A simple example of this would be to display a related list of Cases or Opportunities created for all child Accounts at the parent Account level.
Creating this relationship manually may be very difficult because the parent Account name may be unknown at the time of Case or Opportunity creation. What ends up happening is your users spend unnecessary time trying to figure out if there is a parent Account, and if so which Account it is.
In Setup, create a lookup field on the Case object. Call it something like "Grandparent Account."
In Lookup Helper
The image below shows the newly created Grandparent Account field as the Lookup field.
The image below shows Setting Child Case Field as Account (accountid) > Parent Account ID and Matching to Parent Account field: Account ID.
Now your Cases will be automatically related, instead of having to manually find parent Accounts.
Note: This use case is only for grandchild records, but it is possible to go more than 2 levels deep with an additional formula field used as a matching field.
Have questions?