# Lookup Helper Reviews
**Vendor:** Passage Technology  
**Category:** [Salesforce AppExchange Apps](https://www.g2.com/categories/salesforce-appexchange-apps)  
**Average Rating:** 2.5/5.0  
**Total Reviews:** 1
## About Lookup Helper
With Lookup Helper you'll 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. Benefit from enhanced data organization and display for your org’s users. Generate insightful reports and list views. Find the Salesforce data you want, when you want it. Deepen your understanding of your data with "Create new Parent Records" functionality. 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 more! 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. 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.




## Lookup Helper Reviews
  ### 1. More complex than Rollup helper but solves a massive Salesforce product gap

**Rating:** 2.5/5.0 stars

**Reviewed by:** Josh D. | CRM Manager, Information Technology and Services, Enterprise (> 1000 emp.)

**Reviewed Date:** December 18, 2017

**What do you like best about Lookup Helper?**

Formula type lookups that give users a clickable link

**What do you dislike about Lookup Helper?**

Complicated for users without coding experience, but that is understandable give the complex nature of the application

**Recommendations to others considering Lookup Helper:**

Can be complex and has the potential to slow down your org by adding tons of Apex jobs, but there really is no other way of setting logic to add lookup relationships automatically.

**What problems is Lookup Helper solving and how is that benefiting you?**

Automatically adding relationships to records based on logic. This is impossible with Salesforce standard functionality.


## Lookup Helper Discussions
  - [What is Lookup Helper used for?](https://www.g2.com/discussions/what-is-lookup-helper-used-for)

- [View Lookup Helper pricing details and edition comparison](https://www.g2.com/products/lookup-helper/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-08+07%3A02%3A06+-0500&secure%5Bsession_id%5D=a6cbdc2f-fca5-4e40-9296-ac0f56a037f5&secure%5Btoken%5D=19c1401e13c4275e42a9745121d79fcfa095a507bd95b9dd43127e0ae80fd862&format=llm_user)

## Lookup Helper Features
**Agentic AI - Salesforce AppExchange Apps**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making