---
title: Lookup Helper Use Case Library | Passage Technology | Account Based Marketing
description: Account Based Marketing | Case studies, how-tos for free Salesforce app Lookup Helper from trusted partner Passage Technology. Find related records, dupe data
---

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                  - [Enabling Salesforce Users](https://www.passagetechnology.com/en/solutions/it-managers-using-salesforce#enabling-team-members)
                  - [Managing IT Projects](https://www.passagetechnology.com/en/solutions/it-managers-using-salesforce#projects)
                  - [Avoiding Technical Debt](https://www.passagetechnology.com/en/solutions/it-managers-using-salesforce#avoid-technical-debt)
          - [Salesforce Analysts](https://www.passagetechnology.com/en/solutions/salesforce-analysts) 
                  - [Reports & Data Aggregation](https://www.passagetechnology.com/en/solutions/salesforce-analysts#reports)
                  - [Project Management](https://www.passagetechnology.com/en/solutions/salesforce-analysts#project-management)
                  - [Custom Solutions & Integrations](https://www.passagetechnology.com/en/solutions/salesforce-analysts#custom-solutions)
    - By Industry or Cloud 
          - [Software](https://www.passagetechnology.com/en/solutions/computer-software-industry) 
                  - [Reports & Data Aggregation](https://www.passagetechnology.com/en/solutions/computer-software-industry#reports)
                  - [Decision Making & Prioritizing Initiatives](https://www.passagetechnology.com/en/solutions/computer-software-industry#decision-making)
                  - [Project Management](https://www.passagetechnology.com/en/solutions/computer-software-industry#project-management)
                  - [Security & Compliance](https://www.passagetechnology.com/en/solutions/computer-software-industry#security)
          - [Healthcare & Life Sciences](https://www.passagetechnology.com/en/solutions/healthcare-life-sciences-industry-cloud) 
                  - [Project Management](https://www.passagetechnology.com/en/solutions/healthcare-life-sciences-industry-cloud#project-management)
                  - [HIPAA Compliance](https://www.passagetechnology.com/en/solutions/healthcare-life-sciences-industry-cloud#hipaa)
                  - [Reports & Data Aggregation](https://www.passagetechnology.com/en/solutions/healthcare-life-sciences-industry-cloud#reports)
                  - [Custom Solutions & Integrations](https://www.passagetechnology.com/en/solutions/healthcare-life-sciences-industry-cloud#custom-solutions)
          - [Financial Services](https://www.passagetechnology.com/en/solutions/financial-services-industry-cloud) 
                  - [Relating Custom Objects](https://www.passagetechnology.com/en/solutions/financial-services-industry-cloud#custom-objects)
                  - [Reports & Data Aggregation](https://www.passagetechnology.com/en/solutions/financial-services-industry-cloud#Reports)
                  - [Improving Data Quality](https://www.passagetechnology.com/en/solutions/financial-services-industry-cloud#data-quality)
                  - [Compliance](https://www.passagetechnology.com/en/solutions/financial-services-industry-cloud#Compliance)
          - [Nonprofit](https://www.passagetechnology.com/en/solutions/nonprofit-industry-cloud) 
                  - [Reports & Data Aggregation](https://www.passagetechnology.com/en/solutions/nonprofit-industry-cloud#reports)
                  - [Improving Data Quality](https://www.passagetechnology.com/en/solutions/nonprofit-industry-cloud#data-quality)
                  - [Project Management](https://www.passagetechnology.com/en/solutions/nonprofit-industry-cloud#project-management)
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# [ Lookup Helper Use Case Library ](https://www.passagetechnology.com/lookup-helper-use-cases)

## Filtered by *account-based-marketing*

[ All Lookup Helper Use Case Library ](https://www.passagetechnology.com/lookup-helper-use-cases)

### Subscribe

### Tags

- [Account (20)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/account)
- [Pre-built lookup setting (11)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/pre-built-lookup-setting)
- [Contact (8)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/contact)
- [Lead (8)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/lead)
- [Lookup Helper (7)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/lookup-helper)
- [Opportunity (7)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/opportunity)
- [Custom Object (6)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/custom-object)
- [Account Based Marketing (5)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/account-based-marketing)
- [Case (5)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/case)
- [Sales Productivity (4)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/sales-productivity)
- [Campaign (3)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/campaign)
- [Rollup Helper (3)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/rollup-helper)
- [building reports in Salesforce (3)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/building-reports-in-salesforce)
- [Industry (2)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/industry)
- [Lead Management (2)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/lead-management)
- [Opportunity Products (2)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/opportunity-products)
- [Zip Code (2)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/zip-code)
- [individual object (2)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/individual-object)
- [Account Management (1)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/account-management)
- [Admin Apps (1)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/admin-apps)
- [Automation (1)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/automation)
- [COUNT (1)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/count)
- [Case Management (1)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/case-management)
- [Customer Success (1)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/customer-success)
- [Customer Support (1)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/customer-support)
- [Field Rep (1)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/field-rep)
- [GDPR (1)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/gdpr)
- [Hierarchy (1)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/hierarchy)
- [Inventory Level (1)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/inventory-level)
- [Lookup Rollups (1)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/lookup-rollups)
- [Marketing (1)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/marketing)
- [Milestones PM+ (1)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/milestones-pm)
- [Opportunity Product (1)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/opportunity-product)
- [Task (1)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/task)
- [Tier (1)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/tier)
- [Time Tracking (1)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/time-tracking)
- [child account (1)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/child-account)
- [configure Lookup Helper Setting (1)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/configure-lookup-helper-setting)
- [criteria matching (1)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/criteria-matching)
- [custom objects (1)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/custom-objects)
- [e-commerce (1)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/e-commerce)
- [low inventory (1)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/low-inventory)
- [monitor inventory in Salesforce (1)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/monitor-inventory-in-salesforce)
- [most recently modified Lookup Helper Setting (1)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/most-recently-modified-lookup-helper-setting)
- [organize products (1)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/organize-products)
- [parent account (1)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/parent-account)
- [parent and child filters (1)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/parent-and-child-filters)
- [product category (1)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/product-category)
- [reporting (1)](https://www.passagetechnology.com/lookup-helper-use-cases/tag/reporting)

