[SalesForce] Lookup filter to display Contacts related to selected Account

I want to apply a lookup filter on Quote object on the lookup field "Contact". The filter should be such the Contact lookup dialogue box should only display the Contacts related to the Account mentioned in that Quote. What criteria should I apply?

Best Answer

I tried to implement this, but could not able to find a straight solution.

You can try below solution.

  1. Create a new Lookup field (Account) on Quote object.

  2. Then apply a lookup filter criteria on Contact field as below, enter image description here

  3. Once you select a Account lookup, the contact field will display only those contacts which are related to selected Account.

  4. The only overhead here is, user needs to select extra Account field and then user will select the associated Contact.

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