# Lookup filter and Schema Builder in salesforce

## What is Lookup filter in salesforce

* Lookup filters allow you to restrict the records that appear in a lookup field based on specific criteria.
    
* This can significantly enhance data accuracy, streamline data entry, and improve overall user experience.
    

## How Lookup filter works in salesforce

1. **Create a Lookup Field:** Begin by creating a lookup field on the desired object. This field will reference records from another object.
    
2. **Define the Filter:** Navigate to the lookup field's settings and create a new filter.
    
3. **Set Filter Criteria:** Specify the conditions that records must meet to appear in the lookup list. This can involve:
    
    * **Field:** The field on the referenced object to be evaluated.
        
    * **Operator:** The comparison operator (e.g., equals, contains, greater than).
        
    * **Value:** The value to compare against.
        
    * **AND/OR:** Combine multiple criteria using logical operators.
        

### Example:

Filtering Contacts by Account Type

* **Object:** Contact (Here contact is child object)
    
* **Lookup Field:** Account
    
* **Filter:**
    
    * Field: Account.Type
        
    * Operator: Equals
        
    * Value: Customer
        

This filter will only display **contacts** associated with accounts of type "**Customer**" in the Account lookup field on the **Contact** **record**.

## What is Schema Builde**r**

**Schema Builder** is a powerful visual tool within Salesforce that allows you to create, edit, and manage the underlying structure of your Salesforce objects and fields. It provides a graphical interface that simplifies the process of building and customizing your Salesforce data model.

***Key features and functionality:***

1. Object creation
    
2. Field creation
    
3. Relationship creation
    
4. Field dependencies
    
5. Object hierarchy
    
6. Customization
    

> Note: You can create objects, fields etc using schema builder but it does not directly modify security settings like profiles or permissions.