Select Lookup Reference Field

Start by selecting the parent object, then move to the child object (line item), and finally configure the lookup object that the line item refers to. When defining the lookup object, you must select the field in the line item that references the lookup object.

How to Set Up the Lookup Object

Let’s assume you are setting up the builder for OpportunityLineItem based on the Opportunity object. As shown in the object structure diagram below, OpportunityLineItem has two key relationships:

• Opportunity The parent object of OpportunityLineItem, referenced via the OpportunityId field.

• PricebookEntry The object referenced by OpportunityLineItem for product and pricing information, linked via the PricebookEntryId field.

Step 1: Select the Parent Object

Choose Opportunity as the parent object.

Step 2: Select the Line Item Object

Choose OpportunityLineItem as the line item object.

Step 3: Define the Lookup Object

Since OpportunityLineItem references PricebookEntry, select the PricebookEntryId field in the line item object as the lookup reference field.