With this Swantide Workflow you can create a Lookup field from One Object to Another.
You will have to specify the Source Object and Target Object of the Field that is creating the Lookup Relationship.
Once Deployed from the APP, the Field Name will be labeled as Related to {Target Object} from the Source Object. Therefore, when creating a Lookup Relationship from Lead to Account, the Field Name will be called Related to Account under the Lead Object.
Examples Include
Creating an Account Lookup Field from Lead to Account
Creating a Contact Lookup from Opportunity to Contact
Creating a Lookup from Product Instance to Onboarding Cycles.
If using Swantide Product Instances and Onboarding Cycles
Term | Defintion |
Source Object | The object in which you will be creating your Lookup Relationship from. |
Target Object | The object in which you are relating your Source Object too. |
Use Case 1: Creating an Account Lookup Field from Lead to Account:
If I wanted to create an Account Lookup Field from Lead to Account, my variable inputs in Swantide will be:
Once deployed from Salesforce the Field Name will be called Related to Account from the Lead Record
Use Case 2: Creating a Contact Lookup from Opportunity to Contact:
If I wanted to create a Contact Lookup Field from Opportunity to Contact, my variable inputs in Swantide will be:
A Contact Lookup from Opportunity to Contact can be used in the Following Swantide Workflow:
Automatically Create an Opportunity Contact Role on New Opportunity Creation
Once deployed from Salesforce the Field Name will be called Related to Contact from the Opportunity Record
Use Case 3: Creating an Contact Lookup Field from Lead to Contact:
If I wanted to create an Contact Lookup Field from Lead to Contact, my variable inputs in Swantide will be
Note we do not recommend relating Leads to Contacts but this is just one example of how to use a Lookup relationship between these two objects. If a Lead is related to a Contact, it is probably a good time to convert them!
Once deployed from Salesforce the Field Name will be called Related to Contact from the Lead Record