Passage Technology Blog

In Salesforce, many businesses 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. They may always want 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. This sounds like it should be straight-forward to put together, but it could be more difficult to create than you'd think.

“Frequent use of standardized risk management practices” is a key driver of project success (Project Management Institute [PMI], 2023), yet one-third of users with risk management functionality in their PM software don’t use it (Capterra, 2021).

As part of our 15-year anniversary, we're celebrating customers and their stories!

Does your organization spend too much time fixing data problems? Consider these easy-to-implement tips—and then share your experiences to help others.

Back in 2008, Jerry Reid and Brent Gossett couldn’t possibly imagine their app would eventually be the 10 millionth install on the Salesforce AppExchange. They were just trying to provide a solution for a client’s use of Salesforce.

Rollup Helper would later become one of the AppExchange’s most popular apps, installed into more than 60,000 orgs and counting. So when they recently learned their app was the 10 millionth install, it was totally unexpected, but not completely surprising given its universal popularity. (Check out our 10 Million Celebration Page)

In certain respects, the greatest benefits of using the Salesforce® platform are often directly associated with its greatest challenges.

Setting Up Salesforce

Salesforce is more than a CRM company now—it has a multitude of cloud- and industry-focused solutions and a large marketplace of consulting and app vendors available to customize it via the Salesforce AppExchange. The platform requires a high degree of customization (and most likely packaged apps) to meet your needs; it’s just not a set of licenses you are buying from Salesforce. So by design it can be incredibly helpful for many companies to establish a strategy for implementing Salesforce.

Is Digital 360 Worth the Hype? The short answer is “absolutely.” 

Digital 360 has recently become the new industry standard for communicating with customers on the level they have come to expect. It allows businesses to connect with their audiences on the platforms they prefer, and the way they want. 

Stop Coding and Focus on Growing Your Partner Program

Passage Technology’s Helper Suite apps allow you to stop coding where you don't have to, so you can focus on the key goals for your partner program. The Helper Suite is an accelerator for sales operations and Salesforce Admins/power users, business analysts, and developers. The toolkit includes Rollup Helper, Lookup Helper, Prioritization Helper, and Storage Helper. 

How-to Guide: Easily customize the Salesforce mobile app's default navigation menu (featuring Milestones PM+)

Updated on 8-22-22 to compare Lookup Helper to Flows instead of Process Builder.

What is a Lookup?