Lookup Helper Use Case Library

Problem: Because of Salesforce limitations with the standard relationship between Task and Lead, this use case gets a bit complicated, but with the use of our tool Lookup Helper along with Rollup...

COUNT, Lead, Lead Management, Rollup Helper, Task

Problem: When a user manually enters the information for a contact and searches Salesforce for the appropriate account, it adds extra steps and increases the chance that duplicate records will be...

Lookup Helper

Problem: Need detailed reports for time logged in the Time Entry grid on Objects (standard and custom) other than Project Task.

Lookup Helper, Milestones PM+, Time Tracking

Problem: In a world where technology is enabling more research to be done pre-sale, it's becoming increasingly difficult for both B2B and B2C businesses to stay in front of their customers and remain...

Account, Account Based Marketing, Custom Object, Industry, Tier

Problem: When a new Lead comes in, the ability of the right rep to instantly make contact is a critical success factor in winning their business.

Account, Account Based Marketing, Lead, Lookup Helper

Problem: As a Sales Manager, one convenient place is needed to provide visibility into all aspects of a Sales Rep's performance.  

Also, having a Sales leader board would further motivate Sales Reps...

Custom Object, Helper Suite

Problem: As an inbound call center rep, I need to quickly and easily find available resources within the geographical location of the customer.

Custom Object, Helper Suite, Rollup Helper, Field Rep, Zip Code

Problem: For many businesses, converting Leads into Accounts is time consuming and can be error prone as it depends on manual User entry.

Having the process automated will ensure that Leads are...

Account, Lead

Problem: As a Customer Service Representative or Support Agent, I want to be able to quickly see a prioritized list of open Cases on an Account or Contact.

Account, Case, Contact

1. Rollup organization-wide metrics - Create a single object with a single record for your organization. Then, setup Lookup Helper to link each source record to it, so as to get a global SUM, AVERAGE,...

Account, Contact