Hi All,
Reminder that the v10.18 Lookup Helper push upgrade will be happening tomorrow! Make sure to look over the release notes https://www.passagetechnology.com/release-notes/lookup-helper-release-notes-v10-18, or watch this 3 minute video going over the new features and improvements https://youtu.be/K0zPv5x8z-0.
Hello, I'm new to Lookup Helper and starting to use their tutorials to learn how to use the application. I just started the Easily Monitor Inventory in Salesforce With an Inventory Level Object tutorial which has you create a formula field called Amount in a custom object called Part. The formula is IF(Amount__c > 20, "High", IF(Amount__c > 10, "Medium", "Low") ) but when I check the syntax I get the following error message - Error: Incorrect parameter type for operator '>'. Expected Text, received Number. Seems strange they would publish this tutorial with a wrong formula. Can anyone tell me what's wrong with this formula? Thanks in advance for any help.
Hello Glenn,
It sounds like you have the Amount field set to a text value data type when it should be number in order to do the comparison with a > operator.
You can use the value function in the formula if you would like to convert a text value to a number value without having to change the data type of the field like:
Value(Amount)
https://help.salesforce.com/s/articleView?id=sf.customize_functions_value.htm&type=5
I understand that I need to do a lookup on the User Object to pull the account name and user name into the Report Type: Users with Daily Metrics. Does anyone know if this is possible and how to execute? #SalesforceMVP
Hi all, I just downloaded Lookup Helper and built my first one. What I'm looking to do is pull into a field on the Task the Owner Id of the record that's in the What Id field. I created a lookup field on the Task level to the Account.
Then I built my Lookup Helper:
I've set it to run a few times, and the Account_Owner__c field is not populating. What am I doing wrong?
Hello Kelsey,
From your screenshot it looks like you are trying to match the WhatId field to the OwnerId field of Account, since WhatId can never point to a User it would be expected for this setting not to make any matches.
In order to pull the Owner ID of a related Account to a Task first you must have a Lookup Field populated which relates the Task to the Account.
This can be accomplished by matching the WhatId field to the AccountID field in order to populate a new lookup fieldto Account on Task.
Once you have this Lookup field populated by Lookup Helper you can create a formula field to pull down the OwnerId value from that Account to the Task.
If you would like help setting this up please feel free to sign up for a screenshare call on our website here:
While Rollup Helper has good support for async processing, I'm surprised to see that Lookup Helper does not.
Is this on the roadmap? I would like to run a lookup asynchronously -- when the parent record is updated, all children which reference it should be updated in the background.
Ah yeah, I found a doc page about it, also: Enable Asynchronous Processing for Lookup Helper Apex Trigger / Real Time | Salesforce App Help Center | Passage Technology
I'm trying to use a picklist on Account and Users called Account Channel that assigns the Account Owner using Lookup Helper.
However, as soon as I activate this lookup, I find the following exception message:
Risk Level - High
Issue Found - Account Owner - Update to Account Channel Owner exception caught while attempting to determine query validity.
Issue Summary - EXCEPTION OCCURRED WHILE TRYING TO QUERY EXISTING RECORDS.
The parent filter is looking for Active Users with an Account Channel. So, what am I missing that causing this alert?
Hi @Jacob Blair,
Thank you for following-up to this post. In my filter I'm only referencing 2 fields on the user record, account_channel__c and isactive, but no is deleted.
I'm only getting this error when I try to use the Lookup Helper to set the Owner Id. However, my lookups that reference a custom user lookup field, Account Channel Owner, don't seem to generate this same error.
Also, I have another org that I created this same lookup and I'm seeing the same exception alert when I'm trying to update the Owner Id field.
I will submit a support request to get additional help with this issue.
Thank you,
Michael
On case I have Lookup Field Contact - and contact has related list Role. With Lookup helper is it possible to show Role while lookup Contact on Case?
Hello Vila,
If your case has a lookup to 1 contact, which has a lookup relationship to 1 role, it is possible to bring that relationship over directly to case so it is related to the Contact's Role.
If you would like assistance setting this up please feel free to sign up for a screenshare call with us from our website here:
We pay for roll-up helper but do not currently have lookup helper. I need to create a report that shows contacts & accounts but can have account team member info added. I've tried creating custom repots and joint reports (the join report kind of works but I can't import into my sales engagement tool).
Can lookup or rollup helper help me populate a custom field on the account with account team member info? Specifically, I need the name of the SDR on the account team populated in an "Account SDR" field. The "Account SDR" field already exists on the account (its a user lookup field), is it possible to populate that existing field (it's currently tied to a whole mess of things within our org and creating a new field would be a nightmare).
Thanks in advance
Hello Ali,
If you can have multiple Account Team member records on an Account, Account Team member is likely the child object.
You should be able to Rollup the name of the record which is marked as the SDR to the Account using Rollup Helper.
If the object was higher in the hierachy and you wanted to pull data down from a Parent object is when you would want to use Lookup Helper.
Please reach out to support@passagetech.com if you would like assistance setting up this use case and we will be happy to help!
Hi, I want to see an account overview where I can see if each account has open leads attached to it.
Does looupHelper, would be the right choice? Thank you!
Hello Yessica,
Out of the box Salesforce there is not a relationship field from lead to account, there is only the text field company.
With Lookup Helper, however you can use that value in the company field to populate a new Lookup field to Account if there is an Account with a matching name in your environment. If that does not work it could also be possible to populate an Account lookup field on Lead using the domain name of the lead's email address.
Once your Lookup Helper setting is running you will be able to have a related list of leads under an account.
If you would like assistance setting this up, or have any other questions, please reach out to
support@passagetech.com and we will be happy to help!Can someone plase help me with this error Im getting while trying to re-open lost opps via Dataloader?
LH.LH_Account: System.LimitException: Apex CPU time limit exceededLH.LH_Account: System.LimitException: Apex CPU time limit exceeded
Thanks
Hello Nicholas,
Please send an email to
support@passagetech.com from there we will be able to investigate this issue and work towards a solution.