Lookup Helper Use Case Library

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, Pre-built lookup setting

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, just 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

Problem: Marketing automation tools are a great way to reach prospects and customers at just the right moment, but only if you use them correctly. There's so much data in your CRM, but sometimes it...

Account, Contact, Campaign, Lead, Opportunity, Marketing, Customer Support

Problem

Did you know that when you use Salesforce out of the box, there is no way to view Account information on the Lead page?Think about that for one minute...if you are using Salesforce® to sell...

Account, Lead, Lead Management, Pre-built lookup setting

With Lookup Helper, one of the top use cases is the ability to categorize your records by the following dimensions:

Account, Opportunity