Lookup Helper Use Case Library

Ultimate Parent Account

Problem: You want to link an Account with it's ultimate parent Account. When you have multi-level account hierarchies, there are often many benefits to having all child accounts directly related to...

Account, Hierarchy

Duplicate Records


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

Lookup Helper Use Case Library Next