Display Related Records Anywhere in Salesforce®
Lookup Helper gives you the ability to:
Automatically create new data records to display to users' “detail pages” in Salesforce. Data records show rolled-up information in your Salesforce database (zip codes/post codes, provinces/states, regions, territories, users, products, customer groups, and any other master data).
Lookup Helper also allows companies to optimize their Salesforce environment for an Account-Based Marketing (ABM) strategy.
Help users get more out their Salesforce engagement — easily and affordably. Check out the Lookup Helper Overview page for more information.
See some of the major benefits Lookup Helper can provide to any organization:
Simply open the Lookup Helper AppExchange Listing and click the ‘Get It Now’ button.
To access Premium Edition (unlimited lookups), send the Organization ID to support@passagetech.com with subject line "SE demo org" and we'll help set up the org with Lookup Helper Premium.
Assign the All Lookup Helper Settings permission set to the demo user.
See an example of how Lookup Helper makes managing data easier.
Lookup Helper is a part of the Passage Technology Helper Suite bundle. The Helper Suite is the ultimate Salesforce Admin toolkit. It is a package of our four admin apps - Rollup Helper, Lookup Helper, Storage Helper, and Prioritization Helper. Here are some use cases of how these apps can work together to get even more out of Salesforce.
Don’t worry we’d love to help! Below are a couple of resources that may be used when help is needed:
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