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How to create a multi selection lookup field in Success Plan

  • June 30, 2021
  • 3 replies
  • 61 views

Ester.Memoli
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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!

Best answer by matthew_lind

@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.

3 replies

sai_ram
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  • Expert ⭐️⭐️
  • June 30, 2021

@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?


matthew_lind
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  • VIP ⭐️⭐️⭐️⭐️⭐️
  • Answer
  • June 30, 2021

@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.


Ester.Memoli
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  • Author
  • Helper ⭐️
  • July 2, 2021

Thank you. I’ve submitted an Idea here:

 

Cheers