This issue features stories on how you can do more with Passage Technology's Apps and Salesforce.
Introducing our NEW LOOKHave you visited our website lately? Things look a little different on www.passagetechnology.com. We've updated the website design and UX to present featured app menus along with pathways for admins, sales and service, and productivity. You’ll also find Covid-19 resources and our latest customer stories. Check it out today!
Wow. Salesforce estimates that as much as 20% of CRM data worldwide is stale, redundant or not needed.
All this unneeded data can cause performance issues in your CRM. Unfortunately, most companies that use Salesforce don't have a data retention procedure to manage data storage in Salesforce. To learn how you can save money on storage costs, read the full article.
Our latest blog features a list of 7 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. Read the full article.
Now you can select rollups and group them from the all rollups page, as well as search for rollups in the group configuration. Following is a list of additional functionality enhancements, and you can also check out the release notes v16.5 and v16.3 for more details.
About Rollup Helper
With Rollup Helper, you can super-charge your org with capabilities that normally require extensive coding. Rollup Helper overcomes common Salesforce rollup limitations like needing a Master-Detail relationship or the inability to include cross-object formula fields in rollup summary filters. Use Rollup Helper to build mission critical reports and trigger intelligent data-driven workflows.
Milestones PM+ has a new custom setting, Default Folder For Imports, which allows users to set up a document folder or file library for the Import Template page. Additional new features include:
See the complete listing of performance and usability improvements in the release notes v10.12 and v10.13.
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 for unlimited users. Instant 360-degree visibility to projects, tasks, programs, milestones, time, risks and issues, and resources provides better project management right in your CRM.
Helper Suite Use Case Library
Better together! Check out the new Helper Suite Use Case Library for ideas on how you can use multiple apps together.
Having an issue with Duplicate Records?
Here's a new Lookup Helper use case that can help. When a user manually enters the information for a contact and searches Salesforce for the appropriate account, it adds extra steps and increases the chance that duplicate records will be created...Learn more.
In an interview on Medium, Welltok Senior Salesforce Admin Claudine Warren shared how Rollup Helper simplifies counting and pulling values from child objects and aggregating them onto the parent level—all without writing code. Check out the Salesforce AppExchange blog Our Favorite Trailblazers: Claudine Warren. |
Did you know that you can use formula fields to display data from a related record on the current record? This will eliminate the need to click back and forth between records, and it will also keep you from having to enter the data twice.
-David Hill, Passage Technology
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.