Lookup Search Glossary

Use this cheat sheet to view what Lookup features are available in Salesforce Classic.

Term Definition
Standard Lookup Searches a limited set of fields for each object, such as the name field. Results are limited to 50 records at a time. You can’t sort, filter, or customize the columns in the results.
Enhanced Lookup

Searches more fields for each object. Search queries are broken into separate search terms, providing better matching and results. Results don’t have a lookup limit, and you can refine results.

To use this lookup feature, an admin must enable this.

Blank Lookup A lookup search when you click the lookup icon without entering a search term.
Lookup Auto-Complete (Instant Results)

All lookup searches display a dynamic list of matching records when you start typing in a lookup field.

To use this lookup feature, an admin must enable this.

Lookup Filters (Related Lookup Filters)

Admin-set filters that restrict the valid values and search results for lookup fields for enhanced lookup dialog searches. Can be required or optional.

For example, you can configure the Account Owner lookup field to only show active users on the same record.

To use this lookup feature, an admin must enable this.

Dependent Lookups

Lookup fields that include lookup filters that reference fields on the current object record (the source) for enhanced lookup dialog searches. Can be required or optional.

For example, you can configure the case Contact field to show only contacts associated with the account selected in the case Account Name field on the same record.

To use this lookup feature, an admin must enable this.

Lookup Dialogs (Search Layout) In Setup, admins define the fields that are available within the lookup dialog search layout. Users can add and remove fields from the list using My Columns. Users can’t add fields that aren’t defined in the search layout by admins.
Lookup Filter Fields (Search Layout)

In Setup, admins define the fields available for filtering for enhanced lookup searches.

Users access the filters using Show Filters in the lookup dialog. Users can’t add fields that aren’t defined in the search layout by admins.

To use this lookup feature, an admin must enable this.