GET DEMO +1 (224) 655-6779

    Check out the Helper Suite use case library to see how to use multiple apps together, or look through the individual app use case libraries for more ideas. 

    Helper Suite Use Case Library
    HS-gdpr

    Using the Helper Suite to be GDPR Compliant

    Using the Helper Suite to Assist with Project Management

    Score Records on any Salesforce Object with the Helper Suite

    Rollup Helper Use Case Library
    Salesforce Individual GDPR compliance with Free Salesforce rollup field data app Rollup Helper on AppExchange: Must-have admin app, productivity app for Salesforce admins. Helper Suite by trusted Salesforce partner Passage Technology.

    Roll-ups Using Formulas Rather than Static Criteria

    Account Hierarchy Rollup

    Identify The Primary Contact On An Account

    Count the number of tasks on an open case

    Opportunity Line Item Schedule Rollups

    By tag

    Lookup Helper Use Case Library
    Salesforce Individual GDPR compliance with Free Salesforce search app Lookup Helper on AppExchange: Find related records, dupe data. Helper Suite by trusted Salesforce partner Passage Technology.

    Tracking Open Cases by Priority on Accounts and Contacts

    Assign Lead to Account Owner and Send New Lead Notification

    View Account Information On A Lead

    Automatically Assign Leads to Accounts

    Display Related List Of Grandchild Records On The Parent Record

    By tag

    Storage Helper Use Case Library
    Salesforce Individual GDPR compliance with Free Salesforce delete data app Storage Helper on AppExchange: Mass delete records, clean your org, data backup. Helper Suite by trusted Salesforce partner Passage Technology.

    Getting Started with Storage Helper

    Mass Delete Old Emails, Auto-Responses & Case Email Messages

    Mass Delete Old Synced Tasks

    Recycle Archived Calls

    Automated Emails

    By tag

    Prioritization Helper Use Case Library
    Free trial Salesforce decision-making app Prioritization Helper on AppExchange: Matrix scoring, lead scoring, group evaluations, decision analysis. Helper Suite by trusted Salesforce partner Passage Technology.

    Lead Priority (Value & Matrix Scoring)

    Eisenhower Matrix (Matrix Scoring)

    Task Priority (Matrix Scoring)

    Account Priority (Value & Matrix Scoring)

    Case Priority (Value & Matrix Scoring)

    By tag

    All Rights Reserved. Various trademarks held by their respective owners. 100 S Saunders Rd. Suite 150, Lake Forest, IL 60045, United States

    © 2023 Passage Technology LLC