Lookup Helper

Display related records anywhere in Salesforce with Lookup Helper

Install Lookup Helper Free Edition

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Display Related Records Anywhere in Salesforce

By letting Lookup Helper relate all of your important information, your users will be able to easily find relevant information by leveraging the standard Salesforce related lists and lookup hover-over capabilities. No more "how do I" training to get to aggregated information or extra reports/dashboards to provide this information.

Account-Based Marketing

Lookup Helper allows companies who are interested in Account-Based Marketing to optimize their Salesforce environment to be primed and ready for reinforcing an Account-Based Marketing (ABM) strategy. Lookup Helper has built in capabilities that relate all relevant information to a key account and display this information on your strategic accounts for all Salesforce users. With Lookup Helper, you can now automatically assign Leads to any Account in Salesforce for free!

Create New Aggregate “Data Category” Records

You can now automatically create new data records. These new data records will allow you to display to users “detail pages” in Salesforce which can show rolled-up information for any key information in your Salesforce database (zip codes/post codes, provinces/states, regions, territories, users, products, customer groups, and any other master data). Users will also spend less time clicking around to find information that can be accessed in one-click or a hover over, rather than hunt for that “one report.”

Automatically Set Lookups

Only an #AwesomeAdmin understands the amazing benefits brought by setting lookups automatically in your database. Your data is now more interconnected as you define important lookups such as relating leads to their accounts.

Free Edition Features:

  • 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
  • 2 lookup settings

Premium Edition Features:

  • UNLIMITED lookup settings
  • Prioritized Support
  • Consistent access to Stable Releases

Lookup Helper Premium Edition

New Customer Pricing

$660/org/year This price only applies if you accept our standard agreements. Contact us if you need a customized quote at sales@passagetech.com.

Interested in Lookup Helper?

Great Alone, Better with Friends

Our apps work together to help everyone get more out of Salesforce. While Lookup Helper is great for Salesforce Admins, when used in combination with other apps, you can also assist your sales, customer service, and executive teams. Customers report higher satisfaction scores when they use multiple apps together! As an added bonus, if you buy two or more apps, you receive a 10% discount.

Here are some solutions you can create by combining multiple apps together:

Sales Rep Reporting

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Group sales data by team, individuals, or time period

GDPR Compliance

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Link all compliance information to an Individual record

Project Management

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Prioritize Projects or Tasks, link records to Projects, and manage clutter

Lead Scoring

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Add or subtract sales intent points based on any field

Install Lookup Helper Free Edition
Create and relate Salesforce Individual records for GDPR with Free Salesforce record search app Lookup Helper
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