Here are a few examples where Lex Lookup can be effectively used:

  1. Relating Contacts to Cases or Opportunities:
    When creating a Case or Opportunity, users can quickly search and link an existing Contact using Lex Lookup, rather than scrolling through long standard lookup lists.
  2. Associating Products with Custom Quote Records:
    On a custom quoting object, users can search and stamp a product from the Product2 object and populate key fields like Name, SKU, or Price automatically.
  3. Linking Account Managers to Accounts:
    If Account Managers are stored in a separate custom object, Lex Lookup can allow users to search and stamp the appropriate manager on the Account record.
  4. Connecting Custom Child Records to Parent Records:
    For example, when creating a Project Task (custom object), users can search for and associate it with the relevant Project (parent object) without needing a standard lookup field.
  5. Document Selection from a File Library:
    If you store reference documents (e.g., marketing brochures, contracts) in a custom object, Lex Lookup can help users search and associate the right document with any related record.
  6. Multi-step Forms or Flows:
    Within a Flow screen, you can use Lex Lookup to allow users to search and pick a related record dynamically, without hardcoded logic or pre-defined lookups.