Lookup Helper Use Case Library

Problem

How do you automatically relate Cases to the Contact who submitted the Case in Salesforce — especially if you want it filtered only to only show Open Cases? 

Case, Contact, Pre-built lookup setting

Problem

How do you automatically relate and Contacts to their assistants in Salesforce?

Contact, Pre-built lookup setting

Problem

How do you automatically relate and Contacts to Individuals in Salesforce?

Contact, GDPR, individual object, Pre-built lookup setting

Problem

How do you automatically relate and Contacts to Accounts Owners in Salesforce?

Account Management, Contact, Sales Productivity, 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: 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

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