--- title: Top Five Ways to Use Lookup Helper and Rollup Helper Together | Lookup Helper Use Case Library description: When used in tandem, these Passage Technology apps extend Salesforce capabilities. Keep relevant data at your fingertips to enhance customer experiences. --- [GET DEMO](https://www.passagetechnology.com/any-product-one-on-one) **+1 (224) 655-6779 [![Trusted Salesforce service partner Passage Technology](https://www.passagetechnology.com/hubfs/2021/Nav-header-logo_PT.png) ](https://www.passagetechnology.com) # Top Five Ways to Use Lookup Helper and Rollup Helper Together [![Free Salesforce business guides to help admins/developers, project managers, sales managers, and decision makers. Download the free PDF series now: Reinventing Your Business, Reimagining Your Salesforce®.](https://www.passagetechnology.com/hubfs/2021/Essential-Salesforce-Guide_Helper-Suite.png) ](https://www.passagetechnology.com/en/essential-guide-for-salesforce-admins-developers) 1. Rollup **organization-wide metrics **- Create a single object with a single record for your organization. Then, setup Lookup Helper to link each source record to it, so as to get a global SUM, AVERAGE, MAX, MIN, COUNT across all records tied to that organization-wide record. 2. **Categorize / group your records** (e.g. opportunities) into regions for regional VP / senior leadership to have instant visibility to regional rollups/forecasts. Just rollup your source field (e.g. closed won opportunity amount) into each region to get started. 3. **Group your records into time periods buckets** to more easily build dashboards or rollups per time period (Quarterly). Roll up values such as closed won opportunity amounts by quarter. Imagine the possibilities with this functionality; it's like having a report or dashboard follow you around in Salesforce relevant to the record you are viewing. We hope this feature in itself becomes your mini-analytics cloud. 4. Park your accounts, contacts, and opportunities under a **zip code, district, or other geographic/territorial entity**. Display the count of accounts, contacts, or the sum of total closed won sales amount for each zip code to track forecasts/potentials and actuals/history in each zip code. 5. Lookup Helper maintains and **keeps your relationships up to date** so you will never have records related to incorrect parents and your users can work efficiently.   **Have questions?** [![Schedule Demo](https://no-cache.hubspot.com/cta/default/4130736/7f11138e-273e-446e-9889-6e6fb453e4c5.png)](https://cta-redirect.hubspot.com/cta/redirect/4130736/7f11138e-273e-446e-9889-6e6fb453e4c5) Tags: [Account](https://www.passagetechnology.com/lookup-helper-use-cases/topic/account), [Contact](https://www.passagetechnology.com/lookup-helper-use-cases/topic/contact) | [** Display Opportunity Products on the Account Page ](https://www.passagetechnology.com/lookup-helper-use-cases/top-use-case-display-opportunity-products-on-the-account-page) | [Lookup Helper Use Case Library](https://www.passagetechnology.com/lookup-helper-use-cases) | [ Tracking Open Cases on Accounts and Contacts ** ](https://www.passagetechnology.com/lookup-helper-use-cases/tracking-open-cases-by-priority-on-accounts-and-contacts) | | --- | --- | --- | [ Tracking Open Cases on Contacts in Salesforce ](https://www.passagetechnology.com/lookup-helper-use-cases/track-open-cases-on-contacts-in-salesforce) [ Tracking Open Cases on Accounts in Salesforce ](https://www.passagetechnology.com/lookup-helper-use-cases/track-open-cases-on-accounts-in-salesforce) [ Relate Contacts to their Assistants in Salesforce ](https://www.passagetechnology.com/lookup-helper-use-cases/relate-contacts-to-their-assistants-in-salesforce) [ Automatically Link Contacts to Individuals in Salesforce ](https://www.passagetechnology.com/lookup-helper-use-cases/automatically-link-contacts-to-individuals-in-salesforce) [ Automatically Link Contacts to Account Owners in Salesforce ](https://www.passagetechnology.com/lookup-helper-use-cases/automatically-link-contacts-to-account-owners-in-salesforce) [ Link Child Accounts to Ultimate Parent Account in Salesforce ](https://www.passagetechnology.com/lookup-helper-use-cases/ultimate-parent-account) [ Set Queue Custom Object on Any Standard Object ](https://www.passagetechnology.com/lookup-helper-use-cases/top-use-case-set-queue-custom-object-on-any-standard-object) [ Display Related List of Grandchild Records on the Parent Record ](https://www.passagetechnology.com/lookup-helper-use-cases/top-use-case-link-cases-and-opportunities-to-parent-accounts) [ Relating Cases to Accounts in Salesforce ](https://www.passagetechnology.com/lookup-helper-use-cases/relating-cases-to-accounts-in-salesforce) [ Assign Lead to Account Owner and Send New Lead Notification ](https://www.passagetechnology.com/lookup-helper-use-cases/assign-lead-to-account-owner-and-send-new-lead-notification) © 2026 Passage Technology LLC All Rights Reserved. [Privacy Policy](https://www.passagetechnology.com/privacy-policy) | [Purchasing & Legal](https://www.passagetechnology.com/purchasing-and-legal) | [Terms of Service](https://www.passagetechnology.com/terms-of-service) | [App Security](https://passagetech.my.site.com/KnowledgeBase/s/article/Security-and-Privacy-Policy-1578080055496) - [** ](https://www.facebook.com/passagetech) - - [** ](https://www.linkedin.com/company/passage-technology) - [** ](https://www.youtube.com/channel/UCK2tzaCWVC7PmFCXrLirnZw) ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "Shawn Hepker", "url" : "https://www.passagetechnology.com/lookup-helper-use-cases/author/shawn-hepker" }, "dateModified" : "2023-10-16T20:40:57.973Z", "datePublished" : "2015-07-31T20:01:10.000Z", "headline" : "Top Five Ways to Use Lookup Helper and Rollup Helper Together", "mainEntityOfPage" : { "@id" : "https://www.passagetechnology.com/lookup-helper-use-cases/top-five-ways-to-use-lookup-helper-and-rollup-helper-together", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://www.passagetechnology.com/hubfs/Logo%20PT_colors_wide_on-white.png" }, "name" : "Passage Technology LLC" } } ```