Lookup Helper Reviews & Product Details

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.