Do More with a Little Help from Your Friends
Like the Beatles’ song, when you have a little help from your friends, you can do so much more.
An accelerator for sales operations and Salesforce Admins/power users, business analysts, and developers, Passage Technology’s Helper Suite apps allow you to stop coding where you don't have to, so you can focus on your organization's key goals.
Here’s a list of seven common problems Salesforce Admins experience with data and tips on how Passage Technology’s Helper Suite apps— Rollup Helper, Lookup Helper, Prioritization Helper, and Storage Helper—can help to overcome them.
1. Actionable Data
Whether your data is in a standard or custom object or an AppExchange application, Rollup Helper provides real-time, actionable data for your business process. Results can be used in workflow rules, validation rules, or formula fields. Plus, you can rollup using a master-detail or lookup relationship, which includes rollup data types for all field types.
2. Building & Running Reports
By allowing Lookup Helper to relate all of your important information, your users will be able to easily find relevant information by leveraging the standard Salesforce related lists and lookup hover-over capabilities. It also works with standard and custom objects. You can:
- Auto-populate lookups using record matching rules
- Match records using ID/record name
- Match records by matching field values
- Group data by time period or geography or any other category
Rollup Helper empowers you to build mission critical reports and trigger intelligent data-driven workflows. Do you have a complex rollup scenario? You can easily transform data into real-time reports, and all data stays safe and secure in your org. To boost reporting capability, cross object rollups and custom filters allow you to rollup data to a centralized object.
3. Duplicate Records
Lookup Helper automatically relates records based on the criteria the Admin has set. Since new users don’t need to manually fill in those lookup fields, it reduces the number of steps that are needed. Lookup Helper automatically looks for any already existing match to the criteria, reducing cases of users not finding the record and creating a duplicate. Following is an example from a use case about this topic: Lookup Helper Setting that relates a Contact to an Account, comparing a custom text field "Company" on Contact to the Account Name.
Without the Setting
- You would enter the contact's information and search Salesforce for the appropriate account.
- If you don’t find the account, then you would need to create one.
- Next, you would need to fill in the details (many of which might already be on the contact), and associate the account to the contact.
With the Setting
You simply enter the contact information and fill in the "Company" field with the name of the contact's company. Lookup Helper searches for an existing account with that name. This removes the possibility of entering typos while searching for the account and creating a duplicate one. For more details and illustrations, read the full use case.
4. Training Users/User Adoption
Need a more efficient process to prioritize user questions and issues they've encountered when using a new system / Salesforce? Prioritization Helper’s Matrix Scoring allows you to assign two customizable picklist fields on your user submission. For this example, you could assign fields like “Productivity Impact” and “Urgency." The two fields you map will calculate to a single score field, which then allows sorting or reporting on all submitted records, and places the focus on the most prominent area for improving user adoption.
For another approach, let’s say you’re gathering a few alternatives for a new system implemented at your workplace, such as a new time entry system in Salesforce versus the alternatives of a spreadsheet or email. Next, list the criteria for a desirable time tracking system like “ease of use,” “reporting capability,” and “stability.” These attributes can be entered into a Pairwise Comparison entry and sent to users for evaluation. The evaluation result can help uncover any misunderstandings among users that inhibit adoption. It can also identify improvements to the new solution itself in case it does not fit existing user expectations.
5. Storage Space
Storage Helper safely mass deletes data for any standard or custom object(s), helping reduce your Salesforce Data Storage costs. Storage Helper backs up all of the Salesforce records that it deletes to a .csv file before the deletion occurs. As an added level of security, it gives you the ability to preview your records before running the Storage Recycle Job, so you can verify that you’ve selected the correct criteria. Storage Helper allows you to:
- Keep your org free of unwanted data. It automatically deletes old or otherwise unnecessary records on ANY object, helping you free up costly data storage with just a few clicks.
- Safely delete Salesforce data using our native app with optional built-in storage backups that will be stored in your Salesforce environment as .csv files.
- Save money: Save on Salesforce data storage fees.
A great way to use Rollup Helper is to combine the target rollup fields that Rollup Helper calculates with workflow rules. For example, when projects go over budget or are delayed, you’ll want to have access to this information at the project level to use in a workflow rule.
When you combine Rollup Helper + workflow + a project management system like Milestones PM+, it creates a more organized workflow within Salesforce. With Rollup Helper, your workflow can be based on all your critical data changes, ranging from text, a picklist value, numbers, and formulas to currencies.
7. Connecting Information & Records
A challenge Admins face is how to connect information and records about a person together. The Individual Object in Salesforce allows you to tie the information about a person together from all of their Lead, Contact, Person Account, or custom object records. Whether you need to establish GDPR compliance or you’re managing customer privacy preferences, Helper Suite apps are easy to implement and maintain, and provide reliable, scalable solutions for automating Individual Object processes.
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