Lookup Helper Use Case Library

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

With Lookup Helper you can automatically relate Opportunity Products to the Account the Opportunity belongs to.

To achieve this, just follow these simple steps:

Account, Opportunity Product

Problem: Do you need to automatically assign child records to the owner of the parent record?

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...

Campaign, Lookup Helper, Child record

Problem: 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...

Account, Case, Case Management, Opportunity

Problem: Marketing automation tools are a great way to reach prospects and customers at just the right moment, but only if you use them correctly. There's so much data in your CRM, but sometimes it...

Account, Contact, Campaign, Lead, Opportunity, Marketing, Customer Support

Problem: When data is being loaded into Salesforce from an external database, it's difficult to maintain the relationships that existed previously.

With Lookup Helper, you no longer have to spend...

Problem: 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®...

Account, Lead, Industry, Lookup Helper

Problem: One of the big limitations in Salesforce is the inability to set queues on Standard Objects other than Cases, Leads, Tasks, Contact Requests, Orders, Service Contracts, Knowledge Articles,...

Custom Object, Automation

With Lookup Helper, one of the top use cases is the ability to categorize your records by the following dimensions:

Account, Opportunity