Customer Success

Custom Object, Rollup Helper, Nonprofit, Customer Success, DLRS, Salesforce, Passage Technology, data aggregation, customer story, Robin Hood, object API, target object, multiple lookups

Custom Object, Rollup Helper, Lookup Helper, Storage Helper, Customer Success, Salesforce, Passage Technology, customer story, mortgage and lending industries, Display multiple revenue and volume summaries, link objects, lookup and rollup field

Account, Custom Object, Rollup Helper, Lookup Helper, Customer Success, Salesforce, Passage Technology, real-time data, data aggregation, customer story, standard objects, display related records in Salesforce, revenue metrics

Account, Rollup Helper, Financial Services, Customer Success, Salesforce, Passage Technology, real-time data, data aggregation, customer story, accounts receivable delinquencies, Accounting Seed, outstanding invoices

Uniti Fiber is the fiber infrastructure segment of Uniti, a publicly traded Real Estate Investment Trust (REIT). Uniti Fiber is a leading provider of infrastructure solutions,...

Project Management, Rollup Helper, Milestones PM+, Development Services, Rollup, Salesforce, Lightning, Uniti Fiber, Passage Technology