Passage Technology Blog

Instituting a Uniform, Repeatable Process for New Salesforce Record Creation

2024/08/19

One of the challenges for optimizing the use of Salesforce® is that many different users create the records stored in the platform. This creates the potential for wide variances in how the records are created and the information they contain. This lack of uniformity can make it difficult to find and unearth actionable insights across numerous business functions.

Easily Get the Data You Need with Rollup Helper + Lookup Helper

2024/08/05

See how others are finding new ways to achieve their goals in Salesforce® without code.

Some things are just a natural fit—they complement each other. Like campfires and s’mores, or bagels and cream cheese, Rollup Helper and Lookup Helper are a perfect combination. In this blog post, we’re exploring ways these two great apps can be used together.

Help Other Users Like You by Sharing Your Experience

2024/06/06

User feedback helps us improve our apps, providing the best experience, features, and functionality.

Customer reviews and ratings are becoming an increasingly important part of the buying process, helping buyers make informed decisions.

Building and Implementing a Sound Data Governance Program

2024/05/20

A key responsibility of every business’s IT and Analytics department is to establish and execute a comprehensive data governance program. Executive leadership teams view this function as vital to a company’s overall risk management and growth potential—and with good reason. This applies to businesses of all sizes, from small to very large.

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