Normally in Salesforce we can insert filter logic for lookup fields values by clicking on Edit near to chosen lookup field. Why cannot we do this in case of standard field RelatedTo on Task? This lookup looks like below:
Lookup(Contract,Order,Campaign,Account,Opportunity,Product,Asset,Case,Solution,Quote,Live
Chat Transcript,Live Agent Session,Coaching,Goal,Metric,Asset
Relationship,Channel Program,Channel Program Level,Partner Fund
Allocation,Partner Fund Claim,Partner Fund Request,Partner Marketing
Budget,Waypoint)
How can we filter suggestions shown to user in this lookup? We want to restrict values only to Cases and Leads. Validation rule is not an option, because user still will see suggestions for all objects and he won't see the error until he cliks Save. Any ideas how to resolve this issue? Thanks in advance
Best Answer
The Related To field on Task (which is called
WhatId
under the hood) is one of a small number of polymorphic lookup fields in Salesforce, which can point to many different objects. Whether or not an object is available there actually isn't controlled by the Task itself, but by the settings chosen when each object was created:Above shot is from the Custom Object creation wizard. If "Activities" are turned on, the object automatically becomes available as a target of the Related To field on Task.
Since you cannot apply lookup filters to this standard field, your options are really limited to workarounds, which might deprive you of some standard Salesforce functionality.
There's not a lot of customization available for this functionality. It's a core part of Salesforce.