--- title: Passage Technology News and Updates – 2020 Fall Edition description: "Fall 2020 Newsletter. Updates and app news from trusted Salesforce partner and AppExchange publisher Passage Technology: Rollup Helper and Lookup Helper." image: https://www.passagetechnology.com/hubfs/Screenshot%20%28429%29.png --- [GET DEMO](https://www.passagetechnology.com/any-product-one-on-one) **+1 (224) 655-6779 [![Trusted Salesforce service partner Passage Technology](https://www.passagetechnology.com/hubfs/2021/Nav-header-logo_PT.png) ](https://www.passagetechnology.com) - Solutions - By User Type - [Admins](https://www.passagetechnology.com/en/solutions/salesforce-admin) - [Getting Around Rollup Limitations](https://www.passagetechnology.com/en/solutions/salesforce-admin#rollup-limitations) - [Reports & Data Aggregation](https://www.passagetechnology.com/en/solutions/salesforce-admin#Reports) - [GDPR Compliance](https://www.passagetechnology.com/en/solutions/salesforce-admin#GDPR) - [Data Cleanup](https://www.passagetechnology.com/en/solutions/salesforce-admin#cleanup) - [Project Managers](https://www.passagetechnology.com/en/solutions/salesforce-project-managers) - 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[IT Managers](https://www.passagetechnology.com/en/solutions/it-managers-using-salesforce) - [Security & Compliance](https://www.passagetechnology.com/en/solutions/it-managers-using-salesforce#security) - [Enabling Salesforce Users](https://www.passagetechnology.com/en/solutions/it-managers-using-salesforce#enabling-team-members) - [Managing IT Projects](https://www.passagetechnology.com/en/solutions/it-managers-using-salesforce#projects) - [Avoiding Technical Debt](https://www.passagetechnology.com/en/solutions/it-managers-using-salesforce#avoid-technical-debt) - [Salesforce Analysts](https://www.passagetechnology.com/en/solutions/salesforce-analysts) - [Reports & Data Aggregation](https://www.passagetechnology.com/en/solutions/salesforce-analysts#reports) - [Project Management](https://www.passagetechnology.com/en/solutions/salesforce-analysts#project-management) - [Custom Solutions & Integrations](https://www.passagetechnology.com/en/solutions/salesforce-analysts#custom-solutions) - By Industry or Cloud - [Software](https://www.passagetechnology.com/en/solutions/computer-software-industry) - [Reports & Data Aggregation](https://www.passagetechnology.com/en/solutions/computer-software-industry#reports) - [Decision Making & Prioritizing Initiatives](https://www.passagetechnology.com/en/solutions/computer-software-industry#decision-making) - [Project Management](https://www.passagetechnology.com/en/solutions/computer-software-industry#project-management) - [Security & Compliance](https://www.passagetechnology.com/en/solutions/computer-software-industry#security) - [Healthcare & Life Sciences](https://www.passagetechnology.com/en/solutions/healthcare-life-sciences-industry-cloud) - [Project Management](https://www.passagetechnology.com/en/solutions/healthcare-life-sciences-industry-cloud#project-management) - [HIPAA Compliance](https://www.passagetechnology.com/en/solutions/healthcare-life-sciences-industry-cloud#hipaa) - [Reports & Data Aggregation](https://www.passagetechnology.com/en/solutions/healthcare-life-sciences-industry-cloud#reports) - 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[Project Management](https://www.passagetechnology.com/en/solutions/nonprofit-industry-cloud#project-management) - Products - [Rollup Helper](https://www.passagetechnology.com/rollup-helper-overview) - [Milestones PM+](https://www.passagetechnology.com/milestones-pm-plus-overview) - [Lookup Helper](https://www.passagetechnology.com/lookup-helper-overview) - [Prioritization Helper](https://www.passagetechnology.com/prioritization-helper-overview) - [Data Quality Helper](https://www.passagetechnology.com/data-quality-helper-overview) - [Work