e-Commerce: View Products by Category in Salesforce
Problem: A pain point that many online businesses experience is not being able to easily organize their products by category in Salesforce®.
For example, Connie sells spice blends online, but she needs a way to easily view all the spices in each category in Salesforce. She would like to divide her spice inventory into categories based on the tastes for each spice.
Solution: Lookup Helper can provide assistance to e-commerce entrepreneurs like Connie.
To organize and view products by category in Salesforce using Lookup Helper, simply follow the steps below.
Steps for Organizing Products by Category Using Lookup Helper
Create a Spice Object
Create a Spice Category text field on the spice Object
Create a Spice Category Object
Create a Lookup Field to Spice Category on the Spice Object
Create a Lookup Helper Setting
Child Object: Spice
Parent Object: Spice Category
Child Field: Spice Category Field
Parent Field: Name
Enable real time on the Spice Object
Create four Spice Category records
When Connie adds a new spice like Cayenne Pepper with a Spice Category value of “Hot,” it will show up in the related list on the “Hot” Spice Category record page.
The image below shows the “Hot” Spice Category record page and the Spices in the “Hot” category in the related list on the page.
Have a use case you’d like to share?
If you have a Lookup Helper Use Case, we’d love to hear from you! Just submit it using this form. Submitting use cases allows everyone to get the most from their investment in Salesforce.