Top Use Case: Display Opportunity Products On The Account Page.

With Lookup Helper you can automatically relate opportunity products to the account the opportunity belongs to. To Achieve this you may follow these simple steps:

  1. Create new Lookup Helper setting.
  2. Select Opportunity Product as child object.
  3. Select the 'Create New Lookup Relationship' option --> select Account for parent object --> name the new lookup field.
  4. Select the 'Relate Opportunity Product when the value in a field matched the name/id of the Account' Lookup Helper setting type.
  5. Select the opportunity lookup field (indicate by the '>' sign).
  6. Select the account lookup field.
  7. Save and run the Lookup Helper setting.