[Display Products on an Account in Salesforce](https://www.passagetechnology.com/lookup-helper-use-cases/display-products-on-account-in-salesforce)

[![Display Products on Account Page setting](https://www.passagetechnology.com/hubfs/Display%20Products%20on%20Account%20Page.png) ](https://www.passagetechnology.com/lookup-helper-use-cases/display-products-on-account-in-salesforce)

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

[Account](https://www.passagetechnology.com/lookup-helper-use-cases/tag/account), [Account Based Marketing](https://www.passagetechnology.com/lookup-helper-use-cases/tag/account-based-marketing), [Opportunity Products](https://www.passagetechnology.com/lookup-helper-use-cases/tag/opportunity-products), [Pre-built lookup setting](https://www.passagetechnology.com/lookup-helper-use-cases/tag/pre-built-lookup-setting)

[Relate Salesforce Records (like Accounts or Contacts) to States](https://www.passagetechnology.com/lookup-helper-use-cases/relate-salesforce-records-to-states)

[![Step 3 of relating Accounts to States](https://www.passagetechnology.com/hubfs/Account%20to%20State%20step%203.png) ](https://www.passagetechnology.com/lookup-helper-use-cases/relate-salesforce-records-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...

[Account](https://www.passagetechnology.com/lookup-helper-use-cases/tag/account), [Account Based Marketing](https://www.passagetechnology.com/lookup-helper-use-cases/tag/account-based-marketing), [Contact](https://www.passagetechnology.com/lookup-helper-use-cases/tag/contact), [Custom Object](https://www.passagetechnology.com/lookup-helper-use-cases/tag/custom-object), [Lead](https://www.passagetechnology.com/lookup-helper-use-cases/tag/lead)

[Group All Opportunities for Companies of a Certain Size](https://www.passagetechnology.com/lookup-helper-use-cases/group-all-opportunities-for-companies-of-a-certain-size)

## 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](https://www.passagetechnology.com/lookup-helper-use-cases/tag/account), [Account Based Marketing](https://www.passagetechnology.com/lookup-helper-use-cases/tag/account-based-marketing), [Sales Productivity](https://www.passagetechnology.com/lookup-helper-use-cases/tag/sales-productivity), [Custom Object](https://www.passagetechnology.com/lookup-helper-use-cases/tag/custom-object), [Opportunity](https://www.passagetechnology.com/lookup-helper-use-cases/tag/opportunity)

[Improving Customer Segmentation and ABM for Salesforce Accounts](https://www.passagetechnology.com/lookup-helper-use-cases/customer-segmentation)

[![](https://www.passagetechnology.com/hubfs/Imported_Blog_Media/img-30.png) ](https://www.passagetechnology.com/lookup-helper-use-cases/customer-segmentation)

## 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](https://www.passagetechnology.com/lookup-helper-use-cases/tag/account), [Account Based Marketing](https://www.passagetechnology.com/lookup-helper-use-cases/tag/account-based-marketing), [Custom Object](https://www.passagetechnology.com/lookup-helper-use-cases/tag/custom-object), [Industry](https://www.passagetechnology.com/lookup-helper-use-cases/tag/industry), [Tier](https://www.passagetechnology.com/lookup-helper-use-cases/tag/tier)

[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)

[![](https://www.passagetechnology.com/hubfs/Imported_Blog_Media/img-36.png) ](https://www.passagetechnology.com/lookup-helper-use-cases/assign-lead-to-account-owner-and-send-new-lead-notification)

## 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](https://www.passagetechnology.com/lookup-helper-use-cases/tag/account), [Account Based Marketing](https://www.passagetechnology.com/lookup-helper-use-cases/tag/account-based-marketing), [Lead](https://www.passagetechnology.com/lookup-helper-use-cases/tag/lead), [Lookup Helper](https://www.passagetechnology.com/lookup-helper-use-cases/tag/lookup-helper)

|  | [Lookup Helper Use Case Library](https://www.passagetechnology.com/lookup-helper-use-cases) |  |
| --- | --- | --- |

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Explore

- [Rollup Helper](https://www.passagetechnology.com/rollup-helper-overview)
- [Milestones PM+](https://www.passagetechnology.com/milestones-pm-plus-overview)
- [Lookup Helper](https://www.passagetechnology.com/lookup-helper-overview)
- [Prioritization Helper](https://www.passagetechnology.com/prioritization-helper-overview)
- [Data Quality Helper](https://www.passagetechnology.com/data-quality-helper-overview)
- [Work Trail](https://www.passagetechnology.com/work-trail-overview)

Services

- [Custom Development Services](https://www.passagetechnology.com/developmentservices)
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Learn

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- [Resources Portal](https://www.passagetechnology.com/resources)

Company

- [About](https://www.passagetechnology.com/about)
- [Careers](https://www.passagetechnology.com/working-at-passage)
- [Press & Testimonials](https://www.passagetechnology.com/press-testimonials)
- [Partners](https://www.passagetechnology.com/partners)

Questions?

- [Contact Us](https://www.passagetechnology.com/contact-us)
- +1 (224) 655-6779

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