Passage Technology Blog

The decisions people make are the key inputs to business AI output. Choose wisely.

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.

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.

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.

Duplicate records in the Salesforce^® platform can create significant challenges for a business, impacting efficiency, decision-making, and customer relationships. When AI tools, such as Agentforce or other solutions, are integrated for customer acquisition and support, these issues can be amplified.

The first step in Agentforce implementation is improving data and records across the platform—before AI begins its work.

Without that commitment, users may not achieve, initiatives may fail, and the Admin may need to answer some difficult questions. With it, possibilities open up for the business and the Admin’s career—here’s how.

The role of a Salesforce^® Business Analyst is a uniquely strategic one. There is no universal formula or blueprint for executing the responsibilities. Since no two businesses are identical, every problem they uncover, research and aim to solve requires a customized approach. When they are successful, Salesforce Business Analysts can have an outsized impact on their organizations.

The role of an IT Manager requires simultaneously seeing the big picture while focusing on specific issues. Information technology is pervasive in a business enterprise, affecting many different people and initiatives. And just as those numerous activities depend on solutions provided by the IT department, the IT department itself needs its own set of solutions to keep their own operations humming.

The role of a Project Manager requires a multi-disciplinary approach. The good ones have a skillset that is wide and deep. They figuratively have to juggle many balls in the air at the same time. Every function in the business, and the business as a whole, depends on capable project management leaders and project management tools.