Lookup Helper v8.3 Release Notes

Automatically populate an Individual lookup: Lookup Helper now supports the new Individual object. Whether you are using Individual for GDPR compliance, or another business case, you can populate a lookup field from Lead, Contact or any other object automatically.
Lookup Helper Health Check: With Health Check, you can view potential issues with Lookup Helper Settings along with the Risk Level, Issue Summary and recommended Action to take.
Real-time lookups for orgs that cannot deploy Apex: Support is now available for real-time lookup settings in orgs that are not able to deploy Apex code. Please email support@passagetech.com for assistance.
Schedules for lookup settings: Lookup Helper settings can now be scheduled to run in addition to real-time and manual runs.
Easily create multiple Lookup Helper settings: A "Save and New" button has been added to the Lookup Helper setting creation page.
View Lookup Helper Errors: A new error view was added in the new Home Page menu so that there is a centralized location where you can go to view all errors that Lookup Helper has encountered.
Monitor and Automatically Correct Lookup Helper Exceptions: Exception monitor functionality has been added to automatically correct certain error conditions and alert a specified user when errors have occurred.

Several UI improvements have been included in this version as part of the implementation of our new User Experience. This includes a new home-page to provide easy access to:

Adjusted error logging logic to log significantly fewer individual error records with the same error message.

An issue with manual runs was resolved where duplicate category records were sometimes created.
Lookup settings using formula fields as a source should always run, regardless of any changes to the formula field value.
Other various minor bug fixes/efficiency improvements.

Tags: Lookup Helper, Release Notes

Lookup Helper Release Notes