What is the function of Lookup Helper?

Lookup Helper is a tool that can be used to populate existing Salesforce® lookup fields, and even create new records. It does this by using matching field values on both the child and parent records to determine if they should be related. The tool does not add additional functionality to the lookup relationship, and it does not override any Salesforce limitations with lookup fields.

What are the major use cases for Lookup Helper?

Lookup Helper is great at grouping and categorizing records. For example, if you want to group your Opportunities by Sales Rep or your Accounts by Region, Look Helper can create records for a container Object and then relate records to the container.

If you’ve imported data from an outside source where it was previously linked, but is no longer linked after it has been moved into Salesforce, Lookup Helper can use id fields from the outside system as matching fields to rebuild those relationships through Salesforce lookup fields.

Lookup Helper can also come in handy when working with large hierarchies within a single Object. If you have a multi-level Account hierarchy and you’d like to reference the top-level Account directly from all child Accounts, you can populate a lookup field with Lookup Helper to accomplish this.

What types of matching options are available for Lookup Helper?

Lookup Helper can relate two records if they have two fields that share the same value or if a child record has the name/id of a parent record.

If there’s a situation where Lookup Helper can’t find a record with a matching field value or name, you can have the tool create a new record to use as a parent match.

In order for a match to be identified it must be unique. This means that there is only one parent record with the same value, and it also must be complete, meaning no partial or fuzzy matching.

How often does Lookup Helper run?

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.

Do you offer any discounts for the Premium Edition?

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.

Are there any limits to be concerned of?

The maximum number of relationship fields per Object allowed by Salesforce is 40.

Is Lookup Helper compatible with Group Edition (GE)/Professional Edition (PE)?

Yes! Please note that unless the API package has been purchased from Salesforce, only triggers that are part of the managed package can 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.

What comes with the Free Edition?

Lookup Helper Free Edition includes two active lookup settings that are available for manual, scheduled, or real-time processing. However, you cannot activate more than three different settings in a month.

Is this a native Salesforce app?

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.

Where can I view my list of deployed triggers?

Deployed triggers can be viewed under the “Enable Real Time” tab even if the setting has been deleted.

What is your release process?

See Feature Release Process.

Can Lookup Helper be installed in testing environments?

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.

What security do I have with Lookup Helper and Passage Technology?

See answers to our frequently asked security and data processing questions.

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