Sylo Lookup

Auto-populate lookup fields based on declarative matching criteria. Email Domain match, per-rule scheduling, health dashboard, and Flow invocable — same filter builder and object model as Sylo Rollups. One suite, one consistent experience for admins.

Key differentiators

What makes Sylo Lookup stand out from other managed lookup apps and Flow-based solutions.

Email Domain match

Extract the domain from an email (e.g. jordan@mysylo.ai → mysylo.ai) and match to Account Website or any target field. Ideal for Contact.Email → Account.Website — no other lookup tool offers this out of the box.

Same filter builder as Rollups

Source and target filters use the same builder as Sylo Rollups. One consistent UX across the suite — operators, SOQL date literals, and reusable filter infrastructure.

Operational intelligence

Health dashboard, audit log, job monitor, and run history — visibility into what's broken, who changed what, and how lookups are performing. Other tools and Flow don't bundle this.

1-click trigger deploy

Add custom source objects and deploy Realtime triggers from the UI. No CLI, no manual Apex. Object Support manages which objects support Realtime vs On Demand only.

Flow invocable + per-rule scheduling

Run any lookup from Flow with record IDs. Or schedule each rule independently with cron (e.g. daily at 2 AM). Run Now (2K records) or Run in background (batch) for large datasets.

Competitive comparison

How Sylo Lookup compares to other managed lookup apps and Flow-based solutions.

FeatureSylo LookupManaged AlternativeFlow
Declarative matching rulesYesYesPossible (complex)
Email Domain match (unique)YesNoManual logic
Match types: Exact, Contains, Starts With, Ends WithYesYesManual logic
Source object → target lookup mappingYesYesYes
Source + target filters (same builder as Rollups)YesDifferent UICriteria only
Execution: OnDemand, Scheduled, RealtimeYesYesYes
Per-rule cron schedulingYesLimitedScheduled Paths
Run Now, Run in background (batch), Flow invocableYesYesYes
Fallback value, Create parent if no match, Overwrite toggleYesYesManual logic
Health dashboard (errors, triggers, fields)YesBasic checkNo
Audit log (before/after snapshots)YesNoNo
Job Monitor & HistoryYesLimitedDebug / history
Object Support with 1-click trigger deployYesManualN/A
Pre-built template library14 templatesNoNo
CSV Import/Export (env migration)YesNoN/A
Single-record previewYesPremium onlyManual
Metadata-driven (Custom Metadata Type)YesYesN/A
Part of Sylo suite (one install)YesSeparate purchaseNative
Free tier5 lookups free2 freeIncluded

Functionality

What's included in Sylo Lookup and how you configure it.

Match types

  • Exact (case-insensitive)
  • Email Domain — extracts domain from source (e.g. email → website match)
  • Contains — target field contains source value
  • Starts With — target field starts with source value
  • Ends With — target field ends with source value

Execution modes

  • OnDemand — Run Now (up to 2,000 records) or Flow invocable only
  • Scheduled — per-rule cron scheduling (e.g. daily at 2 AM)
  • Realtime — trigger-based when source records change (requires Object Support trigger deploy)

Run options

  • Run Now — processes up to 2,000 source records immediately
  • Run in background — batch job for all records (configurable batch size 1–2000)
  • Schedule — per-rule cron with presets or custom expression
  • Flow invocable — Run Lookup action with definition name and source record IDs

Lookup options

  • Fallback value — set a Record Id when no match found
  • Create parent if no match — auto-create target record when no match exists
  • Overwrite toggle — update records that already have a lookup value, or skip them
  • Match priority — First match or Most recent (by Created Date)

Filter & matching

  • Source filters — limit which source records are processed (same builder as Rollups)
  • Target filters — limit which target records can be matched
  • Operators and SOQL date literals where applicable
  • Same metadata and session infrastructure as Sylo Rollups

Use cases

  • Contact.Email → Account.Website (Email Domain match)
  • Lead.Company → Account.Name (Exact or Contains)
  • Case.SuppliedCompany → Account.Name (web-to-case routing)
  • Child Account → Parent Account (hierarchy)
  • Opportunity/Asset/Order/Quote → Account (orphan recovery)
  • Campaign Member → Lead (email match)
  • Data migration and deduplication support

Operational intelligence

Features that give admins visibility and control beyond the lookup definition itself.

Health dashboard

Object and field existence checks, inactive trigger detection, error rates by severity, and stale-run alerts. See what's broken before users do.

Audit log

Every change to a lookup definition is logged with full before/after snapshots, who made the change, and when — no other lookup tool offers this.

Job Monitor

Real-time view of in-flight batch jobs and lookup queue. See progress, batch counts, and errors without leaving the app.

History

Lookup_Log__c tracks every run with execution mode, record counts, and status. Filter by definition, date, and mode.

Template library

14 pre-built lookup templates across Sales, Service, People, and Marketing. One-click apply and customize for Lead→Account, Contact→Account, Case→Contact, and more.

CSV import/export

Export lookup definitions for backup or environment migration. Import with validation preview and conflict handling.

Start free — 5 lookups. Same patterns as Sylo Rollups — filters, objects, and metadata.