Lookup Helper Use Case Library

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: 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: 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, Account Based Marketing, Sales Productivity, Custom Object, Opportunity

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: As an inbound call center rep, I need to quickly and easily find available resources within the geographical location of the customer.

Custom Object, Admin Apps, Rollup Helper, Field Rep, Zip Code

Problem: One of the big limitations in Salesforce is the inability to set queues on Standard Objects other than Cases, Leads, Tasks, Contact Requests, Orders, Service Contracts, Knowledge Articles,...

Custom Object, Automation