Lookup Helper Use Case Library

Problem: In Salesforce®, Queues can only be used on cases, leads, tasks, contact requests, orders, service contracts, knowledge articles, and custom Objects. 

Account, Lookup Helper, child account, parent account, custom objects

Problem: Companies with multiple locations need the ability for each location to easily identify when product inventory is low, however, this can be difficult to achieve in Salesforce®.

For example,...

Lookup Helper, Inventory Level, low inventory, monitor inventory in Salesforce

Problem: A pain point that many online businesses experience is not being able to easily organize their products by category in Salesforce®.

Lookup Helper, e-commerce, product category, organize products

Problem: Is there an easier way to find your most recently modified Lookup Helper Setting on the list?

Lookup Helper, most recently modified Lookup Helper Setting, configure Lookup Helper Setting

Problem: When a user manually enters the information for a contact and searches Salesforce for the appropriate account, it adds extra steps and increases the chance that duplicate records will be...

Lookup Helper

Problem: Need detailed reports for time logged in the Time Entry grid on Objects (standard and custom) other than Project Task.

Lookup Helper, Milestones PM+, Time Tracking

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

Lookup Helper can automatically create lead source campaigns, and relate your leads directly to the correct lead source campaign.

With this relationship in place you can see a related list of all of...

Campaign, Lookup Helper, Child record

Problem: Did you know that when you use Salesforce out of the box, there is no way to view Account information on the Lead page?

Think about that for one more minute...if you are using Salesforce®...

Account, Lead, Industry, Lookup Helper