Lookup Helper Use Case Library

Problem: Sales and Marketing teams like to create an ideal customer profile to know the best prospects to go after.

One aspect that may help you find your ideal customer is the size of the company....

Account, Account Based Marketing, Sales Productivity, Custom Object, Opportunity

Problem: Companies or products can serve multiple industries. You may want to group Opportunities for specific industries to see how a specific sales team is performing, or it may help you see which...

Account, Opportunity, Industry

Problem: You want to link an Account with its ultimate parent Account.

When you have multi-level account hierarchies, there are benefits to having all child accounts directly related to the top...

Account, Hierarchy

Problem: In a world where technology is enabling more research to be done pre-sale, it's becoming increasingly difficult for both B2B and B2C businesses to stay in front of their customers and remain...

Account, Account Based Marketing, Custom Object, Industry, Tier

Problem: When a new Lead comes in, the ability of the right rep to instantly make contact is a critical success factor in winning their business.

Account, Account Based Marketing, Lead, Lookup Helper

Problem: For many businesses, converting Leads into Accounts is time consuming and can be error prone as it depends on manual User entry.

Having the process automated will ensure that Leads are...

Account, Lead

Problem: As a Customer Service Representative or Support Agent, I want to be able to quickly see a prioritized list of open Cases on an Account or Contact.

Account, Case, Contact

1. Rollup organization-wide metrics - Create a single object with a single record for your organization. Then, setup Lookup Helper to link each source record to it, so as to get a global SUM, AVERAGE,...

Account, Contact

With Lookup Helper you can automatically relate opportunity products to the account the opportunity belongs to.

To Achieve this you may follow these simple steps:

Account, Opportunity Product

Problem: Have you ever wanted to see a list of related grandchild records when viewing a parent record in Salesforce?

A simple example of this would be to display a related list of Cases or...

Account, Case, Case Management, Opportunity