Lookup Helper Use Case Library

Problem

How do you automatically relate Cases to their Accounts in Salesforce — especially if you want it filtered only to only show Open Cases? 

Account, Case, Pre-built lookup setting

Problem

How do you automatically relate and display Products bought on an Account record?

Account, Account Based Marketing, Opportunity Products, Pre-built lookup setting

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...

Account, Account Based Marketing, Contact, Custom Object, Lead

Problem

How do you automatically relate Cases to Accounts instead of having to relate them manually?

Account, Case, Pre-built lookup setting

Problem

How do you automatically relate Accounts to the Campaign that created them instead of having to relate them manually?

Account, Campaign, Pre-built lookup setting

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, Lead, parent and child filters, criteria matching

Problem: In Salesforce®, Queues can only be used on cases, leads, tasks, contact requests, orders, service contracts, knowledge articles, and custom Objects. 

Account, Lookup Helper, child account, parent account, custom objects

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 often many benefits to having all child accounts directly related to...

Account, Hierarchy