September 30, 2020
Are you restricted by Master-Detail relationships? Do you find that you’re unable to create rollups on certain Objects or fields? Are you limited in your ability to create filtered rollups or face...
|View post||Tags: Custom Object, Limit Rollups, Rollup Helper, Scheduled Rollups, Healthcare, Financial Services, Declarative Lookup Roll-Up Summaries, Salesforce, Admin, Passage Technology, health check data, AskNicely, real-time data|
September 14, 2020
Before, workers would clock in and out with physical time sheets to prove they had come in to work that day, and for how many hours. There are now digital versions of time...
|View post||Tags: Project Management, Time Tracking, Salesforce|
Inc. magazine today revealed that Passage Technology is No. 3966 on its annual Inc. 5000 list, the most prestigious ranking of the nation’s fastest-growing private companies. The list represents a...
|View post||Tags: Milestones PM+, Development Services, Salesforce, Passage Technology, remote work productivity, Inc 5000, Applications, fastest-growing private companies|
August 3, 2020
Lead scoring is used in most B2B companies. It would be tough to follow up with every "lead" that came through, so sales must prioritize their time in order to maintain focus and efficiency. The...
|View post||Tags: Account Based Marketing, ABM, Prioritization Helper, Matrix Scoring, Value Scoring|
July 27, 2020
|View post||Tags: Project Management, Milestones PM+, Nonprofit, Project, Prioritization Helper, Rollup, Value Scoring, Salesforce, Admin, Lightning, Passage Technology, remote work productivity, Salesforce mobile app, hiring decisions, bias|
July 22, 2020
|View post||Tags: Project Management, News, Milestones PM+, Technology, Prioritization Helper, Salesforce, Admin, Passage Technology, covid-19, remote work productivity|
July 14, 2020
Looking for real-time analytics for Salesforce that won't break your budget? We have a new solution - Data Analysis Helper!
Data Analysis Helper provides actionable, real-time CRM...
|View post||Tags: Sales Performance Intelligence, Data Analysis Helper|
July 2, 2020
|View post||Tags: Prioritization Helper, Pairwise Comparison, Analytic Hierarchy Process, unconscious bias, hiring decisions, diversity, build diverse workforces, Salesforce Admin, AHP, cognitive bias|
How-to Guide: Easily customize the Salesforce mobile app's default navigation menu (featuring Milestones PM+)
|View post||Tags: Milestones PM+, Salesforce1 Helper, Salesforce mobile app|
|View post||Tags: Project Management, Rollup Helper, Milestones PM+, Prioritization Helper, Data Analysis Helper, Salesforce, Admin, covid-19, ppe inventory, health check data, remote work productivity, staggered shifts|