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Automatically Link Contacts to Account Owners in Salesforce

Link Contacts to Account Owners

Problem

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

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

Create Parent Record on Field Match

Problem: Categorizing your Salesforce data is great for reporting, but it’s not useful if the data isn’t accurate.

Some custom Objects have a lot of parent records that are difficult and...

Sales Productivity, Custom Object, Lookup Rollups, Zip Code, building reports in Salesforce, individual object

Group All Opportunities for Companies of a Certain Size

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

Optimize Sales Rep Reporting and Leaderboards in Salesforce

Problem: As a Sales Manager, one convenient place is needed to provide visibility into all aspects of a Sales Rep's performance.

Also, having a Sales leader board would further motivate Sales Reps...

Sales Productivity, Rollup Helper, reporting

Lookup Helper Use Case Library

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