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.
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
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.
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