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

1 year license (per org)
$600 Pricing displayed is for a 1 year term, does not include our 30% non-profit discount, and is subject to our standard Master Subscription Agreement.

2 year license (per org)
$1,074 Pricing displayed is for a 2 year term, does not include our 30% non-profit discount, and is subject to our standard Master Subscription Agreement.

3 year license (per org)
$1,548 Pricing displayed is for a 3 year term, does not include our 30% non-profit discount, and is subject to our standard Master Subscription Agreement.

Interested in Lookup Helper?

Extend Lookup Helper even further with the Helper Suite Bundle

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Helper Suite is a bundle of Salesforce apps that are trustworthy, easy-to-use, and highly-rated on the AppExchange. Empower admins with Rollup Helper and Lookup Helper, manage Salesforce data with Storage Helper, and improve record details and decision-making with Prioritization Helper.

While each app is useful on their own, the whole is greater than the sum of their parts. Together, they take care of common problems faced by Admins, such as: Data Enrichment, Storage Space, Building & Running Reports, Salesforce User Adoption, and Industry Compliance like GDPR.

The Helper Suite bundle includes special discount pricing for the Premium Editions of Rollup Helper, Lookup Helper, Storage Helper, and Prioritization Helper. Available in single- and multi-year subscriptions, Helper Suite apps are 100% Salesforce native and Lightning-ready.

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