from the list.
3. Click-and-drag the Lookup element to the canvas. The element settings screen opens. The Lookup Configuration screen is shown by default.
4. Select a source:
   • Select a Source in Salesforce from the drop-down list, for instance, an account.
   • If necessary, type the Number of Records in the field to set the maximum number for returned results.
5. Click the Next button.

6. Set conditions. It allows to pre-define a filter for the search results:
   • Select a Field from the drop-down list, for instance, account name.
   • Select an Operation from the drop-down list, for example, contains.
   • Select the Value type from the drop-down list.
7. Click the Next button.

8. Set the mapping:
   • Select a Value from the drop-down list, for instance, account id. This is the return value when selecting a search result.
   • Select a Text from the drop-down list, for instance, account name.
     • You can select the Add a Column option to add additional mapping.
9. Click the Apply button.

When you click the Search icon, the configured information will show as in the example below.