Problem: You want to set up the criteria in Storage Helper to automatically delete certain Accounts
For example, delete an Account if it has had no activity in several years.
For example, delete an Account if it has had no activity in several years.
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...
You do business in the EU and you want to be GDPR compliant, but information about your users are in different spots. Your email opt-outs are stored in your email marketing system, up-to-date...
Helper Suite Use Case Library |