---
title: "Top 5 use cases: Rollup Helper, Lookup Helper | Passage Technology"
description: How to use Rollup Helper, free Salesforce rollup field data app, and Lookup Helper, free record search app. Must-have Salesforce admin apps Helper Suite.
image: https://www.passagetechnology.com/hubfs/2021/HS-top5_RH-LH.png
---

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1. Rollup **organization-wide metrics** – Create a single object with a single record for your organization. Then, setup Lookup Helper to link each source record to it, so as to get a global SUM, AVERAGE, MAX, MIN, COUNT across all records tied to that organization-wide record.
2. **Categorize/group your records** (e.g. opportunities) into regions for regional VP/senior leadership to have instant visibility to regional rollups/forecasts. Just rollup your source field (e.g. closed won opportunity amount) into each region to get started.
3. **Group your records into time periods buckets** to more easily build dashboards or rollups per time period (quarterly). Rollup values such as closed won opportunity amounts by quarter. Imagine the possibilities with this functionality; it's like having a report or dashboard follow you around in Salesforce relevant to the record you are viewing. We hope this feature in itself becomes your mini-analytics cloud.
4. Store accounts, contacts, and opportunities under a **zip code, district, or other geographic/territorial entity**. Display the count of accounts, contacts, or the sum of total closed won sales amount for each zip code to track forecasts/potentials and actuals/history in each zip code.
5. Lookup Helper maintains and **keeps your relationships up to date** so you will never have records related to incorrect parents and your users can work efficiently.

[ View Use Cases ](https://www.passagetechnology.com/rollup-helper-use-cases)

[![HS-gdpr](https://www.passagetechnology.com/hubfs/2021/HS-gdpr.png "HS-gdpr")](https://www.passagetechnology.com/using-helper-suite-apps-with-individual-for-gdpr)

[ View Use Cases ](https://www.passagetechnology.com/lookup-helper-use-cases)

<https://www.passagetechnology.com/lookup-helper-use-cases/ultimate-parent-account>

#### [Link Child Accounts to Ultimate Parent Account in Salesforce](https://www.passagetechnology.com/lookup-helper-use-cases/ultimate-parent-account)

<https://www.passagetechnology.com/lookup-helper-use-cases/top-use-case-set-queue-custom-object-on-any-standard-object>

#### [Set Queue Custom Object on Any Standard Object](https://www.passagetechnology.com/lookup-helper-use-cases/top-use-case-set-queue-custom-object-on-any-standard-object)

<https://www.passagetechnology.com/lookup-helper-use-cases/top-use-case-link-cases-and-opportunities-to-parent-accounts>

#### [Display Related List of Grandchild Records on the Parent Record](https://www.passagetechnology.com/lookup-helper-use-cases/top-use-case-link-cases-and-opportunities-to-parent-accounts)

[ Learn more about Admin Apps ](https://www.passagetechnology.com/admin-apps-overview)

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