--- title: Create Parent Record on Field Match | Lookup Helper Use Case Library description: Use the Create New Category Records functionality in Lookup Helper to create the new category records for you. --- [GET DEMO](https://www.passagetechnology.com/any-product-one-on-one) **+1 (224) 655-6779 [![Trusted Salesforce service partner Passage Technology](https://www.passagetechnology.com/hubfs/2021/Nav-header-logo_PT.png) ](https://www.passagetechnology.com) # Create Parent Record on Field Match [![Free Salesforce business guides to help admins/developers, project managers, sales managers, and decision makers. Download the free PDF series now: Reinventing Your Business, Reimagining Your Salesforce®.](https://www.passagetechnology.com/hubfs/2021/Essential-Salesforce-Guide_Helper-Suite.png) ](https://www.passagetechnology.com/en/essential-guide-for-salesforce-admins-developers) ## 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 time-consuming to upkeep. This could be because they're ongoing records and you don't want to have to create it every time (example: creating every new month). Or, you may have an absurdly long list you'll never complete — like uploading every city in the world into Salesforce. These reports will be useless if people don't feel like taking the time to correctly relate records. Or, if you want the Parent records created automatically, it'll also be time consuming to create and maintain the needed Flows. ## Solution: Use the "Create New Category Records" functionality in Lookup Helper to create the category records for you. Here are some suggested scenarios to use this feature with: [Sales Rep Reporting](https://www.passagetechnology.com/lookup-helper-use-cases/2016/12/13/sales-rep-reporting) - You don't have to make new records for each month or year. They will be created as time goes on. [Lead Source Campaign](https://www.passagetechnology.com/lookup-helper-use-cases/2015/6/9/top-use-case-create-lead-source-campaigns) - For every new event, you don't have to remember to create a lead source campaign for it. [Grouping Companies Based On Industry](https://www.passagetechnology.com/lookup-helper-use-cases/group-all-opportunities-for-companies-in-a-specific-industry) - Depending on how granular you track industries, this could be hundreds of options. Have Lookup Helper create them instead. [Address (Zip Code)](https://www.passagetechnology.com/lookup-helper-use-cases/view-available-personnel-in-a-geographical-area) - Add new zip codes as needed. [GDPR Privacy Data](https://www.passagetechnology.com/automatically-create-and-relate-individual-records-in-salesforce) - Create Individual records based on new Leads or Contacts. Tags: [Sales Productivity](https://www.passagetechnology.com/lookup-helper-use-cases/topic/sales-productivity), [Custom Object](https://www.passagetechnology.com/lookup-helper-use-cases/topic/custom-object), [Lookup Rollups](https://www.passagetechnology.com/lookup-helper-use-cases/topic/lookup-rollups), [Zip Code](https://www.passagetechnology.com/lookup-helper-use-cases/topic/zip-code), [building reports in Salesforce](https://www.passagetechnology.com/lookup-helper-use-cases/topic/building-reports-in-salesforce), [individual object](https://www.passagetechnology.com/lookup-helper-use-cases/topic/individual-object) | [** Use Lookup Helper to Get Around Reporting Bucket Limits ](https://www.passagetechnology.com/lookup-helper-use-cases/use-lookup-helper-to-get-around-reporting-bucket-limits) | [Lookup Helper Use Case Library](https://www.passagetechnology.com/lookup-helper-use-cases) | [ Adding a Recently Modified Lookup Helper Setting to the Top of Your List ** ](https://www.passagetechnology.com/lookup-helper-use-cases/modified-setting-list-order) | | --- | --- | --- | [ Tracking Open Cases on Contacts in Salesforce ](https://www.passagetechnology.com/lookup-helper-use-cases/track-open-cases-on-contacts-in-salesforce) [ Tracking Open Cases on Accounts in Salesforce ](https://www.passagetechnology.com/lookup-helper-use-cases/track-open-cases-on-accounts-in-salesforce) [ Relate Contacts to their Assistants in Salesforce ](https://www.passagetechnology.com/lookup-helper-use-cases/relate-contacts-to-their-assistants-in-salesforce) [ Automatically Link Contacts to Individuals in Salesforce ](https://www.passagetechnology.com/lookup-helper-use-cases/automatically-link-contacts-to-individuals-in-salesforce) [ Automatically Link Contacts to Account Owners in Salesforce ](https://www.passagetechnology.com/lookup-helper-use-cases/automatically-link-contacts-to-account-owners-in-salesforce) [ Link Child Accounts to Ultimate Parent Account in Salesforce ](https://www.passagetechnology.com/lookup-helper-use-cases/ultimate-parent-account) [ Set Queue Custom Object on Any Standard Object ](https://www.passagetechnology.com/lookup-helper-use-cases/top-use-case-set-queue-custom-object-on-any-standard-object) [ Display Related List of Grandchild Records on the Parent Record ](https://www.passagetechnology.com/lookup-helper-use-cases/top-use-case-link-cases-and-opportunities-to-parent-accounts) [ Relating Cases to Accounts in Salesforce ](https://www.passagetechnology.com/lookup-helper-use-cases/relating-cases-to-accounts-in-salesforce) [ Assign Lead to Account Owner and Send New Lead Notification ](https://www.passagetechnology.com/lookup-helper-use-cases/assign-lead-to-account-owner-and-send-new-lead-notification) © 2026 Passage Technology LLC All Rights Reserved. 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