Lookup Helper Use Case Library

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

Problem: As an inbound call center rep, I need to quickly and easily find available resources within the geographical location of the customer.

Custom Object, Helper Suite, Rollup Helper, Field Rep, Zip Code