--- title: Ask PT About Viewing Account Information on a Lead in Salesforce description: With Passage Technology's Lookup Helper app, when designating a Salesforce Contact as a Lead, you can display all relevant Account information (and more). image: https://www.passagetechnology.com/hubfs/ASK%20PT%20gif15.gif --- [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) # Ask PT About Viewing Account Information on a Lead in Salesforce 2022/07/12 [![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) *Dear PT, * *With Salesforce® Contacts, you can view their Account information. But at our company, we like to classify leads as Leads, not as Contacts. But Leads don’t display Account information. How can we extend Salesforce to get this functionality?* *Moe Enfo from Lead Mine, WI* Dear Moe, Good news: It can be done pretty quickly by using the app [Lookup Helper](https://www.passagetechnology.com/lookup-helper-overview) with formula fields. Furthermore, if your Lead is from a company that doesn’t have an existing Account, field mapping can create that new Account. But why stop there? Once the Account is listed on the Lead, a lot more Account-related information can also be displayed on the Lead by using the [Rollup Helper](https://www.passagetechnology.com/rollup-helper-overview) app. How’s that for extending Salesforce functionality? All of the steps are outlined here: [adding Account information (and more) to the Lead record](https://www.passagetechnology.com/lookup-helper-use-cases/2015/5/7/display-account-info-on-leads). Sincerely, PT *** Check out other [Ask PT advice columns](https://www.passagetechnology.com/passage-technology-blog/tag/ask-pt). [Submit your own question to PT](https://www.passagetechnology.com/en/ask-pt). You may see it used in a future installment in this series. Tags: [Account Management](https://www.passagetechnology.com/passage-technology-blog/topic/account-management), [Sales Productivity](https://www.passagetechnology.com/passage-technology-blog/topic/sales-productivity), [Lookup Rollups](https://www.passagetechnology.com/passage-technology-blog/topic/lookup-rollups), [Rollup Helper](https://www.passagetechnology.com/passage-technology-blog/topic/rollup-helper), [Lookup Helper](https://www.passagetechnology.com/passage-technology-blog/topic/lookup-helper), [data aggregation](https://www.passagetechnology.com/passage-technology-blog/topic/data-aggregation), [individual object](https://www.passagetechnology.com/passage-technology-blog/topic/individual-object), [Ask PT](https://www.passagetechnology.com/passage-technology-blog/topic/ask-pt) | [** Celebrating Database Admins – Our Unsung Heroes ](https://www.passagetechnology.com/passage-technology-blog/celebrating-admins) | [Passage Technology Blog](https://www.passagetechnology.com/passage-technology-blog) | [ Passage Technology News and Updates – 2022 Summer Edition ** ](https://www.passagetechnology.com/passage-technology-blog/newsletter-2022-summer) | | --- | --- | --- | [ 7 Popular Use Cases that Lighten the Load for Salesforce Admins ](https://www.passagetechnology.com/passage-technology-blog/use-cases-admins) [ What is technical debt, and how can you avoid it in Salesforce? ](https://www.passagetechnology.com/passage-technology-blog/what-is-technical-debt-and-how-can-you-avoid-it-in-salesforce) [ Learning from Rollup Helper’s Supportive Trailblazer Community ](https://www.passagetechnology.com/passage-technology-blog/rollup-helpers-supportive-trailblazer-community-app-resources) [ Passage Technology News and Updates – Spring 2026 ](https://www.passagetechnology.com/passage-technology-blog/news-spring-2026) [ True Effectiveness with Salesforce Agentforce Requires Elevating Data Quality First ](https://www.passagetechnology.com/passage-technology-blog/true-effectiveness-with-salesforce-agentforce-requires-elevating-data-quality-first) [ Roll-up Solution When a Roll-up Summary Field Can't be Used ](https://www.passagetechnology.com/passage-technology-blog/roll-up-solution-when-a-roll-up-summary-field-can-not-be-used-and-process-builder-does-not-fire-on-delete) [ GDPR and Using the Salesforce Individual Object ](https://www.passagetechnology.com/passage-technology-blog/gdpr-and-the-using-the-salesforce-individual-object) [ Can’t Create Quote From Opportunity in Lightning Using New Quote Button? ](https://www.passagetechnology.com/passage-technology-blog/new-quote-button) [ Rollup Helper vs Declarative Lookup Roll-up Summaries (DLRS) ](https://www.passagetechnology.com/passage-technology-blog/rollup-helper-vs-declarative-lookup-roll-up-summaries-dlrs) [ Passage Technology News & Updates – Winter 2026 ](https://www.passagetechnology.com/passage-technology-blog/passage-technology-news-updates-winter-2026) © 2026 Passage Technology LLC All Rights Reserved. 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