Auto Population of Text to Lookup

Note:
This feature, though still supported, is obsolete as of the Spring 2017 release. It has been superseded by the more powerful Field Sync feature, described in that section.

When a text field has some value then a lookup can be populated based on a mapping defined through the admin panel.



For mapping:

Select Source Objects: To populate the items in the Source Object drop-down, click on this button which will bring up a list of objects. Put a check on those which should be populated.



  • Source Object: Select the source Object (For eg. Contact [labelled as Teacher])
  • Text Field on Source Object: Based on Source Object, the list of all text fields would be populated. Select a text field (For eg. Department)
  • LookUp Field on Source Object: The field on which lookup should be performed (For eg. School). This list will also be populated based on source object’s selection.
  • Searchable Field on Target Object: The field on which search should take place on the target object (For eg. School Name)

This feature will work for the following objects:

  1. Contact
  2. Lead
  3. Touch Point
  4. Term
  5. Program Catalog
  6. Program Offered
  7. Campus
  8. School
  9. High School