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

By Passage Technology

Display your related information anywhere in Salesforce

Freemium  

Payment required to increase usage, users, or features. Discounts available for nonprofits.

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Industries
Horizontal Product
Education
High Tech
Business Need
Analytics
Admin & Developer Tools
Dashboards & Reports
Requires
Sales Cloud
Compatible With
Marketing Cloud Engagement
Marketing 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.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Marketing Cloud Engagement
Marketing Cloud Account Engagement
Salesforce Editions
Professional
Enterprise
Unlimited
Force.com
Developer
Essentials

App Details

Version
Lookup Helper/Lookup Helper v10.23 10.23.0
Listed On
10/04/2012
Latest Release
08/14/2025
Supported 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
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
9.36.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
01/27/2022

Additional Details

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

Need help?

Passage Technology

Lake Forest, Illinois, United States

Get support resources at: https://www.passagetechnology.com/lookup-helper-training

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