Salesforce Services

Trusted, certified Salesforce consultants and developers for project management and custom solutions

We are the leading trusted experts to deliver analytics, project management, and lightning-based solutions on the Salesforce Platform. Passage Technology offers custom Salesforce solutions and Salesforce consulting services to businesses around the globe. Even better, our trustworthy developers are available when you need them the most.

Custom Salesforce Project Management and Implementation

Looking to manage projects within Salesforce? We’re here to help. Passage Technology understands how confusing and overwhelming it can be to try to understand the platform and its intricacies. Our team of consultants has developed a project management platform native to Salesforce, and they know exactly where to start and how to finish to get your organization to the next level.

No matter what your project management needs are, Passage Technology can customize a solution to meet 100% of your business requirements.

Salesforce Implementation & Org/Data Migration

Passage Tech helps make your Salesforce implementation as painless and seamless as possible. We offer Salesforce data migration services for importing external files and spreadsheet data into your org including:

  • email lists
  • project data
  • contact books
  • inventory details

Custom Reports & Dashboards

Say goodbye to complex reports and allow us to create custom Visualforce pages or analytics components that allow you to easily see your information in a coherent manner. Reach out to us to learn which analytics tools you should be building with (e.g. Analytics cloud, Wave Cloud Apps, Rollup Helper, etc) - let us save you time, money, and sanity.

Passage Technology was a great partner for us while working to decommission over a dozen systems and migrate the functionality to a single Salesforce application. We encountered a number of unexpected hurdles and managed multiple stakeholder needs through fluid and agile project work. The level of detail and attention Passage resources and developers provided the business teams was highly appreciated. The innovative solutions to contradicting requirements and validations allowed for all stakeholders to be pleased with the system and without Passage, we would have encountered a governance nightmare. We appreciate the team and all the work they put on the project and as a result our organization benefits from a single source.

Client

Healthcare industry
Salesforce-Industry-cloud_healthcare-Health-Cloud

Community

Salesforce Community Cloud allows you to connect with your customers, partners and employees on a whole new level. Our services can help you build a community to meet your needs and communicate like you’ve never done before.

Custom Search & Custom Document Management

When standard Salesforce reporting and AppExchange apps just aren’t enough, Passage Technology is able to design a custom user interface that allows business users to search their database and generate more complex documents and distribute them in PDF or CSV format.

Management Pipeline Visibility

Ensure management visibility into pipeline opportunities and activities.

Customer Onboarding

There are a lot of moving parts when it comes to customer onboarding. Passage Technology ensures that no key steps are missed in the journey by automating projects in Salesforce.

Incident Support Plan

We offer the Incident Support Plan as insurance. If part of your project breaks, you are still covered with the initial investment! For example, if we implement a feature using standard Salesforce functionality like a Javascript button in Salesforce Classic but then Salesforce deprecates the use of Javascript buttons after the project is complete, we will fix it free of charge under the Incident Support Plan. The Incident Support Plan must be purchased within 30 days of project completion, costs 10% of the initial project price, and lasts for one year with optional renewal extension. Add this plan to your order during checkout if you would like to insure your project and ensure continued functionality.

Sales Cloud

Automation for

  • Pending Opportunities
  • Upcoming renewals
  • Late payments
  • Invoices
  • Followups; reminders

Service Cloud

  • Field Service Lightning
  • Self-service portals
  • Knowledge
  • Chatbots

Community Cloud

  • Customer and B2B commerce
  • Partner Relationship Management
  • Employee engagement
  • Self-service portals
  • External apps, portals, sites

Commerce Cloud

  • CMS
  • Commerce portals
  • Order management
  • Web development

Integration

  • Distribution management
  • HR management
  • Payment systems
  • Resource planning

Platform

  • Workflows and processes
  • Migration
  • Einstein analytics/Tableau CRM
  • Lightning components
  • Lightning apps
  • Salesforce mobile apps

Financial Services

  • Insurance
  • Lending and mortgage
  • Retail banking
  • Wealth management

Healthcare

  • Payers
  • Pharma
  • Providers
  • Medical devices

Manufacturing

  • Channel management
  • Distribution
  • Field service
  • IT and operations

Consumer Goods

  • Contractor
  • Field Sales
  • Merchandiser
  • Strategic Sales

Government

  • Government Cloud
  • Government Cloud Plus

Salesforce.org

  • Education
  • Non-Profit
  • Philanthropy