Lookup Helper Demo Kit

What Is Lookup Helper?

Display Related Records Anywhere in Salesforce^®

Lookup Helper gives you the ability to:

Auto-populate lookups using record matching rules
Match records using ID/record name
Match records by matching field values
Group data by time period or geography
Works with standard and custom objects
Premium Edition features unlimited lookup settings and prioritized support

With Lookup Helper, you can relate all your important information. Users can easily find relevant information by leveraging the standard Salesforce-related lists and lookup hover-over capabilities.

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.

Lookup Helper: Overview Video

See some of the major benefits Lookup Helper can provide to any organization:

Demo Org Setup

Installation

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.

Create your first Lookup Helper Setting

Click "Create Lookup Helper Setting" from the All Lookup Settings tab, or "Create A New Lookup’ from the Lookup Helper Home tab.
- Type "Contact" in the search bar, then click the "Select" button in the Action column next to Contact. This will set Contact as the child object in your first Lookup Helper Setting.
- Click "Select" next to Account Id to select Account as the parent object.
- In the "Child Contact field" list, select Business Phone. This sets the Business Phone field as the category (child) field.
- In the "Parent Account field" list, select Account Phone. This sets the Account Phone field as the parent field.
- Click "Save Setting." You have successfully created your first Lookup Helper Setting!
This setting is set to run in both real-time and manually, because the Account and Contact triggers are included out-of-the-box.
If you would like to create a setting which runs in real-time using objects other than Account, Case, Contact, Event, or Task, you can follow the steps listed in our admin guide to enable real-time on those objects.
In order to test out the setting we created, create an Account with the Phone field populated, for example: (555) 555-5555. Next, create a Contact with the Phone field populated with the same phone number you used in your Account’s Phone field.
Check out your Contact related list on the Account record created in the previous step. You have successfully related the Contact and Account records!

Part of the Helper Suite

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.

Need Assistance?

Don’t worry we’d love to help! Below are a couple of resources that may be used when help is needed: