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Free

Rating

(32)

Listed On

10/4/2012

Latest Release

7/30/2018

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Lookup Helper provides better visibility and insights to your Salesforce data by automatically relating records. For standard and custom objects, organize your data by geographic location, time-frame, industry, or any other data category.

32 Reviews
65%
18%
6%
0%
9%
4.3
Average Rating
Share your experiences with the community.
Top Favorable Review

It takes a Village . . .

I had the good fortune to subscribe to your Helper Suite yesterday. Susan, and others in the background, dialed in and installed the package immediately. The next day I presented a use case and received focused attention leading up to perfect working solution from Evan on our Development and Support Teams.####I have been using CRM software for nearly 30 years, and like most, have engaged a litany of developers to accelerate our learning curve and ability. This is among the Best experiences I ever had. Making ideas . . . tangible reality. There was no trial and error. No implementation hesitation. Not even a single typo.####Perfect delivery. An impressive first start. A great value proposition for our future development wants and needs.####Success is sustainable when clients are as appreciative of our results as we are with yours. Well done!


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Jerry Reid
Feb 04, 2016 at 6:00 PM

We appreciate your review Gary. Thanks for taking the time and for being a great customer!

Top Critical Review

We purchased the licensed version, but were never able to get it to work

We purchased the licensed version of this utility as part of the Rollup Helper suite. While it seems like it could deliver helpful functionality, I was unable to get this to work on two separate "Lookup" projects. Both times, I reached out to Passage Technology customer support. Both times they made efforts to try and make it work. Neither worked. ####This should have been a warning flag to me before I used their Storage Helper product. Unfortunately, I assumed that that product worked as promised. Instead, it lost it's filter condition and deleted a huge chunk of random data across the object that it was running, significantly screwing up the records in that object. ####I would not recommend this product.


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Customer Reviews 32 Reviews Rating: Any Rating Sort By: Review Date

Very good and helpful app

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


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Jacob Blair
Apr 05, 2019 at 3:56 PM

Hello Reetu,####Thank you for taking the time to review our app and the compliments to our team, happy to hear that the tool was easy to use!

Lookup Helper is Awesome!

I installed Lookup Helper today and it is working awesome. I am very pleased with how easy the tool is to use and the support provided by Andrew and Lisa. They walked me through step-by-step setup and we had the tool installed and working as intended in less than an hour. Very much recommend!!


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Paid version, some snags intially. Working much better now.

After some challenges getting to a support engineer at Passage Technology, I was contacted by BeckieA, a customer advocate at Passage Technology . Beckie jumped-in and guided the issue through to resolution. JacobB, the support engineer, is knowledgeable, patient and diligent in helping to towards a resolution. ####My client has extensive automation in their Org, most of which was implemented in a piecemeal, hap-hazard manner prior to my involvement. Jacob and I worked through the problems, including record locking issues caused by other processes keeping the records open when Lookup Helper was attempting to act upon them. Now, things are reasonably stable. There are some error that occur at times, that I have yet to dig into.####Overall, this app does what it's intended to. You can expect to do some fine tuning and it may take some time to get it right.####It's not clear why I had such difficulty, initially, getting to the support folks. In the end, the support is very good.


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Jacob Blair
Oct 23, 2018 at 3:21 PM

Hello Adam,####I apologize for the difficulty you experienced trying to contact us. We're concerned about your experience and we've been trying to investigate what could have happened.####However, we are not finding any history with your associated account. I see that you are a consultant, so would it be possible to share the name of the company you were working with that experienced these issues with LH in case your history with us is logged there?####Were you aware of the customer advocate available to you, who is committed to your success with Passage Technology? This is the best way for customers to escalate to our support team thereby ensuring priority issues are resolved.

We purchased the licensed version, but were never able to get it to work

We purchased the licensed version of this utility as part of the Rollup Helper suite. While it seems like it could deliver helpful functionality, I was unable to get this to work on two separate "Lookup" projects. Both times, I reached out to Passage Technology customer support. Both times they made efforts to try and make it work. Neither worked. ####This should have been a warning flag to me before I used their Storage Helper product. Unfortunately, I assumed that that product worked as promised. Instead, it lost it's filter condition and deleted a huge chunk of random data across the object that it was running, significantly screwing up the records in that object. ####I would not recommend this product.


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We LOVE Lookup Helper

We implemented this product in conjunction with the Rollup helper and it helped us to quickly connect records either in mass or during their creation without additional clicks. The linking of the records by way of this product allowed us to then use their sister product "Rollup Helper" to then roll data from one related record to another. The combination of the two together allowed us to make cross seasonal reports because we were able to roll data forward from one season to the next, to the next, to the next.


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Jacob Blair
Jan 12, 2018 at 5:22 PM

Hello Christian,####We love to hear success stories like these! Using Lookup Helper to populate relationships, and then Rolling up data across those relationships is a great way to use the tools together! Thanks for leaving us a review, and sharing your story!

Great Solution to create a valuable "Related List" on Accounts

I needed a quick "related list" added to my Accounts object that would "show" me all the related data without a user having to go find it! and because the data is in an SF related list, I can customize the look & feel of the fields, get counts, etc. This quick & free solution does it perfectly.


2  likes · Comment · Report Abuse
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Jacob Blair
Nov 17, 2017 at 11:44 AM

Hello Jerry,####Thank you for taking the time to leave us this review! Happy to hear the free tool is meeting your needs and bringing your data to the surface so you don't have to dig it up!

yolanda coleman
Oct 15, 2018 at 4:25 PM

I need this very same solution! Thanks for the feedback.

Easy to set up and great insights

This is a great tool and helped my org automate our account profiling initiative. Very easy to set up and manage.


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Jacob Blair
Oct 26, 2017 at 11:56 AM

Hello Robert,####Thank you for leaving us this excellent review! Glad to hear our tool was easy to use and helped improve automation in your org!

Makes the Seemingly Impossible...Possible

Lookup Helper has definitely helped solve complex challenges in our org. We use vlookup fields for multiple objects. This app has allowed us to selectively identify and connect related records, ultimately helping us present better organized Account/Related List details to our Users. In conjunction with Rollup Helper, this is a powerful alternative to custom code. Support is outstanding! This team does not stop working your case until they have solved it.


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Jacob Blair
Oct 17, 2017 at 10:44 AM

Hello Amy,######Thank you for taking the time to write us a review! It is always a pleasure meeting with you and working together setting up interesting use cases, happy to hear you are enjoying the product! We appreciate appreciate the recomendation!

Great APP / Outstanding Customer Support

This app is awesome. It automatically looks up and populates a field. I wasn't quite sure how to get it working. Passage Technologies was there to help. The customer support on this free version of the app is outstanding. It's nice to see that they are ready to assist on the free app. I can only imagine how fantastic the support will be on the paid version. Thanks to Bernadette and Andrew for taking the time to help get this working!!


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Jacob Blair
Sep 05, 2017 at 3:03 PM

Hello Jo Anne,####Thank you for taking the time to leave us this wonderful review! We work hard to make sure that anyone interested in our apps can learn how to use them! We appreciate you sharing your experience!

Solid Product/Great Customer Support!

Downloaded the product, could not figure out how to get it to work for what i wanted. Support was on the phone with me the next day and solved my problem within minutes!


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Jacob Blair
Aug 23, 2017 at 1:21 PM

Hello Justin,####Thank you for taking the time to leave a review! Happy to hear about your positive experience with our support team, and the tool meeting your needs!

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