---
schema_version: "1"
id: 541052c10ee319863c388ff98563dfb2084af8cef2090369c59652dba10e6a90
title: Lookup Search Cheat Sheet
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/search_lookups_glossary.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.search_lookups_glossary.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 240cfb4a5f91e4b70e071c638aab4b45211f20561df60ee82af958591f4ee6d3
description: Quickly compare features between Lightning Experience and the Salesforce Mobile app.
products:
  - Cross Cloud
release: "264"
---
# Lookup Search Cheat Sheet

Quickly compare features between Lightning Experience and the Salesforce Mobile app.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
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      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d44389e40">Term</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d44389e43">Definition</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d44389e46">Available in Lightning Experience?</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d44389e49">Available in Salesforce Mobile App?</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="Term" class="slds-cell-wrap" style="vertical-align:top;" headers="d44389e40 ">Lookup Suggestions</td>

          <td data-label="Definition" class="slds-cell-wrap" style="vertical-align:top;" headers="d44389e43 ">All lookup searches display a dynamic list of matching records when you start typing in
            a lookup field. This type of lookup search matches results only against the record name, not
            against secondary fields, unless the name is an auto-number. Lookup suggestions are also
            known as recent items, type ahead, and lookup auto-complete (instant results).&nbsp;</td>

          <td data-label="Available in Lightning Experience?" class="slds-cell-wrap" style="vertical-align:top;" headers="d44389e46 ">Yes. The characters you type filter the list of most recently used records. As you
            type, the list also starts showing matching records that you haven’t accessed recently. To do
            an advanced lookup search, click <strong class="uicontrol">Show more results</strong>.</td>

          <td data-label="Available in Salesforce Mobile App?" class="slds-cell-wrap" style="vertical-align:top;" headers="d44389e49 ">Yes. The characters you type filter the list of most recently used records. To do an
            advanced search, click <strong class="uicontrol">Show All Results</strong>.</td>

        </tr>
        <tr class="">
          <td data-label="Term" class="slds-cell-wrap" style="vertical-align:top;" headers="d44389e40 ">Advanced Lookup</td>

          <td data-label="Definition" class="slds-cell-wrap" style="vertical-align:top;" headers="d44389e43 ">Lookup search that matches results against all searchable fields within a
            record.&nbsp;</td>

          <td data-label="Available in Lightning Experience?" class="slds-cell-wrap" style="vertical-align:top;" headers="d44389e46 ">Yes.</td>

          <td data-label="Available in Salesforce Mobile App?" class="slds-cell-wrap" style="vertical-align:top;" headers="d44389e49 ">Yes.</td>

        </tr>
        <tr class="">
          <td data-label="Term" class="slds-cell-wrap" style="vertical-align:top;" headers="d44389e40 ">Search Layout</td>

          <td data-label="Definition" class="slds-cell-wrap" style="vertical-align:top;" headers="d44389e43 ">In Setup, admins define the fields that are available within the advanced lookup 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.</td>

          <td data-label="Available in Lightning Experience?" class="slds-cell-wrap" style="vertical-align:top;" headers="d44389e46 ">Yes, but lookup and global search results are both combined under the Search Results
            layout. My Columns isn’t available.</td>

          <td data-label="Available in Salesforce Mobile App?" class="slds-cell-wrap" style="vertical-align:top;" headers="d44389e49 ">No. Search layout isn’t used for showing fields in the search results. Only the
            secondary and Name fields are shown.</td>

        </tr>
        <tr class="">
          <td data-label="Term" class="slds-cell-wrap" style="vertical-align:top;" headers="d44389e40 ">Lookup Filters (Related Lookup Filters)</td>

          <td data-label="Definition" class="slds-cell-wrap" style="vertical-align:top;" headers="d44389e43 ">
            <p>Admin-defined filters that restrict the valid values and search results for lookup
              fields for advanced lookup searches. You can make filters optional in Classic.</p>
            <p style="margin-bottom:0;">For example,
              you can configure the Account Owner lookup field to show only active users on the same
              record.</p>
          </td>

          <td data-label="Available in Lightning Experience?" class="slds-cell-wrap" style="vertical-align:top;" headers="d44389e46 ">Yes, if enabled by an admin, but filters can’t be made optional.</td>

          <td data-label="Available in Salesforce Mobile App?" class="slds-cell-wrap" style="vertical-align:top;" headers="d44389e49 ">Yes, if enabled by an admin, but filters can’t be made optional.</td>

