Introduction

Lookup fields in Salesforce are critical component to establish relationships between objects allowing you to associate a record from one object with a record from another object. Essentially, lookup fields create connection between two objects enabling you to access and display data from the related record within a parent record.
HyperGrid allows you to add Lookup fields in XRL view itself and also apply server-side filters upto 5 level of lookups to ensure that you get precise records to draw various insights which otherwise are not possible through standard Related Lists.

Limitations in Standard Salesforce Related List View

Salesforce's standard related list displays data from related objects, but it traditionally limits the fields shown to native fields of the related object. This limitation can be a significant challenge for users, as it restricts their ability to access comprehensive information directly within the Related List view. For example, if you need to view the opportunities of a given account as well as their contact name, you can't do so in Opportunity related list. Such limitations restrict important insights from the Related List hindering users' productivity.

Also, it is immensely desirable to have a dataset in Related List which is compact, precise and without unnecessary records, so that you don't have to spend time in navigating and browsing thousands of meaningless records. That's where filters at lookup field level empowers you to access right data in a matter of seconds. Let's take a look, how XRL helps you with this functionality.

Procedure

Let's now see how you can configure lookup fields in XRL and add filters using an example of Account record Test Configuration and Cases Extended Related Lists.
 

Step 1: In the