Lookup Helper Use Case Library

Problem: This idea to increase report bucket limits, which was posted in 2012 and has over 1,700 upvotes, is still "not planned" to be worked on by Salesforce.

Opportunity Products, Opportunity, building reports in Salesforce

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: 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: Have you ever wanted to see a list of related grandchild records when viewing a parent record in Salesforce?

A simple example of this would be to display a related list of Cases or...

Account, Case, Case Management, Opportunity

Problem: Marketing automation tools are a great way to reach prospects and customers at just the right moment, but only if you use them correctly. There's so much data in your CRM, but sometimes it...

Account, Contact, Campaign, Lead, Opportunity, Marketing, Customer Support

With Lookup Helper, one of the top use cases is the ability to categorize your records by the following dimensions:

Account, Opportunity

Problem: You need to leverage your existing picklists to create and maintain your "reporting objects."

A reporting object is an object that you use to help with providing a consolidated view of...

Opportunity, Customer Success, building reports in Salesforce