--- title: Lookup Helper Use Case Library | Passage Technology | Custom Object description: Custom Object | Case studies, how-tos for free Salesforce app Lookup Helper from trusted partner Passage Technology. Find related records, dupe data --- [GET DEMO](https://www.passagetechnology.com/any-product-one-on-one) **+1 (224) 655-6779 [![Trusted Salesforce service partner Passage Technology](https://www.passagetechnology.com/hubfs/2021/Nav-header-logo_PT.png) ](https://www.passagetechnology.com) - Solutions - By User Type - [Admins](https://www.passagetechnology.com/en/solutions/salesforce-admin) - [Getting Around Rollup Limitations](https://www.passagetechnology.com/en/solutions/salesforce-admin#rollup-limitations) - [Reports & Data Aggregation](https://www.passagetechnology.com/en/solutions/salesforce-admin#Reports) - [GDPR Compliance](https://www.passagetechnology.com/en/solutions/salesforce-admin#GDPR) - [Data Cleanup](https://www.passagetechnology.com/en/solutions/salesforce-admin#cleanup) - [Project Managers](https://www.passagetechnology.com/en/solutions/salesforce-project-managers) - [Managing Internal Projects](https://www.passagetechnology.com/en/solutions/salesforce-project-managers#internal-projects) - 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[Partners](https://www.passagetechnology.com/partners) - [Careers](https://www.passagetechnology.com/working-at-passage) - [Search](https://www.passagetechnology.com/search) # [ Lookup Helper Use Case Library ](https://www.passagetechnology.com/lookup-helper-use-cases) ## Filtered by *custom-object* [ All Lookup Helper Use Case Library ](https://www.passagetechnology.com/lookup-helper-use-cases) ### Subscribe ### 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) [Relate Salesforce Records (like Accounts or Contacts) to States](https://www.passagetechnology.com/lookup-helper-use-cases/relate-salesforce-records-to-states) [![Step 3 of relating Accounts to States](https://www.passagetechnology.com/hubfs/Account%20to%20State%20step%203.png) ](https://www.passagetechnology.com/lookup-helper-use-cases/relate-salesforce-records-to-states) ## 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... [Account](https://www.passagetechnology.com/lookup-helper-use-cases/tag/account), [Account Based Marketing](https://www.passagetechnology.com/lookup-helper-use-cases/tag/account-based-marketing), [Contact](https://www.passagetechnology.com/lookup-helper-use-cases/tag/contact), [Custom Object](https://www.passagetechnology.com/lookup-helper-use-cases/tag/custom-object), [Lead](https://www.passagetechnology.com/lookup-helper-use-cases/tag/lead) [Create Parent Record on Field Match](https://www.passagetechnology.com/lookup-helper-use-cases/create-parent-record-on-field-match) ## 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](https://www.passagetechnology.com/lookup-helper-use-cases/tag/sales-productivity), [Custom Object](https://www.passagetechnology.com/lookup-helper-use-cases/tag/custom-object), [Lookup Rollups](https://www.passagetechnology.com/lookup-helper-use-cases/tag/lookup-rollups), [Zip Code](https://www.passagetechnology.com/lookup-helper-use-cases/tag/zip-code), [building reports in Salesforce](https://www.passagetechnology.com/lookup-helper-use-cases/tag/building-reports-in-salesforce), [individual object](https://www.passagetechnology.com/lookup-helper-use-cases/tag/individual-object) [Group All Opportunities for Companies of a Certain Size](https://www.passagetechnology.com/lookup-helper-use-cases/group-all-opportunities-for-companies-of-a-certain-size) ## 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](https://www.passagetechnology.com/lookup-helper-use-cases/tag/account), [Account Based Marketing](https://www.passagetechnology.com/lookup-helper-use-cases/tag/account-based-marketing), [Sales Productivity](https://www.passagetechnology.com/lookup-helper-use-cases/tag/sales-productivity), [Custom