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Lookup Filter Cross Object Patterns

Category: General  ·  Sub-category: general-misc  ·  Last updated:
Use when designing or repairing lookup filters that constrain a child lookup using fields from the parent record (or a sibling record on the same object). Triggers: 'limit lookup based on another field', 'cross-object lookup filter', 'lookup filter $Source vs $User'. NOT for filter logic on report types, list views, or duplicate matching rules.

From the source SKILL.md

Activate when a user lookup picker shows too many records, when a filter referencing a parent field returns nothing, or when a deploy of a lookup filter blocks legitimate saves on existing data. The skill produces a Salesforce-compliant lookup filter definition, a backfill plan for legacy records that violate the new filter, and a profile-exemption strategy.

What this skill does

Lookup Filter Cross Object Patterns is a community-contributed Claude Code skill in the general-misc sub-category. It ships as a SKILL.md file that Claude Code auto-discovers under ~/.claude/skills/lookup-filter-cross-object-patterns/ and loads when your prompt matches the skill's trigger.

When to invoke it: Use when designing or repairing lookup filters that constrain a child lookup using fields from the parent record (or a sibling record on the same object). Triggers: 'limit lookup based on another field', 'cross-object lookup filter', 'lookup filter $Source vs $User'.

Who uses this skill

The Lookup Filter Cross Object Patterns Claude Code skill is built for Claude Code users and developers across all disciplines looking for general-purpose AI assistance. It's part of ClaudSkills (also referred to as Claude Skills or Claude Code Skills) — the open community-curated registry of 69,000+ SKILL.md files for Anthropic's Claude Code agent and the wider Claude ecosystem (Claude API, Claude Agent SDK).

How to install

Free

Manual install (2 steps)

mkdir -p ~/.claude/skills/lookup-filter-cross-object-patterns
curl -L https://claudskills.com/skills/lookup-filter-cross-object-patterns/SKILL.md \
  -o ~/.claude/skills/lookup-filter-cross-object-patterns/SKILL.md

Or just download SKILL.md directly and drop it into ~/.claude/skills/lookup-filter-cross-object-patterns/. Claude Code auto-discovers it on next session.

Skills live at ~/.claude/skills/lookup-filter-cross-object-patterns/SKILL.md on macOS/Linux, or %USERPROFILE%\.claude\skills\lookup-filter-cross-object-patterns\SKILL.md on Windows. See the full install guide for step-by-step instructions.

Pro

One-click install via the desktop app

The ClaudSkills desktop app installs any skill directly into ~/.claude/skills/ with one click — no terminal required. Pro starts at $9/mo or $149 lifetime.

Pro

For the full experience including quality scoring and one-click install features for each skill — upgrade to Pro.

See pricing → Download desktop app

Attribution & license

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Part of ClaudSkills — the open registry for Claude Skills & Claude Code Skills.  ·  What's New  ·  Install guide  ·  About  ·  llms.txt

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