Problem: Categorizing your Salesforce data is great for reporting, but it’s not useful if the data isn’t accurate. Some custom Objects have a lot of parent records that are difficult and...
GET DEMO
+1 (224) 655-6779
Problem: Categorizing your Salesforce data is great for reporting, but it’s not useful if the data isn’t accurate. Some custom Objects have a lot of parent records that are difficult and...
Problem: This idea to increase report bucket limits, which was posted in 2012 and has over 1,700 upvotes, is still "not planned" to be worked on by Salesforce.
Problem: Sales and Marketing teams like to create an ideal customer profile to know the best prospects to go after. One aspect that may help you find your ideal customer is the size of the company....
Problem: Companies or products can serve multiple industries. You may want to group Opportunities for specific industries to see how a specific sales team is performing, or it may help you see which...
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...
Problem: Because of Salesforce limitations with the standard relationship between Task and Lead, this use case gets a bit complicated, But with the use of use our tool Lookup Helper along with Rollup...
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...
Detailed reports for time logged in the Time Entry grid on objects (standard and custom) other than Project Task.
In a world where technology is enabling more and more research to be done pre-sale, it is becoming increasingly difficult for both B2B and B2C businesses to stay in front of their customers...
When a new Lead comes in, the ability of the right rep to instantly make contact is a critical success factor in winning their business.
| Lookup Helper Use Case Library | Next |