Learn more about Helper Suite
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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
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
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
Getting Started with Storage Helper
Mass Delete Old Emails, Auto-Responses & Case Email Messages
Mass Delete Old Synced Tasks
Recycle Archived Calls
Automated Emails
Lead Priority (Value & Matrix Scoring)
Eisenhower Matrix (Matrix Scoring)
Task Priority (Matrix Scoring)
Account Priority (Value & Matrix Scoring)
Case Priority (Value & Matrix Scoring)