--- title: Display Products on an Account in Salesforce | Lookup Helper Use Case Library description: Learn how to automatically display purchased products on an Account in Salesforce with Lookup Helper's pre-built setting. Enhance cross-selling and segmentation for better marketing strategies. image: https://www.passagetechnology.com/hubfs/Display%20Products%20on%20Account%20Page.png --- [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) # Display Products on an Account in Salesforce [![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: How do you automatically relate and display Products bought on an Account record?   ## Solution: Deploy Lookup Helper's pre-built setting "Display Products on Account Page." Quickly deploy one of Lookup Helper's pre-built settings named, "Display Products on Account Page." This setting will relate OpportunityLineItems with a parent Account if the child OpportunityLineItem's Opportunity.AccountId = Account.ID. This use case deploys one Lookup Helper setting and one field. Once logged into your Salesforce organization click on the App Launcher or All Tabs and search for "Lookup Helper." Click on the "Deploy Pre-Built Lookups" tile and click "Deploy" next to the Display Products on Account Page label: ![Lookup Helper Deploy Pre-Built Lookups](https://www.passagetechnology.com/hs-fs/hubfs/Lookup%20Helper%20Deploy%20Pre-Built%20Lookups.png?width=895&height=598&name=Lookup%20Helper%20Deploy%20Pre-Built%20Lookups.png) ![Display Products on Account Page](https://www.passagetechnology.com/hs-fs/hubfs/Display%20Products%20on%20Account%20Page.png?width=658&height=355&name=Display%20Products%20on%20Account%20Page.png) - Click on the "Deploy Display Products on Account Page Field" button ![Display Products on Account Page deploy field](https://www.passagetechnology.com/hs-fs/hubfs/Display%20Products%20on%20Account%20Page%20deploy%20field.png?width=759&height=197&name=Display%20Products%20on%20Account%20Page%20deploy%20field.png) - The Display Products on Account Page field will be deployed. - Please Note: Field Level Security will not be automatically set when creating fields through Lookup Helper, and the field will not automatically be added to page layouts. Please ensure that the newly created field is added to all desired layouts and permission sets once the lookup creation process has concluded. - Then click on the "Deploy Display Products on Account Page Setting" button ![Display Products on Account Page deploy setting](https://www.passagetechnology.com/hs-fs/hubfs/Display%20Products%20on%20Account%20Page%20deploy%20setting.png?width=775&height=181&name=Display%20Products%20on%20Account%20Page%20deploy%20setting.png) You will also be able to view and edit the deployed lookup via the Lookup Helper Settings page. Now Marketing and Sales can see which products an Account has purchased to do cross-selling, or see which products they need more nurturing for. This information can also help with segmenting Accounts for Account-Based Marketing. Tags: [Account](https://www.passagetechnology.com/lookup-helper-use-cases/topic/account), [Account Based Marketing](https://www.passagetechnology.com/lookup-helper-use-cases/topic/account-based-marketing), [Opportunity Products](https://www.passagetechnology.com/lookup-helper-use-cases/topic/opportunity-products), [Pre-built lookup setting](https://www.passagetechnology.com/lookup-helper-use-cases/topic/pre-built-lookup-setting) | [** Relate Salesforce Records (like Accounts or Contacts) to States ](https://www.passagetechnology.com/lookup-helper-use-cases/relate-salesforce-records-to-states) | [Lookup Helper Use Case Library](https://www.passagetechnology.com/lookup-helper-use-cases) | [ Automatically Link Contacts to Account Owners in Salesforce ** ](https://www.passagetechnology.com/lookup-helper-use-cases/automatically-link-contacts-to-account-owners-in-salesforce) | | --- | --- | --- | [ 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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