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

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

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### 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)

[![Lookup matching criteria](https://www.passagetechnology.com/hubfs/2.3-1.png) ](https://www.passagetechnology.com/lookup-helper-use-cases/top-use-case-link-cases-and-opportunities-to-parent-accounts)

## 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](https://www.passagetechnology.com/lookup-helper-use-cases/tag/account), [Case](https://www.passagetechnology.com/lookup-helper-use-cases/tag/case), [Case Management](https://www.passagetechnology.com/lookup-helper-use-cases/tag/case-management), [Opportunity](https://www.passagetechnology.com/lookup-helper-use-cases/tag/opportunity)

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

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