Display related records anywhere in Salesforce with Lookup Helper.

Automatically:

  • Populate Lookups
  • Create Category Records
  • Display Related Lists Anywhere in Salesforce
  • Assign Record Ownership
  • Assign Records to a Region or Geographic Area

1 Hour Consultation - Free

Find out if Lookup Helper is the right solution for your business need, or get help setting up your use case.

Display Related Records Anywhere in Salesforce

Display Related Records Anywhere in Salesforce

By letting Lookup Helper relate all of your important information, your users will be able to easily find relevant information by leveraging the standard Salesforce related lists, even filtered/prioritized lists, and lookup hover-over capabilities. No more "how do I" training to get to aggregated information or extra reports/dashboards to provide this information.

Create New “Data Category” Records

You can now automatically create new data records. These new data records will allow you to display critical information on “detail pages” in Salesforce. These category record pages can show any key information in your Salesforce database (zip codes/post codes, provinces/states, regions, territories, users, products, customer groups, and any other master data. Users will also spend less time clicking around to find information that can be accessed in one-click or a hover over, rather than hunt for that “one report.”

Create New
Zip Code Records for Users on the Go

Zip Code Records for Users on the Go

Sales Reps can easily find all of their Accounts near their current zip code location. Service Agents can easily find available field reps near their customer's zip code.

The Bigger Picture

The Bigger Picture

Organize your data by Industry, Target Account Tier, Region, Territory, Zip Code, or any other meaningful category. Then, relate Accounts, Cases, Opportunities, Contacts or any other Standard or Custom object to deliver the data your users need, where they need it.

Check out what our customers have to say!

 

Christina Quinones

Lookup Helper  5 Stars
Christina Quinones

"We LOVE Lookup Helper

We implemented this product in conjunction with the Rollup helper and it helped us to quickly connect records either in mass or during their creation without additional clicks. The linking of the records by way of this product allowed us to then use their sister product "Rollup Helper" to then roll data from one related record to another. The combination of the two together allowed us to make cross seasonal reports because we were able to roll data forward from one season to the next, to the next, to the next."

Jerry Alexander

Lookup Helper 5 Stars
Jerry Alexander

"Great Solution to create a valuable "Related List" on Accounts

I needed a quick "related list" added to my Accounts object that would "show" me all the related data without a user having to go find it! and because the data is in an SF related list, I can customize the look & feel of the fields, get counts, etc. This quick & free solution does it perfectly."

Check out our documented solutions for jobs you can do!

Our Use Case Library has some pretty cool ideas for using Lookup Helper to solve business challenges and includes "how to" instructions and videos.

View Use Cases