Creating a lookup relationship — Classic

Creating a lookup relationship

As you install the Sertifi application, it's necessary to create a lookup relationship to the Salesforce Quote so that you can point the Sertifi button to the Quote.

To create a lookup relationship in Salesforce:

1. Navigate to Create > Objects.

2. Click Sertifi EContract under the Label field.

3. Scroll down to Custom Fields and Relationships.

4. Click New. The New Custom Fields and Relationship wizard opens.

5. Select Lookup Relationship from the list, and then click Next.

6. Select the first Quote from the Related To dropdown menu, and then click Next.

   

7. Enter sertificpq__Quote for the Field Label.

   

8. Click into the Field Name box to auto-populate the field name, and then click Next.

9. Click Next until you reach step 6 of 6 in the wizard.

10. Click Save.