Universal Polymorphic Lookup

Highlights

• One Search Bar, Multiple Objects Replace scattered lookup fields with a single unified search component. Users select the target object from a dropdown and search — the correct lookup field is populated automatically.
• Zero-Code Configuration All behavior is driven by Custom Metadata. Define object-to-field mappings, search fields, and multi-select mode without writing or deploying any code.
• Hover Card Preview Hovering over a linked record pill displays a popover with the record's compact layout fields and a direct link to open it — no navigation required.
• Single & Multi-Select Modes Link one record at a time, or enable multi-select to link one record per object type simultaneously. Each selection writes to its own lookup field on the parent record.
• Flow Screen Ready Drop the component into any Screen Flow with full input/output variable support. Use selected record IDs, names, and object types in downstream flow logic.
• Secure by Default All queries enforce CRUD and Field-Level Security using USER_MODE. Record updates go through Lightning Data Service. Users only see and edit what their profile permits.
• Consolidated Related Records View all related records across linked objects in a single, unified panel. Click any record to navigate directly to it, giving you full visibility without leaving the page.