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Answer» To create a custom lookup in Salesforce you need to follow below given steps. - From SETUP, CLICK the object manager tab
- Click case, then click Fields & Relationships.
- Click Contact Name, then click Edit.
- In the Lookup Filter section, click Show Filter Settings.
- Click the lookup icon and choose Contact Name, then Account ID, then click Insert.
- Choose EQUALS as the operator.
- In the Value/Fields menu, select Field.
- Click the lookup icon and choose Case, then Account ID, then click Insert.
- Ensure the Required radio BUTTON and the Active checkbox are selected.
- Click Save.
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