Trail](https://www.passagetechnology.com/work-trail-overview) - [Support](https://www.passagetechnology.com/support) - [Rollup Helper](https://www.passagetechnology.com/rollup-helper-training) - [Milestones PM+](https://www.passagetechnology.com/milestones-pm-plus-training) - [Lookup Helper](https://www.passagetechnology.com/lookup-helper-training) - [Prioritization Helper](https://www.passagetechnology.com/prioritization-helper-training) - [Data Quality Helper](https://www.passagetechnology.com/data-quality-helper-training) - [Work Trail](https://www.passagetechnology.com/work-trail-training) - [Services](https://www.passagetechnology.com/developmentservices) - [Knowledge Articles](https://passagetech.my.site.com/KnowledgeBase/s/) - [Log a Support Case](https://www.passagetechnology.com/contact-us) - [Resources](https://www.passagetechnology.com/resources) - [Blog](https://www.passagetechnology.com/passage-technology-blog) - [Customer Success Stories](https://www.passagetechnology.com/customer-success) - [Essential Guides for Business Transformation with Salesforce](https://www.passagetechnology.com/en/essential-guides-for-business-transformation-with-salesforce) - [Use Case Libraries](https://www.passagetechnology.com/use-case-libraries) - [Knowledge Articles](https://passagetech.my.site.com/KnowledgeBase/s/) - [Release Notes](https://www.passagetechnology.com/release-notes) - [Company](https://www.passagetechnology.com/about) - [About Us](https://www.passagetechnology.com/about) - [Press & Testimonials](https://www.passagetechnology.com/press-testimonials) - [Contact Us](https://www.passagetechnology.com/contact-us) - [Partners](https://www.passagetechnology.com/partners) - [Careers](https://www.passagetechnology.com/working-at-passage) - [Search](https://www.passagetechnology.com/search) # Passage Technology News and Updates – 2020 Fall Edition 2020/11/10 [![Free Salesforce business guides to help admins/developers, project managers, sales managers, and decision makers. Download the free PDF series now: Reinventing Your Business, Reimagining Your Salesforce®.](https://www.passagetechnology.com/hubfs/2021/Essential-Salesforce-Guide_Helper-Suite.png) ](https://www.passagetechnology.com/en/essential-guide-for-salesforce-admins-developers) This issue features stories on how you can do more with Passage Technology's Apps and Salesforce. Helping You DO MOre The past few months have been turbulent as the second wave of COVID-19 is underway, and we hope that newsletter finds you, your families and colleagues well. At Passage Technology, our goal is to make your life easier with our apps. An original partner since 2008 with six published AppExchange apps including Rollup Helper and Milestones PM+, we know the ins and outs of Salesforce. We are continuously updating our apps to give you additional features and functionality that can save you time and reduce costs. Check out the stories in this issue to learn how you can do more with Passage Technology’s apps and Salesforce. --- ### Are you restricted by Master-Detail relationships? Do you find that you’re unable to create rollups on certain Objects or fields? **![pexels-andrea-piacquadio-3769021](https://www.passagetechnology.com/hs-fs/hubfs/pexels-andrea-piacquadio-3769021.jpg?width=414&name=pexels-andrea-piacquadio-3769021.jpg)** Read the article: [How You Can Achieve Your Rollup Goals With Rollup Helper](https://www.passagetechnology.com/passage-technology-blog/achieve-rollup-goals) ### Milestones PM+ can help you track time for your projects! **Read the article:** [How To Get Employees To Keep Track Of Time, And Why It’s Useful](https://www.passagetechnology.com/passage-technology-blog/how-to-get-employees-to-keep-track-of-time-and-why-its-useful) ### Our brains rely on short cuts to make decisions, but sometimes they can steer us in the wrong direction. #### **Read the article: **[How Software Can Make You A Better Problem