Release Notes

New Functionality

• Added the ability to deploy pre-built Lookup Helper Settings which solve a variety of use cases.

Usability Improvements

• When running a Lookup Helper Setting manually, the run...

Lookup Helper

New Functionality

• Added the ability to sort and add offsets to matching parent records inside of the Parent Filter modal.

Usability Improvements

• Added an Admin Guide section for the Criteria...

Lookup Helper

New Functionality

• Added a Queue Management page, allowing users to view and delete LH_Queue records.

Usability Improvements

• Improved the efficiency of foreign key Lookup Helper settings which run...

Lookup Helper

New Functionality:

• Added the ability to rollup the label of a picklist source field.
• Added a Filter Management page that allows users to view, edit, or delete all filters in an org. The page is...

Rollup Helper

New Functionality

• We added the ability to create criteria based matching Lookup Helper Settings. These settings greatly expand the flexibility of Lookup Helper. When criteria based matching is...

Lookup Helper

Usability Improvements

• Added the ability to enable real-time on fields used in parent/child filters.
• Added the ability to populate the middle name field when creating Contact category records.
• Added...

Lookup Helper

New Functionality:

• Added the ability to create grandchild rollups. This is available only for premium orgs only.
• Added the ability to change the active status of multiple rollups by selecting them...

Rollup Helper