Lookup Helper Use Case Library

Problem: Categorizing your Salesforce data is great for reporting, but it’s not useful if the data isn’t accurate.

Some custom Objects have a lot of parent records that are difficult and...

Sales Productivity, Custom Object, Lookup Rollups, Zip Code, building reports in Salesforce, individual object

Problem: This idea to increase report bucket limits, which was posted in 2012 and has over 1,700 upvotes, is still "not planned" to be worked on by Salesforce.

Opportunity Products, Opportunity, building reports in Salesforce

Problem: You need to leverage your existing picklists to create and maintain your "reporting objects."

A reporting object is an object that you use to help with providing a consolidated view of...

Opportunity, Customer Success, building reports in Salesforce