Solver](https://www.passagetechnology.com/passage-technology-blog/how-software-can-make-you-a-better-problem-solver) --- ## App News & Updates ### Rollup Helper additions and updates: Added **“Ends with” and “does not end with” filter logic options when creating and editing filters. **When setting filter criteria for source records or parent records, you can now create criteria that ends with or doesn’t end with a particular string. For example, if you want to rollup the amount of contacts to account, but only for those contacts who use Gmail, then you can set criteria email ends with '@gmail.com' to accomplish this. ![Rollup Helper filter logic options](https://lh3.googleusercontent.com/48grm3Tcdjk2upVe6x8-ljJTRAuX5Uj84eiT8831owbXL5LO4uYpu7_gHxh78xJzHqJjF2ZE3ybFyHkEpzlH_9iJJhyTkYP0-P1Mx_6RgbtbTQ556LYvuGe7R__XY4M2bGAoINbn) **Ability to delete multiple rollups at once - either all rollups in a Rollup Group, or all selected rollups. **From the All Rollups tab, you can select any amount of rollups using the Select column on the left of the all rollups table, and then select 'Delete Select Rollups' to mass delete rollups. If you’re using a rollup group and want to delete all rollups in the group, just select 'Delete Rollups' to achieve this. **Ability to use a custom delimiter for Text rollups. **This allows you to select Custom Delimiter and manually enter any characters to be a delimiter. For example, if you need to rollup the Case company name to account, but require them to be separated by '&,' their rollup value will be Company1&Company2, etc. ![Rollup Helper Custom Delimiter](https://lh5.googleusercontent.com/3HJ5NRmdgVhA5cas1IUyjzwT4yVTUXqZZnzNvfjNYdvv5CA05YP3nV1aghm9nUV7YJ6KWo_bWCcL1VvNzFlfhQtRVzbE-eg7To9lO-IpVUO7E3xUuBAADMO7fBqUs3MkzOfB-oQ6) **Option to have Average rollups count null values as “0.” **This Advanced Configuration option allows rollups to count null value source fields as "0" toward Average Rollups. It ensures that all records are counted toward the average, even if they have a null value for the source field. **Search functionality to the filter configuration process: sort fields, filter fields, and foreign key filter fields****. **Now you can search for sort fields, filter fields, and foreign key filter fields during filter configuration, allowing for faster selection of fields. **Note:** Rollup Helper v15.11 release was push upgraded to all environments on October 30. See the [Release Notes](https://www.passagetechnology.com/release-notes/rollup-helper-release-notes-v15.11) for more information. ### Lookup Helper updates include: **Lookup Helper has added a checkbox to the Realtime Enablement page that, when checked, will cause any Lookup Settings on that object to run asynchronously**. Do you need lookup settings to run asynchronously all the time? Lookup Helper now features a checkbox on the Realtime Enablement page for each object that enables all lookup settings on that object to run asynchronously. If you have a lot of automation on an object or would like Lookup Helper to run in its own execution context, you’ll find this option helpful.  **![Lookup Helper Text](https://lh3.googleusercontent.com/lD0gZtFXbPn5fE3ifrT9LEgNmWsSBq_dhPlLHSnPW5eDYnEFEhuwsNZNdKzYDqEeshZBNe2zvnbqaaOMm3tkXoF3RrpuOe4QR0u5IIeqL-gNeaHME0wQ86QHBoG_bqlg66e1EPVI)** **Lookup Helper proactively displays a warning on the All Settings and Health Check pages.** An alert is displayed on the Health Check and the Lookup Settings pages to alert you that issues could arise if the settings are not changed when you configure the "Percentage of Usage Limits" to be less than 60% and/or the "Record Scope" to be less than 50 records.  **Checking “Suppress Warning Level Errors” (like the “Multiple Possible Parent Records” error) option in Lookup Helper App Settings. **Warning level errors alert the Administrator that there may be an issue so they can look into it. The "Suppress Warning Level Errors" checkbox allows the Admin to disable warning level errors from being logged in the system. This is helpful if the Admin is being spammed by error notifications or if they no longer want to receive warning level error messages. --- ### Sponsored AppExchange Listing Starting October 31 and running through January 31, 2021, we’re featured as a sponsored listing on [AppExchange Consultants](https://appexchange.salesforce.com/appxConsultingListingDetail?listingId=a0N300000023On3EAE) page. The updates for our listing include a new video.  ### Trailblazer News ![Screenshot (429)](https://www.passagetechnology.com/hs-fs/hubfs/Screenshot%20(429).png?width=1920&name=Screenshot%20(429).png) Check out [The Exchange: Fall 2020](https://www.salesforce.com/form/appexchange/the-exchange-fall-2020) for some great articles & insights. #Trailblazer Kim Wargo of FineMark National Bank & Trust also talks about how she uses apps like [Rollup Helper](https://www.passagetechnology.com/rollup-helper-overview) to leverage & enhance the Salesforce process. See [page 17](https://www.salesforce.com/form/appexchange/the-exchange-fall-2020) for the full story. ​  --- ### **Featured Customer Story**  ### ![customer-experience-3024488_1920](https://www.passagetechnology.com/hs-fs/hubfs/customer-experience-3024488_1920.jpg?width=300&name=customer-experience-3024488_1920.jpg) ##### See how Rollup Helper provided the AskNicely team with actionable, real-time data during the pandemic. [Read the story](https://www.passagetechnology.com/customer-success/rolluphelper-asknicely). ##### Want to see your company’s success story in the spotlight? [Just let us know](https://www.passagetechnology.com/contact-us).      --- ### **Passage Technology’s Awesome ****Admin Tip of the Month** “Did you know you can search for any non-lookup field in a Lightning list view regardless if it's displayed? Forget your contact's name but know their job title? Just type it in the search bar and your contact is sure to be found.”  -Scottie Finch, Service Owner, Passage Technology --- ### How We’re Paying it Forward Passage Technology is proud to support Pledge 1%. One of the ways we are supporting Pledge 1% is through product donations to the nonprofit community. Pledge 1% makes it easy for companies to donate 1% of their staff time, product, profit, and/or equity to a charity that they choose. Learn how you can be a driver of this movement that helps companies stand at the forefront of economic and social change at [Pledge 1%](https://pledge1percent.org/) and our [Pledge 1% Commitment](https://www.passagetechnology.com/passage-technology-blog/passage-technology-pledge-1).     Tags: [Rollup Helper](https://www.passagetechnology.com/passage-technology-blog/topic/rollup-helper), [Lookup Helper](https://www.passagetechnology.com/passage-technology-blog/topic/lookup-helper), [Newsletter](https://www.passagetechnology.com/passage-technology-blog/topic/newsletter), [Company news](https://www.passagetechnology.com/passage-technology-blog/topic/company-news) | [** How Software Can Make You a Better Problem Solver ](https://www.passagetechnology.com/passage-technology-blog/how-software-can-make-you-a-better-problem-solver) | [Passage Technology Blog](https://www.passagetechnology.com/passage-technology-blog) | [ Milestones PM+ Helps with Onboarding Success for Remote Employees ** ](https://www.passagetechnology.com/passage-technology-blog/milestones-pm-helps-with-onboarding-success-for-remote-employees) | | --- | --- | --- | [ Passage Technology News and Updates – Summer 2026 ](https://www.passagetechnology.com/passage-technology-blog/passage-technology-news-and-updates-summer-2026) [ AppExchange Is Gone, AgentExchange Is the New Game in Town ](https://www.passagetechnology.com/passage-technology-blog/appexchange-is-gone-agentexchange-is-the-new-game-in-town) [ Overwhelmed by Salesforce’s Constant