Lookup Helper Use Case Library

Duplicate Records

Problem:

When a user manually enters the information for a contact and searches Salesforce for the appropriate account, it adds extra steps and increases the chance that duplicate records will be...

Lookup Helper

Sales Rep Reporting

Problem:  

As a Sales Manager, one convenient place is needed to provide visibility into all aspects of a Sales Rep's performance.  Also, having a Sales leader board would further motivate Sales Reps...

Custom Object, Helper Suite

Automatically Assign Leads to Accounts

Problem:

For many businesses, converting Leads into Accounts, while important, is time consuming and can be error prone as it depends on manual User entry. Having the process automated will ensure...

Account, Lead

Lookup Helper Use Case Library Next