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

Analyze DataRevOps InsightsGTM/Business
Lead Performance Audit

Lead Pipeline Report

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

Build ReportsGTM/Business
Lead Pipeline Report

Update a Picklist

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

ConfigurationAdminsConsultant
Update a Picklist

Loss Reason Report

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

Build ReportsGTM/BusinessRevOps Insights
Loss Reason Report

Formula Field Creation

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

ConfigurationAdminsConsultant
Formula Field Creation

Renewal Opportunity Flow

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

Automation(Flows)AdminsGTM/Business
Renewal Opportunity Flow

Smart Error Analysis

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

TroubleshootAdminsConsultant
Smart Error Analysis

Opportunity Stage Validation

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

Automation(Flows)AdminsConfiguration
Opportunity Stage Validation

Slow Query Detector

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

TroubleshootAdminsConsultant
Slow Query Detector

Big Deal Alerts

Create automated alerts for high-value opportunities to notify key stakeholders instantly

Automation(Flows)GTM/BusinessRevOps Insights
Video Preview

HTTP Callout Flow with Scheduling

Build flows that update records and schedule HTTP callouts to external systems after time delays

Automation(Flows)AdminsConsultant
Video Preview

Marketing Attribution Flow

Automate marketing attribution by tracking lead sources and campaign performance automatically

GTM/BusinessRevOps Insights
Video Preview

Generate Test Data

Quickly create test records to validate flows, reports, and configurations without manual data entry

ConfigurationAdminsConsultant
Video Preview

Update Contact Description Flow

Create simple record-triggered flows that automatically update fields based on conditions

Automation(Flows)Admins
Video Preview

New Object Setup with Fields and Flows

Complete new object setup including custom fields, page layouts, permissions, and automation flows in one workflow

ConfigurationAutomation(Flows)AdminsConsultant
Video Preview
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