Helper Suite Use Case Library

Score Records on any Salesforce Object with the Helper Suite

Problem

You need a way to prioritize records in Salesforce, whether it's for Lead/Contact/Account scoring, or for ordering cases like support tickets. However, you don't want to rely on an Admin or...

Account Based Marketing, Helper Suite, Lead Management, Rollup Helper, Lookup Helper, Prioritization Helper

Using the Helper Suite to Assist with Project Management

Problem

There isn't out-of-the-box project management functionality in Salesforce. There are third-party apps like Milestones PM+, that help you can keep track with Gantt charts and hours, but...

Helper Suite, Project Management, Rollup Helper, Lookup Helper, Storage Helper, Prioritization Helper

Filtered by prioritization-helper

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