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

This is a MUST HAVE for all/most SF org

I cannot say this enough - if your org needs roll up capabilities you must have this app. I have used it for many years in many orgs and it has never let me down. Additional the support is TOP NOTCH! Bernadette Dominski is the ultimate biz dev consultant and Nathaniel Craddock goes above and beyond to create the perfect roll-ups. I know there is the DLRS option to use in Salesforce, but it just doesn't hold a candle to the level of support and features that Roll-up Helper can offer. Period.

Great Customer Service.

Our team was in need of relating two custom objects that are related to an Account and we could not find a nice way to do it without code. The matching needed to be done based on the record type, account, as well as month/year. We had successfully used the Rollup Helper as a solution to a different problem we were facing, so I figured it was worth considering Lookup Helper. After a demo with the Helper team, Jacob managed to give me a perfect solution to the issue we were facing. He helped me create a matching__c field on both objects that was a formula field: “Account : Month/Year : RecordType” From here, we could use the Lookup Helper to create the relationship, and then the Rollup Helper to place a sum of the appropriate values on our custom object. Was super easy and worked like a charm! We set it to run, and then allowed Realtime Enablement. Now we can focus on other things while this just does the job in the background! The Exceptions Tab is extremely helpful as well and lets us see where duplicate records were accidentally created. This is something we might not have noticed right away otherwise. The only downside, in my opinion, is the lack of queue information. The Rollup Helper lets you run a rollup and see the progress, LH does not appear to have this option right now, though it does give a time estimate when it’s first run. Before this, we tried using Flows, Lookup Fields, Master-Detail Relationships, and even looked into other licenses that might allow it. Nothing was succinctly getting the job done, and it was difficult because of the multiple variables. It seemed we might have to do things manually or return to code. In all, this succinct solution meant that we were able to use the free version of the app (it is paid for after 2 free lookups, compared to Rollup Helper which allows 3). However, if we find it’s necessary for the future I would definitely recommend my team opt for the paid version before trying something else.

Could not install

Cannot install this App on Professional. I'm getting the following error during installation: LH_Realtime_Run_Behavior: DML requires SObject or SObject list type: Individual

Excellent Support

Passage Technology has an extensive library of use cases that are easy to implement and save valuable time. Their Support/Tech teams are quick to partner with you to implement processes outside of this library. They are experts in Salesforce and will work until the solution is working efficiently. They are willing to think outside the box to help with a custom request and are always pleasant while doing so. They have saved me many Admin hours over the years and I highly recommend them.

Beyond impressed and satisfied with Passage Technologies products!!!

SquadLocker embarked on a SFDC_Financial integration journey in Q4 of 2020 with an aggressive goal to have the project completed by end of same year. I thought we had all the necessary tools (we have in-house engineering department) to successfully do so, but quickly learned that standard SF functionality couldn't deliver what we needed to deploy. I came across Rollup Helper as a suggested tool in the Trailblazer community which I downloaded the free version to start with, and within same day loved the ease of use and realized the magnitude of benefits we could realize from its functionality that I purchased the Enterprise edition that same day as well. It was then only a matter of few more days before we also decided to invest in the related product (Rollup Helper) which we have realized great results from as well. Besides the wonderful functionality I cannot speak highly enough of their support team, WOW! I'm continuously pleasantly surprised with their team's knowledge, willingness to support and creativity on ways to support our business. Highly recommend product and Passage Technologies as a whole - GREAT COMPANY AND Products.!!!

Lookup Helper is perfect for our needs

I inherited the solution of using Lookup Helper to connect parts of surveys that are mapped to our org as records of different objects. Using Lookup Helper, we are able to "reassemble" these pieces in Salesforce based on a shared ID number. The app is very easy to set up and manage. I wish all our problems were so easy to solve! Their tech and sales support is also amazing. Twice in two years we hit a glitch of some kind and their team has helped resolve it. I appreciate their fast, personalized support. Highly recommend the product and the team.

Big Help in merging the activity from 2 orgs

When it came time to merge the activities from a 2nd org used by Sales to our main org intermingled with Service Lookup Helper provided a turn-key, no-cost solution to merging the activities on a common contact. We also use Lookup Helper running in the background in our Marketing org to silently regionalize leads by zip, while also categorizing activities as purgable based on lead criteria, two real-time settings covered by the Free Edition. So whether the need is a one-time heavy-lift (ie: an activity merge) or an operational efficiency, Lookup Helper is one Swiss Army Knife for data that every Salesforce Admin should have in their toolbox.

Extremely helpful app and support

This was the perfect work-around what would have been a complex formula over the character limit! Thank you to Bernadette and the support team for their assistance with it all

Huge fan of Passage Technology

This is the 3rd company I have used them with. I love rollup helper and for me its a necessity. I needed some help with Lookup helper the other day, and Lisa scheduled a call with myself, Jacob, and Nick. They were able to solve my probelm in less than 15 minutes. I had already spent about 3 hours trying to solve it myself. The ease of setting up a time for them to help me was amazing. I called and scheduled the appointmnet for when it was convenient to me and they worked with my scheduie. This is a great product with amazing service. I highly recomend using them.

Very good and helpful app

This app does everything related lookup and summary fields. Ease to use. Support is awesome.