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
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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

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.”