--- title: Relate Salesforce Records (like Accounts or Contacts) to States | Lookup Helper Use Case Library description: Learn how to relate Salesforce records to states, making it easier to track geographical data and optimize sales strategies based on regional performance. image: https://www.passagetechnology.com/hubfs/Account%20to%20State%20step%203.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 Salesforce Records (like Accounts or Contacts) to States [![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: It's easier to track geographical data if objects (such as Accounts, Contacts, or Leads) are related to a State object. For example, track the number of Leads or Revenues tied to a particular State.   ## **Solution:** Start by creating a new object. First, in Setup, create a new object named "State." Then, create a new lookup relationship field on the object you would like to relate to the new State object (e.g. Account). Create the lookup setting in Lookup Helper: - Create a new Lookup Helper setting, selecting the child object and the new lookup relationship just created - For the Child Account Field select *Billing State/Province* - For the Match to Parent State select *Name* *![Account to State step 3](https://www.passagetechnology.com/hs-fs/hubfs/Account%20to%20State%20step%203.png?width=1260&height=561&name=Account%20to%20State%20step%203.png)* - Click *Configure New Category Records* - Enable creation of category records checkbox. - Leave *fields to populate* drop down blank. ![Account to State Category Record Configuration](https://www.passagetechnology.com/hs-fs/hubfs/Account%20to%20State%20Category%20Record%20Configuration.png?width=544&height=153&name=Account%20to%20State%20Category%20Record%20Configuration.png) After creating the setting, perform a manual run which will automatically create the State records as it processes, and link the child records to the correct State. Now you can track data across different States. Find out which territories are your best sellers, and have it influence your Account-Based Marketing strategy to know which areas to target. Tags: [Account](https://www.passagetechnology.com/lookup-helper-use-cases/topic/account), [Account Based Marketing](https://www.passagetechnology.com/lookup-helper-use-cases/topic/account-based-marketing), [Contact](https://www.passagetechnology.com/lookup-helper-use-cases/topic/contact), [Custom Object](https://www.passagetechnology.com/lookup-helper-use-cases/topic/custom-object), [Lead](https://www.passagetechnology.com/lookup-helper-use-cases/topic/lead) | [** Relating Cases to Accounts in Salesforce ](https://www.passagetechnology.com/lookup-helper-use-cases/relating-cases-to-accounts-in-salesforce) | [Lookup Helper Use Case Library](https://www.passagetechnology.com/lookup-helper-use-cases) | [ Display Products on an Account in Salesforce ** ](https://www.passagetechnology.com/lookup-helper-use-cases/display-products-on-account-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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