Define Lookup Filters
- In the first column, click the lookup icon or start typing in the text box and select a field.
- In the second column, select an operator.
- In the third column, select Value if Salesforce should compare the field in the first column with a static value, or select Field if Salesforce should compare the field in the first column with the value of another field.
- In the fourth column, enter the value or select the field that Salesforce should compare with the field in the first column.