Lookup Helper Use Case Library

Problem: Companies with multiple locations need the ability for each location to easily identify when product inventory is low, however, this can be difficult to achieve in Salesforce®.

For example,...

Lookup Helper, Inventory Level, low inventory, monitor inventory in Salesforce

Problem: A pain point that many online businesses experience is not being able to easily organize their products by category in Salesforce®.

Lookup Helper, e-commerce, product category, organize products

Problem: Is there an easier way to find your most recently modified Lookup Helper Setting on the list?

Lookup Helper, most recently modified Lookup Helper Setting, configure Lookup Helper Setting

Problem: When a user manually enters the information for a contact and searches Salesforce for the appropriate account, it adds extra steps and increases the chance that duplicate records will be...

Lookup Helper

Problem: Need detailed reports for time logged in the Time Entry grid on Objects (standard and custom) other than Project Task.

Lookup Helper, Milestones PM+, Time Tracking

Problem: When a new Lead comes in, the ability of the right rep to instantly make contact is a critical success factor in winning their business.

Account, Account Based Marketing, Lead, Lookup Helper

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 more minute...if you are using Salesforce®...

Account, Lead, Industry, Lookup Helper