Field Picker
The field picker used to browse and select Salesforce object fields.1
Open field picker
Open the field picker from a feature that supports field selection.
2
Search fields
Use the search box to find fields by label or name.
3
Select field
Turn on the checkbox next to a field or click to insert it into the current input.
Relationship Fields
Relationship fields provide access to fields from related records.- A relationship includes:
- The relationship ID field (e.g.,
OwnerId) - The relationship field (e.g.,
Owner)
- The relationship ID field (e.g.,
- The relationship field can be expanded or collapsed to browse fields from the related object
- Relationship paths allow you to reference fields across objects (e.g.,
Owner.Name,Owner.Manager.Name) - For polymorphic relationship fields (e.g.,
WhoId,WhatId), select the target object from a dropdown before expanding
You can reference fields up to 5 levels deep.