How to create a multi selection lookup field in Success Plan

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Hi community!

I’d like to create a new field for my Success Plans, and it should contain 2 or more users/contacts from the customer company or even my company.

I’ve been able to create a single contact one, but not with more people in it. To clarify, it’s like the Internal/External Attendees field we have in Tasks details.

How can I achieve this?

Thanks very much!

matthew_lindAnswer

VIP ⭐️⭐️⭐️⭐️⭐️

@Ester.Memoli If that can be done, I’d love to see it. I concur with @sai_ram , that lookups to any Person-related object are single-value only.

That would a slick feature, though, and I have use cases today that would benefit. Given that Gainsight has it for Internal and External Attendees, I’m hopeful that adding that type of field as a Custom field would be somewhat straight-forward.

Making people their best....currently disguised as a CS Ops Architect. How can I contribute to your success?

sai_ram

Expert ⭐️⭐️

@Ester.Memoli thank you for sharing your query here. As per my knowledge we don't have a way to create it directly in Salesforce. I will recheck and get back to you here.

@Community members, do you have any idea about this?

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matthew_lindAnswer

VIP ⭐️⭐️⭐️⭐️⭐️

@Ester.Memoli If that can be done, I’d love to see it. I concur with @sai_ram , that lookups to any Person-related object are single-value only.

That would a slick feature, though, and I have use cases today that would benefit. Given that Gainsight has it for Internal and External Attendees, I’m hopeful that adding that type of field as a Custom field would be somewhat straight-forward.

Translate

Making people their best....currently disguised as a CS Ops Architect. How can I contribute to your success?

Ester.MemoliAuthor

Helper ⭐️

Thank you. I’ve submitted an Idea here:

Cheers

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