---
title: Create Lookup Helper Settings to Relate Records When Fields Don’t Match | Lookup Helper Use Case Library
description: Criteria Matching allows users to create Lookup Helper settings that relate records even without fields matching each other.
image: https://lh7-us.googleusercontent.com/S57e4vNxpeL3UP7TL48lfTp61KKrq1KS6uEHlLh3XbBq0AXNVd5NGMB1-CZvfeehjjFVRVq04YCn1e5sOjS6S3N40LRksGxPNPSPSZap31RTQ1bqUeTXpi43IlIBK2wLkdfyGsiONKH4o0VtGILASH4
---

[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)

# Create Lookup Helper Settings to Relate Records When Fields Don’t Match

[![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: A user needs to create Lookup Helper settings that relate records with fields that don't match. 

A user can match all Leads from companies with 50 or less employees to a small business Account Executive. However, a formula field on the Lead object needs to be created to hold the Boolean value of “less than or equal to 50” to achieve this, which creates extra steps.

## Solution: The Criteria Matching feature enables users to easily create Lookup Helper settings that relate records even without fields matching each other.

This means that users can create Lookup Helper settings to match records if they meet the child and parent filter conditions, regardless of whether the matching fields on the records are equal. In other words, when Criteria Matching is enabled on a Lookup Helper setting, records are returned only when filter criteria are met.

In this example, we’ve created a setting that only matches Leads from companies of under 50 employees to an Account Executive that specializes in small businesses. We've created some custom Text fields on Account named 'Title' and 'Specialty,’ which we use below as an example.

To enable Criteria Matching on a Lookup Helper setting:

1. Create a **Lookup Helper setting **as you normally would.
2. After selecting the lookup field, and before selecting fields to match: check the checkbox near the top of the page, next to 'Criteria Matching Mode' to enable Criteria Matching for this setting.

![Criteria matching mode image](https://lh7-us.googleusercontent.com/S57e4vNxpeL3UP7TL48lfTp61KKrq1KS6uEHlLh3XbBq0AXNVd5NGMB1-CZvfeehjjFVRVq04YCn1e5sOjS6S3N40LRksGxPNPSPSZap31RTQ1bqUeTXpi43IlIBK2wLkdfyGsiONKH4o0VtGILASH4)

3. Create/assign a **Child Filter** for this setting. In this case, this will be Lead.

1. Choose ‘Number of Employees’ in the ‘Field to Match’ select list.
2. Choose ‘Less or Equal’ in the Operator select list.
3. Enter ‘50’ in the Criteria text input box.
4. Click **Submit** to save the filter criteria.
5. Click **Save** to save the child filter.

![Child filter image](https://lh7-us.googleusercontent.com/W-4oXtkniGR6PpCIBFE9QGXjHDK6ZWyx7lM_DRkpAL0T7fWfLycL8iBFa1GAOXAlhgL79VR24a572ITyqPM9xzefril_fVJXtT6VEJfelFA_awfbk_v5rSA97A1TjWGrXYA7gtjA1yrNZ_gBpJ9d4Ms)

1. Create/assign a **Parent Filter** for this setting.

1. 1. Choose ‘Title’ in the ‘Field to Match’ select list.
     2. Choose ‘Equals’ in the Operator select list.
     3. Enter ‘Account Manager’ in the Criteria text input box. 
     4. Click **Submit** to save the filter criteria.
     5. Choose ‘Specialty’ in the ‘Field to Match’ select list.
     6. Choose ‘Equals’ in the Operator select list.
     7. Enter ‘Small Business’ in the Criteria text input box.
     8. Click **Save** to save the parent filter.
     9. Click **Submit** to save the filter criteria.

![Filter criteria image](https://lh7-us.googleusercontent.com/GlnO1Lpi5zH7TZjIXkwOXr57n8bkxpjFaytVkC1Fm1px4Nl8rse-UkiVYI_Cg3LfU-1Ypyr5E4RXblXaPMbEmzp8ke3_wQ8KbBJUervFsX0ziqCgkBJQCjgP2dtNuCj6sCgZwybKBdxf_fD1cwV8wLU)

1. **Save** your setting.
2. We can see that James is now the linked Sales rep in the image below. You now have a Criteria Matching enabled Lookup Helper setting!

![Linked sales rep image](https://lh7-us.googleusercontent.com/XiZmQpUMf53_fSrcc-672ABHmopYhe2wz2CVfIb-wMI6I0gqRQaHqsJgeTTHxQzRH9Db1OygMsWajBL5j8JLvHj5H4JitHb4BaqhaPCuSj7Wi_z78c3UDu3VR9BbEbPrJ-VbFC0Cc_eRnDnsWOk5GBI)

 

To see Criteria Matching in action, [check out the video](https://youtu.be/1I25eribKFA)!

 

 

Tags: [Account](https://www.passagetechnology.com/lookup-helper-use-cases/topic/account), [Lead](https://www.passagetechnology.com/lookup-helper-use-cases/topic/lead), [parent and child filters](https://www.passagetechnology.com/lookup-helper-use-cases/topic/parent-and-child-filters), [criteria matching](https://www.passagetechnology.com/lookup-helper-use-cases/topic/criteria-matching)

| [** How Can I Overcome Limitations with Salesforce Queues? ](https://www.passagetechnology.com/lookup-helper-use-cases/parent-child-filter) | [Lookup Helper Use Case Library](https://www.passagetechnology.com/lookup-helper-use-cases) | [ Salesforce Account Source Campaigns ** ](https://www.passagetechnology.com/lookup-helper-use-cases/salesforce-account-source-campaigns) |
| --- | --- | --- |

[ 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. [Privacy Policy](https://www.passagetechnology.com/privacy-policy) | [Purchasing & Legal](https://www.passagetechnology.com/purchasing-and-legal) | [Terms of Service](https://www.passagetechnology.com/terms-of-service) | [App Security](https://passagetech.my.site.com/KnowledgeBase/s/article/Security-and-Privacy-Policy-1578080055496)

- [** ](https://www.facebook.com/passagetech)
- <https://x.com/passagetech>
- [** ](https://www.linkedin.com/company/passage-technology)
- [** ](https://www.youtube.com/channel/UCK2tzaCWVC7PmFCXrLirnZw)

```json
{
  "@context" : "https://schema.org",
  "@type" : "BlogPosting",
  "author" : {
    "@type" : "Person",
    "name" : "Carrie Brown",
    "url" : "https://www.passagetechnology.com/lookup-helper-use-cases/author/carrie-brown"
  },
  "dateModified" : "2026-04-29T20:06:26.901Z",
  "datePublished" : "2023-12-08T20:26:47.000Z",
  "headline" : "Create Lookup Helper Settings to Relate Records When Fields Don’t Match",
  "image" : [ "https://lh7-us.googleusercontent.com/S57e4vNxpeL3UP7TL48lfTp61KKrq1KS6uEHlLh3XbBq0AXNVd5NGMB1-CZvfeehjjFVRVq04YCn1e5sOjS6S3N40LRksGxPNPSPSZap31RTQ1bqUeTXpi43IlIBK2wLkdfyGsiONKH4o0VtGILASH4" ],
  "mainEntityOfPage" : {
    "@id" : "https://www.passagetechnology.com/lookup-helper-use-cases/relate-records",
    "@type" : "WebPage"
  },
  "publisher" : {
    "@type" : "Organization",
    "logo" : {
      "@type" : "ImageObject",
      "url" : "https://www.passagetechnology.com/hubfs/Logo%20PT_colors_wide_on-white.png"
    },
    "name" : "Passage Technology LLC"
  }
}
```