--- title: Lookup Helper Use Case Library | Passage Technology description: Case studies, how-tos for free Salesforce app Lookup Helper from trusted partner Passage Technology. Find related records, dupe data --- [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) ### Subscribe ### Tags - [Account (20)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/account) - [Pre-built lookup setting (11)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/pre-built-lookup-setting) - [Contact (8)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/contact) - [Lead (8)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/lead) - [Lookup Helper (7)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/lookup-helper) - [Opportunity (7)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/opportunity) - [Custom Object (6)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/custom-object) - [Account Based Marketing (5)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/account-based-marketing) - [Case (5)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/case) - [Sales Productivity (4)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/sales-productivity) - [Campaign (3)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/campaign) - [Rollup Helper (3)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/rollup-helper) - [building reports in Salesforce (3)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/building-reports-in-salesforce) - [Industry (2)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/industry) - [Lead Management (2)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/lead-management) - [Opportunity Products (2)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/opportunity-products) - [Zip Code (2)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/zip-code) - [individual object (2)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/individual-object) - [Account Management (1)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/account-management) - [Admin Apps (1)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/admin-apps) - [Automation (1)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/automation) - [COUNT (1)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/count) - [Case Management (1)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/case-management) - [Customer Success (1)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/customer-success) - [Customer Support (1)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/customer-support) - [Field Rep (1)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/field-rep) - [GDPR (1)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/gdpr) - [Hierarchy (1)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/hierarchy) - [Inventory Level (1)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/inventory-level) - [Lookup Rollups (1)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/lookup-rollups) - [Marketing (1)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/marketing) - [Milestones PM+ (1)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/milestones-pm) - [Opportunity Product (1)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/opportunity-product) - [Task (1)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/task) - [Tier (1)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/tier) - [Time Tracking (1)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/time-tracking) - [child account (1)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/child-account) - [configure Lookup Helper Setting (1)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/configure-lookup-helper-setting) - [criteria matching (1)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/criteria-matching) - [custom objects (1)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/custom-objects) - [e-commerce (1)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/e-commerce) - [low inventory (1)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/low-inventory) - [monitor inventory in Salesforce (1)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/monitor-inventory-in-salesforce) - [most recently modified Lookup Helper Setting (1)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/most-recently-modified-lookup-helper-setting) - [organize products (1)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/organize-products) - [parent account (1)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/parent-account) - [parent and child filters (1)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/parent-and-child-filters) - [product category (1)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/product-category) - [reporting (1)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/reporting) [![Tracking Open Cases on Contact setting](https://www.passagetechnology.com/hubfs/Tracking%20Open%20Cases%20on%20Contact.png) ](https://www.passagetechnology.com/lookup-helper-use-cases/track-open-cases-on-contacts-in-salesforce) ## Problem: How do you automatically relate Cases to the Contact who submitted the Case in Salesforce — especially if you want it filtered only to only show Open Cases?  [Case](https://www.passagetechnology.com/lookup-helper-use-cases/tag/case), [Contact](https://www.passagetechnology.com/lookup-helper-use-cases/tag/contact), [Pre-built lookup setting](https://www.passagetechnology.com/lookup-helper-use-cases/tag/pre-built-lookup-setting) [![Tracking Open Cases on Accounts](https://www.passagetechnology.com/hubfs/Tracking%20Open%20Cases%20on%20Account.png) ](https://www.passagetechnology.com/lookup-helper-use-cases/track-open-cases-on-accounts-in-salesforce) ## Problem: How do you automatically relate Cases to their Accounts in Salesforce — especially if you want it filtered only to only show Open Cases? [Account](https://www.passagetechnology.com/lookup-helper-use-cases/tag/account), [Case](https://www.passagetechnology.com/lookup-helper-use-cases/tag/case), [Pre-built lookup setting](https://www.passagetechnology.com/lookup-helper-use-cases/tag/pre-built-lookup-setting) [![Track Contacts and their Assistants setting](https://www.passagetechnology.com/hubfs/Track%20Contacts%20and%20their%20Assistants.png) ](https://www.passagetechnology.com/lookup-helper-use-cases/relate-contacts-to-their-assistants-in-salesforce) ## Problem: How do you automatically relate and Contacts to their assistants in Salesforce? [Contact](https://www.passagetechnology.com/lookup-helper-use-cases/tag/contact), [Pre-built lookup setting](https://www.passagetechnology.com/lookup-helper-use-cases/tag/pre-built-lookup-setting) [![Link Contacts to Individuals Setting](https://www.passagetechnology.com/hubfs/Link%20Contacts%20to%20Individuals.png) ](https://www.passagetechnology.com/lookup-helper-use-cases/automatically-link-contacts-to-individuals-in-salesforce) ## Problem: How do you automatically relate and Contacts to Individuals in Salesforce?  [Contact](https://www.passagetechnology.com/lookup-helper-use-cases/tag/contact), [GDPR](https://www.passagetechnology.com/lookup-helper-use-cases/tag/gdpr), [individual object](https://www.passagetechnology.com/lookup-helper-use-cases/tag/individual-object), [Pre-built lookup setting](https://www.passagetechnology.com/lookup-helper-use-cases/tag/pre-built-lookup-setting) [![Link Contacts to Account Owners](https://www.passagetechnology.com/hubfs/Link%20Contacts%20to%20Account%20Owner.png) ](https://www.passagetechnology.com/lookup-helper-use-cases/automatically-link-contacts-to-account-owners-in-salesforce) ## Problem: How do you automatically relate and link Contacts to Account Owners in Salesforce?  [Account Management](https://www.passagetechnology.com/lookup-helper-use-cases/tag/account-management), [Contact](https://www.passagetechnology.com/lookup-helper-use-cases/tag/contact), [Sales Productivity](https://www.passagetechnology.com/lookup-helper-use-cases/tag/sales-productivity), [Pre-built lookup setting](https://www.passagetechnology.com/lookup-helper-use-cases/tag/pre-built-lookup-setting) [![Display Products on Account Page setting](https://www.passagetechnology.com/hubfs/Display%20Products%20on%20Account%20Page.png) ](https://www.passagetechnology.com/lookup-helper-use-cases/display-products-on-account-in-salesforce) ## Problem: How do you automatically relate and display Products bought on an Account record? [Account](https://www.passagetechnology.com/lookup-helper-use-cases/tag/account), [Account Based Marketing](https://www.passagetechnology.com/lookup-helper-use-cases/tag/account-based-marketing), [Opportunity Products](https://www.passagetechnology.com/lookup-helper-use-cases/tag/opportunity-products), [Pre-built lookup setting](https://www.passagetechnology.com/lookup-helper-use-cases/tag/pre-built-lookup-setting) [![Step 3 of relating Accounts to States](https://www.passagetechnology.com/hubfs/Account%20to%20State%20step%203.png) ](https://www.passagetechnology.com/lookup-helper-use-cases/relate-salesforce-records-to-states) ## Problem: It's easier to track geographical data if objects (such as Accounts, Contacts, or Leads) are related to a State object. For example, track the number of Leads or Revenues tied to a... [Account](https://www.passagetechnology.com/lookup-helper-use-cases/tag/account), [Account Based Marketing](https://www.passagetechnology.com/lookup-helper-use-cases/tag/account-based-marketing), [Contact](https://www.passagetechnology.com/lookup-helper-use-cases/tag/contact), [Custom Object](https://www.passagetechnology.com/lookup-helper-use-cases/tag/custom-object), [Lead](https://www.passagetechnology.com/lookup-helper-use-cases/tag/lead) [![Deploy Cases to Accounts](https://www.passagetechnology.com/hubfs/Cases%20to%20Accounts.png) ](https://www.passagetechnology.com/lookup-helper-use-cases/relating-cases-to-accounts-in-salesforce) ## Problem: How do you automatically relate Cases to Accounts instead of having to relate them manually? [Account](https://www.passagetechnology.com/lookup-helper-use-cases/tag/account), [Case](https://www.passagetechnology.com/lookup-helper-use-cases/tag/case), [Pre-built lookup setting](https://www.passagetechnology.com/lookup-helper-use-cases/tag/pre-built-lookup-setting) [![Account Source Campaigns](https://www.passagetechnology.com/hubfs/Account%20Source%20Campaigns.png) ](https://www.passagetechnology.com/lookup-helper-use-cases/salesforce-account-source-campaigns) ## Problem: How do you automatically relate Accounts to the Campaign that created them instead of having to relate them manually? [Account](https://www.passagetechnology.com/lookup-helper-use-cases/tag/account), [Campaign](https://www.passagetechnology.com/lookup-helper-use-cases/tag/campaign), [Pre-built lookup setting](https://www.passagetechnology.com/lookup-helper-use-cases/tag/pre-built-lookup-setting) [![Criteria Matching feature](https://lh7-us.googleusercontent.com/S57e4vNxpeL3UP7TL48lfTp61KKrq1KS6uEHlLh3XbBq0AXNVd5NGMB1-CZvfeehjjFVRVq04YCn1e5sOjS6S3N40LRksGxPNPSPSZap31RTQ1bqUeTXpi43IlIBK2wLkdfyGsiONKH4o0VtGILASH4) ](https://www.passagetechnology.com/lookup-helper-use-cases/relate-records) ## Problem: A user needs to create Lookup Helper settings that relate records with fields that don't match.  A user can match all Leads from companies with 50 or less employees to a small business... [Account](https://www.passagetechnology.com/lookup-helper-use-cases/tag/account), [Lead](https://www.passagetechnology.com/lookup-helper-use-cases/tag/lead), [parent and child filters](https://www.passagetechnology.com/lookup-helper-use-cases/tag/parent-and-child-filters), [criteria matching](https://www.passagetechnology.com/lookup-helper-use-cases/tag/criteria-matching) | | [Lookup Helper Use Case Library](https://www.passagetechnology.com/lookup-helper-use-cases) | [ Next ** ](https://www.passagetechnology.com/lookup-helper-use-cases/page/2) | | --- | --- | --- | © 2026 Passage Technology LLC All Rights Reserved. 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