Lookup Filters Overview

Lookup Filters is a Foundations feature that enables administrators to define which records appear when a user searches a lookup field. By registering a lookup filter, you restrict search results to relevant records. This will provide users with a consistent experience across products such as Service Estimator, PSA, and Accounting in future releases.

Filters are stored as custom metadata records in Salesforce. When you register a filter, a deployment runs in the background. After registration, a message confirms that the process was completed and the record was created.

The Lookup Filters table is read-only. You can register new lookup filters on this page, but you cannot edit or delete them. To modify a filter, you must delete it in Salesforce Setup and edit the original metadata. You can then register the filter again in Foundations.