Passage Technology Blog

Roll-up Solution When a Roll-up Summary Field Can't be Used

2024/02/29

In Salesforce, many businesses need to see aggregated data from child records on a parent record. For example, to show the sum or average of closed won Opportunities on a Custom Object, like Industry. They may always want to choose the first or last child record, and from that selection, display a key piece of text, such as the first Campaign that triggered a response at an Account. This sounds like it should be straight-forward to put together, but it could more difficult to create than you'd think.

Salesforce Apps Are Helping Manufacturers Transform & Thrive

2024/02/16

Winter Series Part III – Actionable Insights & Project Management 

Manufacturers are facing obstacles, such as ongoing supply chain issues, increasing raw material costs, and employee engagement challenges—all while trying to keep up with rapidly changing technological advancements.

Ask PT About Uncovering Data in Salesforce to Prevent Customer Churn

2023/11/30

Dear PT, 

At our company, we view a retained dollar of revenue to be just as valuable as a new dollar. Even more so when you consider an unretained dollar needs to be replaced with a new dollar just to maintain flat revenue, which then hampers growth. So. . . how can we prevent churn and increase our retention rate along with cross- and upselling? Is there a data solution that identifies troubling signs early on when they can be corrected?

Lapser Chase from Retaine, Ireland

Maximizing Salesforce and AI in Your Business

2023/11/13

Outputs from both Salesforce® and AI are entirely dependent on the inputs—the quality of the data being analyzed. More than ever, your company needs a data optimization process that leverages all of the stakeholders and not just a select few.

Risks and Issues in Project Management

2023/11/10

“Frequent use of standardized risk management practices” is a key driver of project success (Project Management Institute [PMI], 2023), yet one-third of users with risk management functionality in their PM software don’t use it (Capterra, 2021).

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