User Adoption. Salesforce is a powerful tool that helps businesses grow. In order to truly realize the benefits, users need to adopt the platform. When they don’t, discord can be created and revenue goals put in jeopardy.
Roll-up Solution when a Roll-up Summary Field Can't Be Used and Process Builder Doesn't Fire on Delete
In Salesforce, many businesses have a 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 for example. There may also be a need 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.
Lake Forest, Il., August 16, 2017 – Inc. magazine today ranked Passage Technology, LLC. NO. 864 on its 36th annual Inc. 5000, the most prestigious ranking of the nation's fastest-growing private companies. The list represents a unique look at the most successful companies within the American economy’s most dynamic segment— its independent small and midsized businesses. Companies such as Microsoft, Dell, Domino’s Pizza, Pandora, Timberland, LinkedIn, Yelp, Zillow, and many other well-known names gained their first national exposure as honorees of the Inc. 5000.
Click to blog to keep reading!
View Our Recorded Webinars
Interested in seeing our completed webinars? Select from the list below to view the recorded videos.
Attend a Live Webinar
Follow us on social media by clicking below or sign up for our email list to be the first to know when we are hosting a webinar.
All businesses, whether they are for-profit or not-for-profit, have a bottom line and keeping the organization’s expenses in check is a main goal. Part of a healthy company is investing in tools or technology to assist in growth and another part is in not spending unnecessarily.
Salesforce is an example of one of the investments companies make to enable growth. Being a multi-tenant environment, there are limits in place in order to ensure that our orgs perform consistently. One such area is Storage.
Campaigns in Salesforce can be one of your most powerful tools as a Salesforce Admin. You can use Campaigns to help your business identify the most successful marketing initiatives, and help direct your future marketing strategy. This makes you – the Admin – an invaluable part of your marketing team.
Risk and issue management is critical to avoiding project failure. Many project management organizations (PMOs) place an emphasis on these practices, however, these processes are ill defined. A consequence of an ill-defined process is that people do not perform it consistently or at all. Learn about how you can use Milestones PM+ in Salesforce for tracking your project risks and issues.
Beyond its top 10 ranking on the Salesforce AppExchange, Rollup Helper continues to be named a top 10 / top app favorite for Salesforce admins everywhere. Here are just a few places where the product has recently been recognized:
- Code Science names Rollup Helper one of their "Favorite 10 Apps For the AppExchange's 10th Birthday"
- Rollup Helper featured in Salesforce's "10 Types of Apps Every Org Should Have" in the "Org & Data Management" Category
- Rollup Helper #1 in "3 Free Salesforce AppExchange Apps You Should Not Be Without"
- Pracedo names Rollup Helper their Salesforce App Of The Week
- Rollup Helper featured as one of the best Salesforce Apps.
- Salesforce names Rollup Helper as one of their top apps to put your small business on the fast track
Today marks the 10th anniversary of the Salesforce AppExchange! Passage Technology has been following the AppExchange since its inception and way back in 2010 we started the journey of launching our first project management app, Milestones PM+. Launching this app helped us to learn the ins and outs of the AppExchange and most importantly what Salesforce customers were looking for. We heard from countless customers asking about project management native to Salesforce and it was at this point we realized the importance of the AppExchange to deliver specific categories of applications to clients who are looking to get more from Salesforce for a critical business function. This experience is what got us hooked on the platform and on delivering useful apps to customers.
It wasn’t too long after launching our first app, that we launched our flagship app, Rollup Helper in 2012. Rollup Helper has contributed greatly to the success of the AppExchange, all Salesforce Customers, and to Passage Technology. Rollup Helper can be used by any Salesforce customer or partner to capture and rollup any embedded analytic with clicks and not code. Today, we’ve amassed over 50,000 installs of our suite of products, including Rollup Helper, Lookup Helper, and Milestones PM+. In honor of today’s big milestone, we’d like to share with you more of the story behind Rollup Helper.
In the beginning, we had an implementation project for a client who needed to keep dates in sync for our project management solution. We reviewed all the options that existed at that time and the only valuable choice was to write custom Apex code. We thought to ourselves that there had to be a better way, and so we set out to solve this problem for one client and began to build-out the back-end of what was to be Rollup Helper. After we implemented the client’s rollup use cases using our solution and customized it as our client saw fit, we realized that every Salesforce customer could benefit from our rollup architecture and we began to invest in building out the User Interface as well as enabling all sorts of rollup functions for the tool such as SUM, MAX, MIN, AVG, TEXT, and COUNT. As soon as we launched our app on the AppExchange, we heard feedback from other partners and customers on how amazing our product was and how much of a gap it filled on the platform. In the weeks following the launch, we had to build up all sorts of business process capabilities that were new to us such as launching our website presence, support processes, and knowing how to help our customers learn how to use the product. Now today, Rollup Helper rolls-up ANY Salesforce data. It allows admins across the world to save time & be a hero for their organization! The app allows them to free themselves of having to implement custom code.
Here are just some stunning figures when looking at Rollup Helper:
- Installed into 22,078 Active Orgs Currently
- 7,000 Unique Salesforce Customers
- Used World-Wide, In Any Currency
- 115 5-star Reviews & Top 12 Ranking
We’ve heard amazing success stories from our clients who use Rollup Helper. We’ve been continually referred by Salesforce support for overcoming reporting limitations in Salesforce. One client, a large, well known American college runs their entire reporting through our tool. Large multi-national, billion dollar companies are working quickly to get our app in all of their orgs to help their admins to collect and report on various Salesforce analytics with our solution. We’ve even heard from many Salesforce admins how our app saved their bacon on what was turning into a long weekend heading into a big Monday reporting deadline.
We are excited to see where the AppExchange takes Passage Technology and our customers in the future. We continue to invest in the product and continue to see new ways for customers to use the product. We are looking to roll out more in-app and self-service help and a robust knowledgebase so that any
Salesforce customer can quickly get up and running with any use case. We also offer a suite now called the Helper Suite, which includes indispensable admin tools like Lookup Helper and Rollup Helper. With the AppExchange, the sky is the limit and we’re excited for the ride here at Passage Technology.