Before Diving into Your Salesforce Integration or Add-on Project

Make a plan and consider your options.

Considering implementing Data Cloud or Agentforce, or both? Need an add-on like CPQ, Field Service, or maps? 

“From our experience, when other partners try to roll their own Salesforce® product add-ons—or get involved in extensive and costly product development—they learn that this was the much more difficult and risky path to a scalable and reliable solution. That’s why Passage Technology offers a hybrid approach where you can get feature-richness, stability, and the ability to perform all in one project," explains Passage Technology's Co-Founder, Jerry Reid.

For example, when a global research-focused pharmaceutical company needed a solution that would help them create a new business process from two older systems as well as their accounting system.

Our Development Services team created an integration for their financials that included invoices with separation between internal and external expenses. The integration involved complex validation rules, approval processes, and formula fields. 

Their customized solution includes a complex accounting system with capabilities to account for write-offs and billing rollover from year to year. In addition, Rollup Helper allows the team to get real-time information while spending less time tracking down data with unnecessary reports. 

Low inventory notifications, big order/deal alerts, quote approval reminders, real-time tracking dashboards, and rollup fields are also common additions that can take your Salesforce adoption to the next level. "Our goal is to simplify complexity so our clients can focus on results, not roadblocks. By blending proven Salesforce best practices with creative, tailored solutions, we help organizations unlock capabilities they didn’t realize were possible," adds Passage Technology's Co-Founder, Brent Gossett. 

For instance, if you’re delivering orders to your customers, you’ll need functionality in Salesforce to create an order from an Opportunity. Although there are other ways to accomplish this with clicks and not code, in some situations the requirements for order automation and orchestration can go beyond the recommended declarative solutions on the platform. As a result, we developed a templated solution that helps our clients create orders from a button in Salesforce on the Opportunity.  

The templated solution is a huge time-saver. “Now all the client needs to do is click a "Sync To Order" button to initiate this process, saving their users tons of time,” explains Mitchell Machor of Passage Technology’s Development Services.

We can help you make the most of your investment—from initial setup and customizations to automation and analytics. Explore the following resources and stories that can help you determine your next steps as you enhance and strengthen your Salesforce org.

Related Links & Resources – Development Services

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Can’t Create Quote From Opportunity in Lightning Using New Quote Button?

Easily Monitor Inventory in Salesforce With an Inventory Level Object

Development Services Customer Success Stories

Custom Process Management Solution for Pharmaceutical Company

Development Services Implements Community Cloud for Rockpool Investments 

Uniti Fiber Leverages Apps & Development Services for Expansion

Achieving the Impossible in Salesforce: 3 Stories of Overcoming Obstacles

Passage Technology is the leading trusted expert to deliver analytics, project management, and Lightning-based solutions on the Salesforce Platform, offering custom solutions and consulting services to businesses around the globe.

Whether you’re planning a Salesforce data migration, enhancement, or back office app integration project, we’ll deliver on your vision. It starts with a free 60-minute consultation with our development team.