Relate Contacts to their Assistants in Salesforce

Problem

How do you automatically relate and Contacts to their assistants in Salesforce?

Solution

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:

• Click on the "Deploy Track Contacts and their Assistants Field" button
  
• 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
  
  
  

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.