Passage Technology Blog

Have you ever stared at your Salesforce^® org, scratching your head over a jumble of phone numbers that look like they came from different planets? One's got parentheses, another's dashed like a secret code, and some might have non-numerical notes for extensions and such. If this sounds familiar, you're not alone.

This issue gives you time-saving Salesforce® tips and resources, as well as our latest app news, and more!

Popular Milestones PM+ Knowledge Base Articles for getting started with a structured project management approach.

How Apps Can Help With Vendor Evaluation

Make a plan and consider your options.

Having to engage in an audit of any kind is not usually seen as one life’s most enjoyable activities. Some audits (like tax audits) can be especially frightening, but as a general rule doing any type of audit, at minimum, can be a chore. Auditing the quality of your Salesforce^® data is no exception to this general rule.

Last updated 10/21/25

There are significant limitations with the roll-up summary fields provided out of the box in Salesforce. If you are curious to learn more about the limitations, check out the resource links at the bottom of the blog.

Mixing and matching project management approaches with Milestones PM+

See how others are using Rollup Helper to speed up productivity & improve processes.

There’s a lot riding on the performance of a company’s C-Suite Executives—people’s careers, investments, and even their well-being. Decision making, prioritization, and strategy execution are key. At the heart of it all is the need for sound data and a single source of truth to generate the insights that move the business forward.