Problem
Milestones PM+ is a great, Salesforce native project management app, but sometimes you would like more information to better prioritize your tasks. This way projects will be finished on time,...
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Milestones PM+ is a great, Salesforce native project management app, but sometimes you would like more information to better prioritize your tasks. This way projects will be finished on time,...
Salesforce announced Work.com in September 2020 to help businesses safely re-open and adjust to the "new normal" after the COVID-19 pandemic. You need a way to assign tasks to your employees,...
Administrators get requests from other departments on improving their Salesforce org through flows, validation rules and more, in between all of the "forgotten password" notifications. The...
Customer service representatives have a case queue of questions and complaints from current customers and potential prospects. These cases can be logged from customers emailing in, or...
Developers have a case queue of bugs and future improvements for both their applications and internal systems. These cases can be logged from customers or other internal employees. The...
The marketing team wants to find a better way to hand off accounts to sales. They currently use Salesforce’s native rating scale based on the accounts’ latest activity, but they would still...
A good sales team has a constant funnel of leads, but not all of them are qualified. The VP of Sales wants to prioritize incoming leads based on the company size and the lead source as that...
| Prioritization Helper Use Case Library |