Object](https://www.passagetechnology.com/lookup-helper-use-cases/tag/custom-object), [Opportunity](https://www.passagetechnology.com/lookup-helper-use-cases/tag/opportunity) [Improving Customer Segmentation and ABM for Salesforce Accounts](https://www.passagetechnology.com/lookup-helper-use-cases/customer-segmentation) [![](https://www.passagetechnology.com/hubfs/Imported_Blog_Media/img-30.png) ](https://www.passagetechnology.com/lookup-helper-use-cases/customer-segmentation) ## 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](https://www.passagetechnology.com/lookup-helper-use-cases/tag/account), [Account Based Marketing](https://www.passagetechnology.com/lookup-helper-use-cases/tag/account-based-marketing), [Custom Object](https://www.passagetechnology.com/lookup-helper-use-cases/tag/custom-object), [Industry](https://www.passagetechnology.com/lookup-helper-use-cases/tag/industry), [Tier](https://www.passagetechnology.com/lookup-helper-use-cases/tag/tier) [View Available Personnel in a Geographical Area](https://www.passagetechnology.com/lookup-helper-use-cases/view-available-personnel-in-a-geographical-area) [![](https://www.passagetechnology.com/hubfs/Imported_Blog_Media/img-32.png) ](https://www.passagetechnology.com/lookup-helper-use-cases/view-available-personnel-in-a-geographical-area) ## 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](https://www.passagetechnology.com/lookup-helper-use-cases/tag/custom-object), [Admin Apps](https://www.passagetechnology.com/lookup-helper-use-cases/tag/admin-apps), [Rollup Helper](https://www.passagetechnology.com/lookup-helper-use-cases/tag/rollup-helper), [Field Rep](https://www.passagetechnology.com/lookup-helper-use-cases/tag/field-rep), [Zip Code](https://www.passagetechnology.com/lookup-helper-use-cases/tag/zip-code) [Set Queue Custom Object on Any Standard Object](https://www.passagetechnology.com/lookup-helper-use-cases/top-use-case-set-queue-custom-object-on-any-standard-object) [![](https://www.passagetechnology.com/hubfs/image%20%2833%29.png) ](https://www.passagetechnology.com/lookup-helper-use-cases/top-use-case-set-queue-custom-object-on-any-standard-object) ## 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](https://www.passagetechnology.com/lookup-helper-use-cases/tag/custom-object), [Automation](https://www.passagetechnology.com/lookup-helper-use-cases/tag/automation) | | [Lookup Helper Use Case Library](https://www.passagetechnology.com/lookup-helper-use-cases) | | | --- | --- | --- | ![Salesforce certified services by trusted Passage Technology](https://www.passagetechnology.com/hubfs/Salesforce/SF%20Partner%20Badges%202026%20(for%20footer).png) Explore - [Rollup Helper](https://www.passagetechnology.com/rollup-helper-overview) - [Milestones PM+](https://www.passagetechnology.com/milestones-pm-plus-overview) - [Lookup Helper](https://www.passagetechnology.com/lookup-helper-overview) - [Prioritization Helper](https://www.passagetechnology.com/prioritization-helper-overview) - [Data Quality Helper](https://www.passagetechnology.com/data-quality-helper-overview) - [Work Trail](https://www.passagetechnology.com/work-trail-overview) Services - [Custom Development Services](https://www.passagetechnology.com/developmentservices) - [Milestones PM+ Starter Packs](https://www.passagetechnology.com/milestones-pmplus-starter-packs) Learn - [Support Portal](https://www.passagetechnology.com/support) - [Resources Portal](https://www.passagetechnology.com/resources) Company - [About](https://www.passagetechnology.com/about) - [Careers](https://www.passagetechnology.com/working-at-passage) - [Press & Testimonials](https://www.passagetechnology.com/press-testimonials) - [Partners](https://www.passagetechnology.com/partners) Questions? - [Contact Us](https://www.passagetechnology.com/contact-us) - +1 (224) 655-6779 [GET DEMO](https://www.passagetechnology.com/any-product-one-on-one) © 2026 Passage Technology LLC All Rights Reserved. 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