Passage Technology News and Updates – 2021 Fall Edition



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®.

This issue features stories on how you can do more with Passage Technology’s Apps and Salesforce.


Passage Technology was thrilled to be a sponsor and host a Dreamforce 2021 session. Dreamforce featured so many inspiring stories and presentations, and we were proud to be a part of it. We know there was a lot to take in, so we’re providing a link to our session, #LowCodeLove: Defeat Rollup Limitations with Clicks not Code, in case you missed it.

#LowCodeLove: Defeat Rollup Limitations with Clicks not Code

Did you know that when you use Rollup Helper, you don’t need a master-detail relationship or Apex, Process Builder, or Flows? Plus the results are flexible—use them in workflow rules, validation rules, or formula fields. Watch our Dreamforce session to see how.

We wanted to share this interesting stat with you: A recent Harvard Business Review study reports 62% of customers think having knowledgeable employees is the third most important aspect needed for a company to provide good customer service.

At Passage Technology, our goal is to put the customer at the center of everything we do. And that’s why we have developed our Knowledge Base, so you can find the information that you need, when you need it. Get the full details here. Finally, be sure to check out our new Resource Library, which includes guides, data sheets, and demos.

Hope your fall is full of pumpkin spice and everything nice!

Helping Admins & Developers Get More Out of Salesforce

When you invest in Salesforce; you are investing in setting up your company in its one-of-a-kind and premier ecosystem. However, companies can no longer just deploy it, turn it on, and go. You need to develop a roadmap of what you need out the gate for initial setup vs. what can wait for future years. Read the full article.

Keeping Projects on Track in a Hybrid Work Environment

Now more than ever, our work lives are full of shifts and changes. Many companies are transitioning to hybrid work, where employees work two to three days a week remotely and the other days on-site. See how you can achieve project management excellence within the Salesforce Platform. Read the full article.

App News & Updates

New! Prioritize Tasks within other Apps or Packages

Now you can use Prioritization Helper components to help you prioritize tasks within other apps or packages in your org.

  • component: Easily prioritize tasks inside of your Workspace Command Center package. Tasks can be edited on the spot and are responsive to location changes via the Workplace Command Center’s location dropdown.
  • Milestones PM+ component: You can prioritize your Project Tasks inside of our project management app, Milestones PM+ (free or paid). Project Tasks can be edited without leaving the tab and filtered to a single project’s tasks by placing the component on a Project’s record page.

Note: These components are provided with no additional charge, however, Prioritization Helper will need to be installed for these components to work. The image below shows the prioritization field configuration interface from the base Prioritization Helper package.

Salesforce value scoring component for project management app Milestones PM+

About Milestones PM+

100% Salesforce native and easily customizable, Milestones PM+ is a free AppExchange app for all Salesforce clouds (Professional and up) with complete org access to qualified customers. Instant 360-degree visibility to programs, projects, milestones, tasks, time, risks and issues, and resources provides better project management right in your CRM.

About Prioritization Helper

When it comes to decision making, obstacles can get in the way of rational reasoning. Prioritization Helper is a tool to help enable your critical business decisions. Prioritization Helper empowers teams to reach a consensus, or prioritize their objectives in order of importance while understanding how a decision was made.

Milestones PM+ Shout Out

“It gives us a powerful starting point to hold ourselves as a Salesforce shop team accountable. It also provides the analytics to communicate across departments so they know what, why, how, and where we are doing what within Salesforce. Support team is very responsive!”
—John Sellers, Salesforce Administrator

Featured Customer Story

Financial services (realty) lending analytics, Clear Capital, uses free Salesforce admin apps Helper Suite by trusted Salesforce partner Passage Technology: Rollup Helper, Lookup Helper, Storage Helper. Case study, customer success story.

Clear Capital is staying on top of data trends and simplifying their reporting with Lookup Helper and Rollup Helper.

Want to see your company’s success story in the spotlight?

Check Out the Latest Addition to Our Use Case Library!

You’re sending out Net Promoter Score (NPS) surveys to your customers, and their responses are recorded on the Contact, but you want to get a high-level view of how many Promoters and Detractors are recorded for each Account.

Have a use case you’d like to submit?

Passage Technology’s Awesome Admin Tip of the Month

“Develop a strategy for eliminating bad data (duplicates and junk). By removing bad data, Reports and Dashboards become more accurate.”
—Trevor Stelmach, 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% and our Pledge 1% Commitment.

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