Lookup Helper Use Case Library

Problem: Companies or products can serve multiple industries. You may want to group Opportunities for specific industries to see how a specific sales team is performing, or it may help you see which...

Account, Opportunity, Industry

Problem:

In a world where technology is enabling more and more research to be done pre-sale, it is becoming increasingly difficult for both B2B and B2C businesses to stay in front of their customers...

Account, Custom Object, ABM, Industry, Tier

Did you know that when you use Salesforce out of the box, there is no way to view Account information on the Lead page? Think about that for one more minute...if you are using Salesforce® to sell...

Account, Lead, Industry, Lookup Helper