--- title: Relate Contacts to their Assistants in Salesforce | Lookup Helper Use Case Library description: Learn how to automatically relate Contacts to their assistants in Salesforce using Lookup Helper's pre-built setting. Easily connect professionals and streamline communication. image: https://www.passagetechnology.com/hubfs/Track%20Contacts%20and%20their%20Assistants.png --- [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) # Relate Contacts to their Assistants in Salesforce [![Free Salesforce business guides to help admins/developers, project managers, sales managers, and decision makers. Download the free PDF series now: Reinventing Your Business, Reimagining Your Salesforce®.](https://www.passagetechnology.com/hubfs/2021/Essential-Salesforce-Guide_Helper-Suite.png) ](https://www.passagetechnology.com/en/essential-guide-for-salesforce-admins-developers) ## Problem: How do you automatically relate and Contacts to their assistants in Salesforce?   ## Solution: Deploy Lookup Helper's pre-built setting "Track Contacts and their Assistants."  Quickly deploy one of Lookup Helper's pre-built settings named, "Track Contacts and their Assistants." This setting will relate child Contacts with a parent Contact when the child Contact.Name = parent Contact.AssistantName. This use case deploys one Lookup Helper setting and one field. Once logged into your Salesforce organization, click on the App Launcher or All Tabs and search for "Lookup Helper." Click on the "Deploy Pre-Built Lookups" tile and click "Deploy" next to the Track Contacts and their Assistants label: ![Lookup Helper Deploy Pre-Built Lookups](https://www.passagetechnology.com/hs-fs/hubfs/Lookup%20Helper%20Deploy%20Pre-Built%20Lookups.png?width=895&height=598&name=Lookup%20Helper%20Deploy%20Pre-Built%20Lookups.png) ![Track Contacts and their Assistants](https://www.passagetechnology.com/hs-fs/hubfs/Track%20Contacts%20and%20their%20Assistants.png?width=642&height=343&name=Track%20Contacts%20and%20their%20Assistants.png) - Click on the "Deploy Track Contacts and their Assistants Field" button ![Track Contacts and their Assistants deploy field](https://www.passagetechnology.com/hs-fs/hubfs/Track%20Contacts%20and%20their%20Assistants%20deploy%20field.png?width=744&height=201&name=Track%20Contacts%20and%20their%20Assistants%20deploy%20field.png) - The Track Contacts and their Assistants field will be deployed. - Please Note: Field Level Security will not be automatically set when creating fields through Lookup Helper, and the field will not automatically be added to page layouts. Please ensure that the newly created field is added to all desired layouts and permission sets once the lookup creation process has concluded. - Then click on the "Deploy Track Contacts and their Assistants Setting" button ![Track Contacts and their Assistants deploy setting](https://www.passagetechnology.com/hs-fs/hubfs/Track%20Contacts%20and%20their%20Assistants%20deploy%20setting.png?width=769&height=180&name=Track%20Contacts%20and%20their%20Assistants%20deploy%20setting.png) You will also be able to view and edit the deployed lookup via the Lookup Helper Settings page. Now, you can easily connect Contacts with their assistants and gain insight into their professional relationships. If you're facing communication challenges with a Contact, you now have the option to reach out to their assistant for updates instead. Tags: [Contact](https://www.passagetechnology.com/lookup-helper-use-cases/topic/contact), [Pre-built lookup setting](https://www.passagetechnology.com/lookup-helper-use-cases/topic/pre-built-lookup-setting) | [** Automatically Link Contacts to Individuals in Salesforce ](https://www.passagetechnology.com/lookup-helper-use-cases/automatically-link-contacts-to-individuals-in-salesforce) | [Lookup Helper Use Case Library](https://www.passagetechnology.com/lookup-helper-use-cases) | [ Tracking Open Cases on Accounts in Salesforce ** ](https://www.passagetechnology.com/lookup-helper-use-cases/track-open-cases-on-accounts-in-salesforce) | | --- | --- | --- | [ Tracking Open Cases on Contacts in Salesforce ](https://www.passagetechnology.com/lookup-helper-use-cases/track-open-cases-on-contacts-in-salesforce) [ Tracking Open Cases on Accounts in Salesforce ](https://www.passagetechnology.com/lookup-helper-use-cases/track-open-cases-on-accounts-in-salesforce) [ Relate Contacts to their Assistants in Salesforce ](https://www.passagetechnology.com/lookup-helper-use-cases/relate-contacts-to-their-assistants-in-salesforce) [ Automatically Link Contacts to Individuals in Salesforce ](https://www.passagetechnology.com/lookup-helper-use-cases/automatically-link-contacts-to-individuals-in-salesforce) [ Automatically Link Contacts to Account Owners in Salesforce ](https://www.passagetechnology.com/lookup-helper-use-cases/automatically-link-contacts-to-account-owners-in-salesforce) [ Link Child Accounts to Ultimate Parent Account in Salesforce ](https://www.passagetechnology.com/lookup-helper-use-cases/ultimate-parent-account) [ Set Queue Custom Object on Any Standard Object ](https://www.passagetechnology.com/lookup-helper-use-cases/top-use-case-set-queue-custom-object-on-any-standard-object) [ Display Related List of Grandchild Records on the Parent Record ](https://www.passagetechnology.com/lookup-helper-use-cases/top-use-case-link-cases-and-opportunities-to-parent-accounts) [ Relating Cases to Accounts in Salesforce ](https://www.passagetechnology.com/lookup-helper-use-cases/relating-cases-to-accounts-in-salesforce) [ Assign Lead to Account Owner and Send New Lead Notification ](https://www.passagetechnology.com/lookup-helper-use-cases/assign-lead-to-account-owner-and-send-new-lead-notification) © 2026 Passage Technology LLC All Rights Reserved. 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