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Lookup Helper Free Edition - Bucket and group your data easily using any field

Display your related information anywhere in Salesforce

Overview

Gain better visibility and insights into your Salesforce data by automatically segmenting records. For standard and custom objects, group your data by sales reps or users, geographic territories, industry, or any other data or time dimension.

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See How Lookup Helper Free Edition - Bucket and group your data easily using any field Works

  • Benefit from enhanced data organization and display for your org’s users. Easily generate insightful reports and list views, ultimately driving business processes and outcomes. Find the Salesforce data you want, when you want it.

  • Deepen your understanding of your data with "Create new Parent Records" functionality. Easily create parent records where related data can be accessed in one place. Your newly improved monthly or YOY reports would be updated in real time.

  • Help your Sales and Marketing teams by automatically updating lookup field values for ABM, GDPR compliance, marketing segmentation, territory assignment, and much more! Reduce administration and let them focus on core activities.

  • Easily match records based on ID, record name, or matching field values. Limit results by creating parent and child filters without any knowledge of SOQL. For example, only relate Leads if they belong to prospects and not customers.

  • You can also match records with criteria matching. Criteria matching has to meet both parent and child conditions. For example, match all Opportunities with an amount less than 10,000 to a small business Account Executive.

  • Save time by auto-deploying both lookup settings & fields. Deploy any of our 10 pre-built use cases with one click! It may even inspire new ideas.

  • Optimized Data Inputs = Optimized Agentforce & AI Outputs - Maximize Agentforce effectiveness with improved data - Elevate customer experiences and satisfaction - Get better internal adoption and results

  • Connect, Link & Automate -Display related records -Automate record relationships -Automate child record rollups for lookup relationships -Automate lookup relationships -Data linking

Boost reports and dashboards by relating records from Accounts, Contacts, Leads, Opportunities, Cases, Projects, etc. to Territories, Regions, States, Zip Codes, Reporting Periods, Industries, Sales Reps, Service Reps objects, the list goes on. You can also relate grandchild records to the parent. Increase Sales & Service productivity with better list views. For example, improve Lead response by auto-assigning new Leads to Accounts, and assign Leads to the Account Owners. Info will be more accurate by relating objects automatically instead of users searching for records manually, possibly leading to errors. Enhance Account-Based Marketing (ABM) strategy by segmenting accounts by tier, industry, company size, purchase history, etc. Aid with GDPR compliance by automatically creating new Individual records and relate them to Leads, Contacts, Person Accounts, Community Users, or any custom object with personal data. Features Auto-populate lookups using record matching rules Works with standard and custom objects Batch and real-time updates for historical record and live updates 2 lookup settings in Free Edition, unlimited settings in Premium Edition

Categories

Business Needs
Analytics
Admin & Developer Tools
Dashboards & Reports
Industries
Horizontal Product
Education
High Tech
Personas
Administrator
Business Operations Manager
Consultant
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Editable Code
This product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Native App
Lightning Ready
Agentforce
Editable Code
Multiple Currencies
Person Accounts
Salesforce Shield

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