Lookup Helper

Lookup Helper is a Salesforce-native app that automates the population of lookup fields by matching records based on defined criteria. It enhances data relationships and visibility by connecting related records across standard and custom objects—without the need for code. This tool is especially valuable for organizations implementing Account-Based Marketing (ABM) strategies or managing large datasets.

Features

• Auto-populates lookup fields using record matching rules
• Supports matching by record ID, name, or field values
• Works with both standard and custom Salesforce objects
• Enables grouping of data by time period or geography
• Offers both free and premium editions with scalable capabilities
• Allows automatic creation of aggregate “data category” records
• Integrates seamlessly with Salesforce’s related lists and hover-over features

Capabilities

• Automatically relate leads to accounts or other key objects
• Display rolled-up or grouped data on detail pages
• Reduce manual data entry and improve data consistency
• Enhance user navigation and access to related information
• Support ABM by linking all relevant data to strategic accounts

Benefits

• Improves data quality by ensuring consistent relationships between records
• Saves time by automating repetitive data linking tasks
• Enhances user experience with easier access to related data
• Supports strategic initiatives like ABM and territory management
• Scales with your organization, from simple lookups to complex data structures

Editions

Free Edition

• 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

Premium Edition

• UNLIMITED lookup settings
• Prioritized Support
• Consistent access to Stable Releases