        </tr>
        <tr class="">
          <td data-label="Term" class="slds-cell-wrap" style="vertical-align:top;" headers="d44389e40 ">Dependent Lookups</td>

          <td data-label="Definition" class="slds-cell-wrap" style="vertical-align:top;" headers="d44389e43 ">
            <p>Lookup fields including lookup filters that reference fields on the current object
              record (the source) for advanced lookup searches. You can make filters optional in
              Classic.</p>
            <p style="margin-bottom:0;">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.</p>
          </td>

          <td data-label="Available in Lightning Experience?" class="slds-cell-wrap" style="vertical-align:top;" headers="d44389e46 ">Yes, if enabled by an admin, but filters can’t be made optional.</td>

          <td data-label="Available in Salesforce Mobile App?" class="slds-cell-wrap" style="vertical-align:top;" headers="d44389e49 ">Yes, if enabled by an admin, but filters can’t be made optional.</td>

        </tr>
        <tr class="">
          <td data-label="Term" class="slds-cell-wrap" style="vertical-align:top;" headers="d44389e40 ">Polymorphic Lookup</td>

          <td data-label="Definition" class="slds-cell-wrap" style="vertical-align:top;" headers="d44389e43 ">
            <p>Choose a record coming from different objects in a polymorphic lookup. For example, the
              Who relationship field of a task can be a contact or a lead.</p>
            <p>Find polymorphic lookup fields
              in standard objects.</p>
            <p style="margin-bottom:0;">An admin can’t create a custom polymorphic lookup
              field.</p>
          </td>

          <td data-label="Available in Lightning Experience?" class="slds-cell-wrap" style="vertical-align:top;" headers="d44389e46 ">
            <p>Yes, but there are visual differences depending on the object used. You see
              the object name and no icon (1) or an object name and no label (2).</p>
            <p style="margin-bottom:0;"><span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ai-search-264-0-0-production-enus/6a28c936-3b68-4186-bc09-7ab905f33ef3/search/images/lookups_polymorphic.png" alt="Polymorphic Lookup field in a record"></span></p>
          </td>

          <td data-label="Available in Salesforce Mobile App?" class="slds-cell-wrap" style="vertical-align:top;" headers="d44389e49 ">Yes.</td>

        </tr>
        <tr class="">
          <td data-label="Term" class="slds-cell-wrap" style="vertical-align:top;" headers="d44389e40 ">Multi-Value Lookup</td>

          <td data-label="Definition" class="slds-cell-wrap" style="vertical-align:top;" headers="d44389e43 ">
            <p>Select more than one record in a multi-value lookup. For example, select multiple users in
              the Assigned To field when creating a task record.</p>
            <p>Find multi-value lookup fields in standard objects.</p>
            <p style="margin-bottom:0;">An admin can’t create a custom multi-value lookup field.</p>
          </td>

          <td data-label="Available in Lightning Experience?" class="slds-cell-wrap" style="vertical-align:top;" headers="d44389e46 ">Yes.</td>

          <td data-label="Available in Salesforce Mobile App?" class="slds-cell-wrap" style="vertical-align:top;" headers="d44389e49 ">No.</td>

        </tr>
        <tr class="">
          <td data-label="Term" class="slds-cell-wrap" style="vertical-align:top;" headers="d44389e40 ">Lookup Actions (“Create New”)</td>

          <td data-label="Definition" class="slds-cell-wrap" style="vertical-align:top;" headers="d44389e43 ">
            <p>When you search for a record, create a record from the dropdown menu.</p>
            <p style="margin-bottom:0;">Use lookup actions and create records when using advanced lookup search or when you’re
              creating or editing a record via a record form.</p>
          </td>

          <td data-label="Available in Lightning Experience?" class="slds-cell-wrap" style="vertical-align:top;" headers="d44389e46 ">Yes.</td>

          <td data-label="Available in Salesforce Mobile App?" class="slds-cell-wrap" style="vertical-align:top;" headers="d44389e49 ">No.</td>

        </tr>
      </tbody>
    </table>

#### See Also

- [Lookup Search Glossary](https://help.salesforce.com/s/articleView?id=ai.search_classic_lookups_glossary.htm&release=264.0.0&type=5 "Use this cheat sheet to view what Lookup features are available in Salesforce Classic.")