The application processes via manual batch, scheduled batch, or in real-time. The more records you have, the longer a batch run will take. Lookup Helper settings can be scheduled to run as frequently as every hour, however, please keep in mind the processing time when creating a schedule. Schedules should not be more frequent than the processing time for the batch. Running in real-time means that whenever you create or update a child record, the Lookup Helper setting will process just for that record. There are real-time limitations for Group and Professional Editions, see below.
Lookup Helper is discounted when purchased in multiple years or as part of the Helper Suite. We also offer a 30% discount for nonprofits as well as small business discounts on a case by case basis.
The maximum number of relationship fields per object allowed by Salesforce is 40.
Yes! Please note that unless the API package has been purchased from Salesforce, only triggers that are part of the managed package will be able to be used. Settings will need to be run in manual or scheduled batch, or near real-time for any standard objects that are not enabled out of the box or for any custom objects. Contact us for a near real-time workaround that does not process in batch.
Lookup Helper Free Edition includes 2 lookup settings that are available for manual, scheduled, or real-time processing.
Yes, Lookup Helper is a native Salesforce app. Your data is not stored or processed anywhere else but in the Salesforce cloud/your org. We do not have access to your data unless you explicitly grant us login for troubleshooting purposes.
Deployed triggers can be viewed under the “Enable Real Time” tab even if the setting has been deleted
Yes, it is a good idea to install Lookup Helper first in a testing (sandbox) environment and the recommended process is to first create your use case in Sandbox before moving to Production.