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Lookup Helper gets around Salesforce limitations with enhanced lookup functionality. You can relate all of your important data, so users can easily find relevant information. No more "how do I" training to get to aggregated information or extra reports/dashboards. It allows you to:
You can automatically create new data records. This allows you to display “detail pages” in Salesforce that show rolled-up information in your database to users. And this includes information like zip codes/post codes, provinces/states, regions, territories, users, products, customer groups, and any other master data!
| Feature | Free Edition | Premium Edition |
| UNLIMITED lookup settings |
2 lookup settings |
Unlimited lookup settings |
| Consistent access to Stable Releases | No | Yes |
| Priority support response times | No | Yes |
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
| Function | What Lookup Helper Can Do |
| IT Teams | Automate relationships between custom objects |
| Sales Teams | Match leads to existing accounts or assign leads |
| Healthcare | Connect patient visits to physicians |
| Nonprofit Orgs | Link donations to households or campaigns |
Yes. It runs entirely inside your Salesforce org and never stores data externally.
No — everything is point-and-click with guided setup.
Yes. You can install a trial directly from AppExchange.
Passage Technology’s Salesforce apps provide solutions for many business functions across various industries and clouds.
Development Services — Trusted, certified Salesforce consultants and developers for custom solutions
Lookup Helper and all Passage apps keep up to date with Salesforce, diligently testing with the latest versions before releasing Lookup Helper updates, ensuring app stability and security. Read about Passage Technology app security.
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