June 9, 2015
Lookup Helper can automatically create lead source campaigns, and relate your leads directly to the correct lead source campaign. With this relationship in place you can see a related list of all of the leads that have come into your system for any given lead source, you may also use our Rollup...
|View post||Tags: Campaign|
Have you ever wanted to see a list of related grandchild records when viewing a parent record in Salesforce? A simple example of this would be to display a related list of Cases or Opportunities created for all child Accounts at the parent Account level.
Why spend tens of thousands of dollars on a Salesforce marketing automation tool when Lookup Helper, in addition to a few other applications (like Rollup Helper and MailChimp), can do the same thing for a quarter of the price?
|View post||Tags: Contact, Campaign, Lead|
When data is being loaded into Salesforce from an external database, it is very difficult to maintain the relationships that existed previously. With Lookup Helper, you no longer have to spend hours updating lookup fields, or have to hire a developer to write custom code that will maintain the...
May 7, 2015
Are you tired of creating a ton of reports and dashboards in Salesforce to retrieve information about user performance, or unable to obtain some of the information through reports?
|View post||Tags: Opportunity|
May 7, 2015
Did you know that when you use Salesforce out of the box, there is no way to view Account information on the Lead page? Think about that for one more minute...if you are using Salesforce to sell business to business, you are mostly likely dealing with persons who work at...
|View post||Tags: Account, Lead, Industry, Lookup Helper|
One of the big limitations in Salesforce is the inability to set queues on Standard Objects other than Case or Lead. To overcome this limitation, one of things you will need to do is to create a custom queue object to link each object to. To do, this you will need to use Lookup Helper to set the...
With Lookup Helper, one of the top use cases is the ability to categorize your records by the following dimensions:
|View post||Tags: Account, Opportunity|