Salesforce App Builder Practice Exam

When should you use a lookup filter in Salesforce?

1. To automate all filters on lookup search dialogs

2. To improve user efficiency by limiting the number of available options

3. When you can't use a validation rule

4. When you're near the maximum limit of lookup filters

The correct answer is: To improve user efficiency by limiting the number of available options

Using a lookup filter in Salesforce is particularly valuable to improve user efficiency by limiting the number of available options in a lookup search. When users are presented with countless records during a lookup, it can be overwhelming and lead to errors in selection. By applying a lookup filter, the number of selectable records is reduced based on specific criteria, making it easier for users to find the relevant records they need. This enhances both the speed and accuracy of data entry, contributing to a more streamlined experience. The other scenarios mentioned do not align with the primary purpose of lookup filters. Automating all filters on lookup search dialogs lacks the targeted efficiency that lookup filters provide, as they focus on specific criteria relevant to the user's context. Considering validation rules, while they serve to enforce data integrity, are not directly related to the functionality of lookup filters. Furthermore, concerns about reaching the maximum limit of lookup filters are not a guiding consideration for implementing them; instead, the focus should always be on enhancing user experience through relevant filtering.