Lookup Helper Use Case Library

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

Problem: How do you automatically relate Leads to their Source Campaign?

Campaign, Lead, Pre-built lookup setting

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: Can't view Account information on the Lead page with Salesforce out of the box.

Did you know that when you use Salesforce out of the box, there is no way to view Account information on the...

Account, Lead, Lead Management, Pre-built lookup setting

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

Problem: You need to leverage your existing picklists to create and maintain your "reporting objects."

A reporting object is an object that you use to help with providing a consolidated view of...

Opportunity, Customer Success, building reports in Salesforce