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Lookup Helper Free Edition - Bucket and group your data easily using any field
Display your related information anywhere in Salesforce
Freemium
Payment required to increase usage, users, or features. Discounts available for nonprofits.
- Industries
- Horizontal ProductEducationHigh Tech
- Business Need
- AnalyticsAdmin & Developer ToolsDashboards & Reports
- Requires
- Sales Cloud
- Compatible With
- Marketing Cloud EngagementMarketing Cloud Account Engagement
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.
Highlights
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.
10 of the most popular use cases are now pre-built, so you can auto-deploy both lookup settings and fields, saving time. It may even inspire some ideas you hadn’t thought of before.
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
Provider Details
Passage Technology
Lake Forest, Illinois, United States
- Social ImpactPledge 1%This company pledges 1% of their product, profit, equity, or time to support the community. Learn more about Pledge 1%
- Pledge 1%
Founded
2008
Phone
+1 (224)-655-6779Since 2008, Passage Technology has been the trusted provider of easy-to-use native Salesforce apps and high-quality development services, empowering over 27,000 customers with administration and project management tools, as well as custom business solutions. Admins can take more off their plate with our apps Rollup Helper, Lookup Helper, and Data Quality Helper. Improve project management and other business processes with Milestones PM+, Prioritization Helper, and Work Trail. Passage Technology is a registered Salesforce Consulting Partner, an original AppExchange Partner, and an Inc. 5000 company headquartered in Lake Forest, Illinois.
Pricing Details
Freemium
You can use this limited solution for free, but must pay to increase usage, users, or features. Discounts available for nonprofits.
Starting at $660/org/yr for more than 2 lookup settings. Install free edition today to get started.