Lookup Helper Use Case Library

Problem

How do you automatically relate Cases to the Contact who submitted the Case in Salesforce — especially if you want it filtered only to only show Open Cases? 

Case, Contact, Pre-built lookup setting

Problem

How do you automatically relate Cases to their Accounts in Salesforce — especially if you want it filtered only to only show Open Cases? 

Account, Case, Pre-built lookup setting

Problem

How do you automatically relate and Contacts to their assistants in Salesforce?

Contact, Pre-built lookup setting

Problem

How do you automatically relate and Contacts to Individuals in Salesforce?

Contact, GDPR, individual object, Pre-built lookup setting

Problem

How do you automatically relate and Contacts to Accounts Owners in Salesforce?

Account Management, Contact, Sales Productivity, Pre-built lookup setting

Problem

How do you automatically relate and display Products bought on an Account record?

Account, Account Based Marketing, Opportunity Products, Pre-built lookup setting

Problem

How do you automatically relate Cases to Accounts instead of having to relate them manually?

Account, Case, Pre-built lookup setting

Problem

How do you automatically relate Accounts to the Campaign that created them instead of having to relate them manually?

Account, Campaign, Pre-built lookup setting

Problem: As a Customer Service Representative or Support Agent, I want to be able to quickly see a prioritized list of open Cases on an Account or Contact.

Account, Case, Contact, Pre-built lookup setting

Problem

How do you automatically relate Leads to their Source Campaign?

Campaign, Lead, Pre-built lookup setting