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Lookup Helper Free Edition - A Helper Suite App

Free

Rating

(29)

Listed On

10/4/2012

Latest Release

7/30/2018

Display your related information anywhere in Salesforce

Display Related Records Anywhere in Salesforce:## -Auto-Population Of Lookups## -Display Leads Under an Account## -Put Accounts & Leads Under a Zip Code Record####A paid version of this app is available standalone or as part of the Helper Suite.

  • Display Related Records Anywhere in Salesforce##-Relate all of your important information to easily find relevant information by leveraging the standard Salesforce related lists and lookup hover-over capabilities.
  • Automatically Set Lookups##-Increase User productivity by automatically populating lookups.##-Maintain better data accuracy through ensuring lookup fields are populated.##-Define important lookups such as relating Leads to their Accounts.
  • Create New Aggregate “Data Category” Records##-Create new data records that will allow you to display “detail pages” in Salesforce. ##-Users will spend less time clicking around to find information that can be accessed in one-click or a hover over.
Top Lookup Helper Use Cases:##-Automatically set a default value for a Lookup Field##-Create Filtered Related Lists##-Customer Segmentation ##-Categorize Accounts for Account Based Marketing Strategy Implementation##-Populate lookups for a Custom Sales Rep Reporting Object##-Monthly/YOY Sales reporting through a Reporting Period Object##-View available resources by location##-Track open Cases by priority##-Relate Opportunity Products to the correct Account##-Assign Child Records to the Owner of the Parent Record##-Display related lists from a child record on the parent record##-Lead Source Campaign management##-Link Leads/Contacts to Campaign ##-Import external database and match field values##-Automatically assign Leads to an Account/Account Owner##-Categorize/group records into regions, states, zip codes, districts or territories##-Group records into time periods buckets to more easily build dashboards####Free Edition Features##-Auto-populate lookups using record matching rules##-Match records using ID/record name##-Match Records by matching field values##-Group data by time period or geography##-Works with standard and custom objects##-2 lookup settings

Highlights

  • Optimized for Lightning ExperienceLightning Ready
  • Compatible with Professional, Enterprise, Unlimited, Force.com, Developer, Performance, and Essentials EditionsProfessional & Up
  • Built 100% on the Lightning Platform, providing reliability and performanceNative App
  • Apps, tabs, and objects in this package don't count against org limitsNo Limits
  • Supports orgs where Person Accounts is enabledPerson Accounts
  • Supports orgs where Multiple Currencies is enableMulti-Currency
  • Provider has pledged 1% of their product, profit, equity, or time to support the communityPledge 1%

Contents of managed packages don't count against your org's app, tab, and object limits. Contents of unmanaged packages count against these limits, so check your org before installing.Package Contents

  • Custom Objects: 9
  • Custom Applications: 2
  • Custom Tabs: 2

Lightning components are building blocks for Salesforce apps. Use global components to build custom apps with tools like Lightning App Builder and Community Builder.Lightning Components

  • Global: 0
  • App Builder: 0
  • Community Builder: 0

Requirements

Other System Requirements
No additional system requirements

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

Additional Information

Package Name
Lookup Helper
Version
Lookup Helper v8.3 / 8.3.0
First Release
10/4/2012
Latest Release
7/30/2018
Languages

Case Studies

Passage Technology
Lake Forest, Illinois, United States
Founded
2008
Phone
+1 (224) 552-0083

Passage Technology is the trusted provider of native Salesforce apps and development services. Since 2008, we have empowered over 15,000 customers with easy to use and high quality administration and project management tools, as well as other custom developed solutions. Our apps include Rollup Helper, Lookup Helper, Storage Helper and Milestones PM+. ####Passage Technology is a registered Salesforce Consulting Partner, an original AppExchange Partner, and an Inc. 5000 company headquartered in Lake Forest, Illinois.

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