Lookup Helper Use Case Library

1. Rollup organization-wide metrics - Create a single object with a single record for your organization. Then, setup Lookup Helper to link each source record to it, so as to get a global SUM, AVERAGE,...

Account, Contact

With Lookup Helper you can automatically relate Opportunity Products to the Account the Opportunity belongs to.

To achieve this, just follow these simple steps:

Account, Opportunity Product

Problem: Do you need to automatically assign child records to the owner of the parent record?

Problem

How do you automatically relate Leads to their Source Campaign?

Campaign, Lead, Pre-built lookup setting

Problem: Have you ever wanted to see a list of related grandchild records when viewing a parent record in Salesforce?

A simple example of this would be to display a related list of Cases or...

Account, Case, Case Management, Opportunity

Problem: Marketing automation tools are a great way to reach prospects and customers at just the right moment, but only if you use them correctly. There's so much data in your CRM, but sometimes it...

Account, Contact, Campaign, Lead, Opportunity, Marketing, Customer Support

Problem: When data is being loaded into Salesforce from an external database, it's difficult to maintain the relationships that existed previously.

With Lookup Helper, you no longer have to spend...

Problem

Did you know that when you use Salesforce out of the box, there is no way to view Account information on the Lead page?Think about that for one minute...if you are using Salesforce® to sell...

Account, Lead, Lead Management, Pre-built lookup setting