Relate Salesforce Records (like Accounts or Contacts) to States

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

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

• Click Configure New Category Records
• Enable creation of category records checkbox.
• Leave fields to populate drop down blank.

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.