Changes? ](https://www.passagetechnology.com/passage-technology-blog/overwhelmed-by-salesforce-changes) [ Can’t Create Quote From Opportunity in Lightning Using New Quote Button? ](https://www.passagetechnology.com/passage-technology-blog/new-quote-button) [ 7 Popular Use Cases that Lighten the Load for Salesforce Admins ](https://www.passagetechnology.com/passage-technology-blog/use-cases-admins) [ Roll-up Solution When a Roll-up Summary Field Can't be Used ](https://www.passagetechnology.com/passage-technology-blog/roll-up-solution-when-a-roll-up-summary-field-can-not-be-used-and-process-builder-does-not-fire-on-delete) [ GDPR and Using the Salesforce Individual Object ](https://www.passagetechnology.com/passage-technology-blog/gdpr-and-the-using-the-salesforce-individual-object) [ Can’t Create Quote From Opportunity in Lightning Using New Quote Button? ](https://www.passagetechnology.com/passage-technology-blog/new-quote-button) [ Rollup Helper vs Declarative Lookup Roll-up Summaries (DLRS) ](https://www.passagetechnology.com/passage-technology-blog/rollup-helper-vs-declarative-lookup-roll-up-summaries-dlrs) [ Passage Technology News & Updates – Winter 2026 ](https://www.passagetechnology.com/passage-technology-blog/passage-technology-news-updates-winter-2026) ![Salesforce certified services by trusted Passage Technology](https://www.passagetechnology.com/hubfs/Salesforce/SF%20Partner%20Badges%202026%20(for%20footer).png) Explore - [Rollup Helper](https://www.passagetechnology.com/rollup-helper-overview) - [Milestones PM+](https://www.passagetechnology.com/milestones-pm-plus-overview) - [Lookup Helper](https://www.passagetechnology.com/lookup-helper-overview) - [Prioritization Helper](https://www.passagetechnology.com/prioritization-helper-overview) - [Data Quality Helper](https://www.passagetechnology.com/data-quality-helper-overview) - [Work Trail](https://www.passagetechnology.com/work-trail-overview) Services - [Custom Development Services](https://www.passagetechnology.com/developmentservices) - [Milestones PM+ Starter Packs](https://www.passagetechnology.com/milestones-pmplus-starter-packs) Learn - [Support Portal](https://www.passagetechnology.com/support) - [Resources Portal](https://www.passagetechnology.com/resources) Company - [About](https://www.passagetechnology.com/about) - [Careers](https://www.passagetechnology.com/working-at-passage) - [Press & Testimonials](https://www.passagetechnology.com/press-testimonials) - [Partners](https://www.passagetechnology.com/partners) Questions? - [Contact Us](https://www.passagetechnology.com/contact-us) - +1 (224) 655-6779 [GET DEMO](https://www.passagetechnology.com/any-product-one-on-one) © 2026 Passage Technology LLC All Rights Reserved. [Privacy Policy](https://www.passagetechnology.com/privacy-policy) | [Purchasing & Legal](https://www.passagetechnology.com/purchasing-and-legal) | [Terms of Service](https://www.passagetechnology.com/terms-of-service) | [App Security](https://passagetech.my.site.com/KnowledgeBase/s/article/Security-and-Privacy-Policy-1578080055496) - [** ](https://www.facebook.com/passagetech) - - [** ](https://www.linkedin.com/company/passage-technology) - [** ](https://www.youtube.com/channel/UCK2tzaCWVC7PmFCXrLirnZw) ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "Carrie Brown", "url" : "https://www.passagetechnology.com/passage-technology-blog/author/carrie-brown" }, "dateModified" : "2023-02-08T19:22:31.997Z", "datePublished" : "2020-11-10T21:52:49.000Z", "headline" : "Passage Technology News and Updates – 2020 Fall Edition", "image" : [ "https://www.passagetechnology.com/hubfs/Screenshot%20%28429%29.png" ], "mainEntityOfPage" : { "@id" : "https://www.passagetechnology.com/passage-technology-blog/newsletter-2020-fall", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://www.passagetechnology.com/hubfs/Logo%20PT_colors_wide_on-white.png" }, "name" : "Passage Technology LLC" } } ```