Problem: You need to leverage your existing picklists to create and maintain your "reporting objects."
A reporting object is an object that you use to help with providing a consolidated view of something significant in your organization.
For example, one of our customers wanted to roll-up opportunity statistics up to a region level. While they were planning to use Rollup Helper for this, they had only created a region picklist field on the their opportunity object, but didn't have a lookup field set on the opportunity that connected each of their opportunities to their regions. Enter Lookup Helper.
Solution: With Lookup Helper, you can maintain a lookup by pointing Salesforce to another field such as a "region" picklist that can help to establish which parent region to associate the opportunity to.
If Lookup Helper doesn't find a matching "region" / parent record, it can even create one for you.
For this scenario, we will be relating Opportunities to Regions, but you can replace these with whichever Objects you choose.
In Setup, create a new Object named "Region." Then, on the Object you want related to Region, create a lookup field named Region, and a picklist field named Region Picklist. For this example, we'll put these fields on Opportunities. Since there are two fields with the same information, you may want to hide the lookup field from the page layout.
In Lookup Helper
- Select Opportunity as the child Object
- Select the new Region lookup field
- Set lookup matching criteria be when the Opportunity Region Picklist matches Region Name
- Optionally, enable "Create New Category Records" if you would like to create new Region records
- Save and run the Lookup Helper setting.
Now you can create reports based on specific Regions. This is just one example of setting the value of a lookup field based on a matching value in a picklist, but play around with other ideas too!
This use case came from one of our customers. If you have a story you would like to share, let us know here.
