Lookup Helper Use Case Library

Problem: Because of Salesforce limitations with the standard relationship between Task and Lead, this use case gets a bit complicated, but with the use of our tool Lookup Helper along with Rollup...

COUNT, Lead, Lead Management, Rollup Helper, Task

Problem

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 minute...if you are using Salesforce® to sell...

Account, Lead, Lead Management, Pre-built lookup setting