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Prioritization HelperPassage Technology

Prioritization Helper is a Salesforce-native app that enables teams to make informed, unbiased decisions by scoring and ranking records using value-based or matrix scoring methods. It supports collaborative decision-making, reduces cognitive bias, and helps prioritize tasks, opportunities, or issues directly within Salesforce—without any coding.

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Product details

Prioritization Helper

Prioritization Helper is a Salesforce-native decision-making app that enables individuals and teams to score and rank records based on customizable criteria. It supports both individual and collaborative decision-making using structured methods like value scoring, matrix scoring, and pairwise comparisons. Designed to reduce cognitive bias and improve transparency, it helps organizations make smarter, data-driven decisions directly within Salesforce.

Features

  • 100% Salesforce Native: Works seamlessly in both Classic and Lightning environments.
  • Value Scoring: Assigns points to records based on specific conditions to determine priority.
  • Matrix Scoring: Uses a weighted matrix to evaluate records across multiple criteria.
  • Pairwise Comparisons: Implements the Analytic Hierarchy Process (AHP) for collaborative decision-making.
  • Real-Time Updates: Priority scores are calculated using formula fields, ensuring instant updates without database refreshes.
  • No-Code Configuration: Easily set up and modify scoring models without custom code or Apex.
  • Use Case Flexibility: Ideal for lead scoring, hiring decisions, project prioritization, and vendor selection.

Capabilities

  • Prioritize any Salesforce object (standard or custom) without development resources.
  • Enable group decision-making by allowing stakeholders to weigh in on criteria and options.
  • Visualize and compare priorities across teams and departments.
  • Maintain transparency in how decisions are made and documented.
  • Adapt quickly to changing business needs by updating scoring logic on the fly.

Benefits

  • Reduces bias in decision-making by applying structured, repeatable methods.
  • Improves alignment across teams by making prioritization criteria visible and collaborative.
  • Saves time by eliminating manual scoring and inconsistent evaluations.
  • Enhances agility by allowing real-time updates to priorities as business needs evolve.
  • Boosts confidence in decisions with clear, data-backed justifications.

Editions

  • Premium Edition