Lookup Helper Use Case Library

Problem: It's easier to track geographical data if objects (such as Accounts, Contacts, or Leads) are related to a State object. For example, track the number of Leads or Revenues tied to a...

Account, Account Based Marketing, Contact, Custom Object, Lead

Problem: A user needs to create Lookup Helper settings that relate records with fields that don't match. 

A user can match all Leads from companies with 50 or less employees to a small business...

Account, Lead, parent and child filters, criteria matching

Problem: Because of Salesforce limitations with the standard relationship between Task and Lead, this use case gets a bit complicated, but with the use of our tool Lookup Helper along with Rollup...

COUNT, Lead, Lead Management, Rollup Helper, Task

Problem: When a new Lead comes in, the ability of the right rep to instantly make contact is a critical success factor in winning their business.

Account, Account Based Marketing, Lead, Lookup Helper

Problem: For many businesses, converting Leads into Accounts is time consuming and can be error prone as it depends on manual User entry.

Having the process automated will ensure that Leads are...

Account, Lead

Problem: How do you automatically relate Leads to their Source Campaign?

Campaign, Lead, Pre-built lookup setting

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

Problem: Can't view Account information on the Lead page with Salesforce out of the box.

Did you know that when you use Salesforce out of the box, there is no way to view Account information on the...

Account, Lead, Lead Management, Pre-built lookup setting