Lookup Helper Use Case Library

Problem: A user needs to create Lookup Helper settings that relate records with fields that don't match. 

A user can match all Leads from companies with 50 or less employees to a small business...

Account, Lead, parent and child filters, criteria matching

Problem: In Salesforce®, Queues can only be used on cases, leads, tasks, contact requests, orders, service contracts, knowledge articles, and custom Objects. 

Account, Lookup Helper, child account, parent account, custom objects

Problem: Companies with multiple locations need the ability for each location to easily identify when product inventory is low, however, this can be difficult to achieve in Salesforce®.

For example,...

Lookup Helper, Inventory Level, low inventory, monitor inventory in Salesforce

Problem: A pain point that many online businesses experience is not being able to easily organize their products by category in Salesforce®.

Lookup Helper, e-commerce, product category, organize products

Problem: Is there an easier way to find your most recently modified Lookup Helper Setting on the list?

Lookup Helper, most recently modified Lookup Helper Setting, configure Lookup Helper Setting

Problem: Categorizing your Salesforce data is great for reporting, but it’s not useful if the data isn’t accurate.

Some custom Objects have a lot of parent records that are difficult and...

Sales Productivity, Custom Object, Lookup Rollups, Zip Code, building reports in Salesforce, individual object

Problem: This idea to increase report bucket limits, which was posted in 2012 and has over 1,700 upvotes, is still "not planned" to be worked on by Salesforce.

Opportunity Products, Opportunity, building reports in Salesforce

Problem: Sales and Marketing teams like to create an ideal customer profile to know the best prospects to go after.

One aspect that may help you find your ideal customer is the size of the company....

Account, Account Based Marketing, Sales Productivity, Custom Object, Opportunity

Problem: Companies or products can serve multiple industries. You may want to group Opportunities for specific industries to see how a specific sales team is performing, or it may help you see which...

Account, Opportunity, Industry

Problem: You want to link an Account with its ultimate parent Account.

When you have multi-level account hierarchies, there are often many benefits to having all child accounts directly related to...

Account, Hierarchy