Explore Use Cases
Explore how Clientell solves real-world Salesforce challenges with step-by-step video guides.
Lead Performance Audit
Audit past lead quality with conversion metrics and performance insights

Lead Pipeline Report
Generate a pipeline report showing recent leads with owner accountability and status tracking

Update a Picklist
Refresh a picklist field by adding Pilot and removing Proof of Concept

Loss Reason Report
Generate loss reason reports showing why deals fail with counts and revenue impact

Formula Field Creation
Create complex formula fields by describing the calculation - no formula syntax required

Renewal Opportunity Flow
Build a flow that creates renewal opps when deals are won with 1-year timeline

Smart Error Analysis
Analyze complex Salesforce errors and pinpoint exactly which rules are causing issues

Opportunity Stage Validation
Create validation rules preventing opportunity stages from moving backwards in your pipeline

Slow Query Detector
Hunt down slow-running queries automatically without digging through debug logs manually

Big Deal Alerts
Create automated alerts for high-value opportunities to notify key stakeholders instantly
HTTP Callout Flow with Scheduling
Build flows that update records and schedule HTTP callouts to external systems after time delays
Marketing Attribution Flow
Automate marketing attribution by tracking lead sources and campaign performance automatically
Generate Test Data
Quickly create test records to validate flows, reports, and configurations without manual data entry
Update Contact Description Flow
Create simple record-triggered flows that automatically update fields based on conditions
New Object Setup with Fields and Flows
Complete new object setup including custom fields, page layouts, permissions, and automation flows in one workflow