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How to create a multi selection lookup field in Success Plan

  • 30 June 2021
  • 3 replies
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Userlevel 3

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!

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Best answer by matthew_lind 1 July 2021, 01:17

@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.

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Userlevel 7
Badge +2

@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?

Userlevel 6
Badge +1

@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.

Userlevel 3

Thank you. I’ve submitted an Idea here:

 

Cheers

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