--- title: Passage Technology News & Updates – Fall 2023 description: "Fall 2023 Newsletter. Updates and app news from Salesforce partner Passage Tech: Rollup Helper, Milestones PM+, Lookup Helper, Data Quality Helper and Development Services." image: https://www.passagetechnology.com/hubfs/Fall%202023%20Newsletter%20leaves%20image.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) # Passage Technology News & Updates – Fall 2023 2023/10/24 [![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) Get the inside story on our latest app updates and more! ## **Rollup Helper Selected by G2 for The Who’s Who of Software ** We’re happy to announce that in G2’s newly [released Fall reports](https://company.g2.com/news/g2-fall-2023-reports), Passage Technology’s Rollup Helper is named as a top app in its category among “Americas Grid® Scores for Salesforce AppExchange Apps.” Among the 25 apps named in the G2 category, Rollup Helper scored the highest Satisfaction rating. Currently on the[Salesforce® AppExchange listing for Rollup Helper](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000009i3UpEAI), the app has nearly 500 reviews with an average 4.75-star rating (out of 5). More than 86% of those reviews were for 5 stars; another 8% gave it 4 stars. Read the full story: [Rollup Helper Selected by G2 for The Who’s Who of Software this Season](https://www.passagetechnology.com/passage-technology-blog/rollup-helper-selected-by-g2-for-the-whos-who-of-software-this-season) Thank you, Awesome Admins! P.S. To add your voice to the[G2 review page for Rollup Helper](https://www.g2.com/products/passage-technology-rollup-helper/reviews/start), simply log in or create a free account at G2. We believe that the more feedback we receive, the more opportunities we have to improve the app. --- ### 72% of Organizations Outperform Industry Peers on Innovation According to McKinsey, organizational speed is essential for companies to achieve outperformance during periods of unprecedented change. They report, “Companies that act fast do so because of their adept use of technology and tactics such as a sharper focus on customers.” Read more: [Outpacing Your Competition With Apps](https://www.passagetechnology.com/passage-technology-blog/outpacing-competition-apps) ### Eliminating Data Silos, Connecting, and Organizing Data for AI Before organizations can experience the benefits of AI, they need to ensure their existing data assets are properly managed. To give you some context, Salesforce® reports that the average enterprise has data in more than 800 applications, and only 29% of them are connected. Read more: [Eliminating Data Silos, Connecting, and Organizing Data for AI](https://www.passagetechnology.com/passage-technology-blog/ai-project-data) ### How Salesforce Apps Help Reduce Costs & Fuel Growth  An important part of getting your house in order is ensuring your Salesforce org is healthy and efficient. Do you have functionality that’s duplicated or not being used, too many dashboards, or reports that are hard to manage? Is it difficult to get insights from data? Read more: [Tight Budget? Salesforce Apps Can Help Reduce Costs and Fuel Growth](https://www.passagetechnology.com/passage-technology-blog/reduce-costs-health-check) --- ## App News & Updates ### Data Quality Helper’s Time-Saving UX Enhancement  Data Quality Helper is all about improving the quality of Salesforce data quickly and easily. Now Data Quality Helper users have the **ability to clone rules **to aid with the creation of multiple similar rules. For example, if a user wants to create multiple settings on the same object with similar criteria with different warning messages, cloning allows the user to make the additional settings easier.  For the complete list of updates, check out [Release Notes v1.59](https://www.passagetechnology.com/release-notes/data-quality-helper-release-notes-v1-59). #### [About Data Quality Helper](https://www.passagetechnology.com/data-quality-helper-overview) --- ### NEW! Milestones PM+ Assigned Task List Options We replaced the Task Gantt on the Resource Management tab with a** list of assigned tasks and ability to reassign the current resource**. See the image below for an example.  ![Assigned task list options](https://lh7-us.googleusercontent.com/ypIyg-xZonORkP9W4303D4lnqsKhcWRW836LNAOVzBBU1r0q7caK7V7HIzZqJXYfSpNxzuCY1BWGJHIkwdXUxaoiUbnxIHxgIMIHlQeQ07mHkPsYKhPqtbvdQD_2GXZI9YINCb4QIGcLsmyj5WnQc9I) See [Release Notes v15.3](https://www.passagetechnology.com/release-notes/milestones-pmplus_v15-3) for a complete list of updates. #### [About Milestones PM+](https://www.passagetechnology.com/milestones-pm-plus-overview) --- ### **Lookup Helper Launches Criteria Matching Feature ** #### **Criteria Matching ** We’re excited about Lookup Helper’s new Criteria Matching feature! When Criteria Matching is enabled on a Lookup Helper setting, records are related only when filter criteria is met. Check out the [Admin Guide](https://www.passagetechnology.com/lookup-helper-admin-guide) for more information. See [Release Notes v10.10](https://www.passagetechnology.com/release-notes/lookup-helper-release-notes-v10-10) and [Release Notes v10.13,](https://www.passagetechnology.com/release-notes/lookup-helper-release-notes-v10-13)  or the [v10.13 video](https://youtu.be/1I25eribKFA) for additional Lookup Helper updates. *The new Criteria Matching Mode checkbox is shown in the gray bar of the image below.* ![Criteria matching](https://lh7-us.googleusercontent.com/n2Y2tGScC48yAaTchgfzcZEbZUQTUzHhxq1DLM-qQiyl3qWguZL6fExJe5ahvEESvCQpJZFJlS_j5oKgAuIGWHk5aK3dhKDSNIiaWwvUlrcavYbmHivj9YicvucSoX-7tIu784P6yyvHikFyMqWKFcE)     #### [About Lookup Helper](https://www.passagetechnology.com/lookup-helper-overview) --- ### Check it out! Automatic Rollups and Knowledge Article Integration ### Now users have the ability to create Automatic Rollup Groups. This feature can be used to create rollup groups by source object, target object, type, child filter, and parent filter. It will also automatically sort new rollups into matching rollup groups.  We’re also excited about the addition of Integrated Knowledge Articles within the app, which provides users with easy-to-access support and information options right in the app. To get the details, see [Release Notes v19.4](https://www.passagetechnology.com/release-notes/rollup-helper-release-notes-v19-4). *The image below shows an example of creating an Automatic Group Rollup (“Automatic” radio button is selected).* *![RH All Rollups page image](https://lh7-us.googleusercontent.com/Y9f9MKXlkT8d33Mo0I7KiLeumyWVI6OmSBESoVj92YnRbk7k7oB-MtZtDPAzbSJ4BSbh5lSZlMb0rhF8z-5X3q7DBBku-uPn-p8IQrHSGYthVOuYHwE8lrb_yNbHsM3ooqsDjBy0BYvkv4jkkT-I2p8)* #### [About Rollup Helper ](https://www.passagetechnology.com/rollup-helper-overview)  --- ## Featured Customer Success Story  ![Swivl Logo 200x400px](https://www.passagetechnology.com/hs-fs/hubfs/Customer-Success/Swivl%20Logo%20200x400px.png?width=197&height=98&name=Swivl%20Logo%20200x400px.png) #### [Swivl Uses Rollup Helper to Manage Data as They Expand in the Education Tech Space](https://www.passagetechnology.com/customer-success/rollup-swivl-customer-story) ## Tell Us Your Story  #### [Want to see your company’s success story in the spotlight? ](https://www.passagetechnology.com/share-your-story)We want to hear from you! See how our customers are using our apps to save time and money while empowering their users to do more with Salesforce. Visit our [Customer Success](https://www.passagetechnology.com/customer-success) page. --- ### Ask PT About Making Sure Contact Roles Are Documented in Salesforce  ![Ask PT image](https://www.passagetechnology.com/hs-fs/hubfs/Ask%20PT%20Instagram.png?width=250&name=Ask%20PT%20Instagram.png)*Dear PT, * *Managing data and data hygiene in Salesforce® is a constant struggle at our company. Sometimes, incomplete data can be as damaging as bad data. With different people doing the data entry, it can be difficult to make sure the information is complete every time. For example, Opportunities may not have the key roles for the Contacts properly documented. Is there any easy way to identify and fix these data gaps? * *-Val I. Dayshon from Roll, AZ* *To see the answer, read [Ask PT About Making Sure Contact Roles Are Documented in Salesforce](https://www.passagetechnology.com/passage-technology-blog/ask-pt-about-making-sure-contact-roles-are-documented-in-salesforce).* Have a question to submit to PT? [Fill out the submission form](https://www.passagetechnology.com/en/ask-pt), and you may see it used in a future installment in this series! Explore the [Ask PT archive](https://www.passagetechnology.com/passage-technology-blog/tag/ask-pt). --- ## Free 30-minute Consultations Now Available Checking out new Einstein or Tableau capabilities? 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 30-minute consultation](https://www.passagetechnology.com/salesforce-development-consultation) with our development team to talk about your project vision. *Since 2008, our apps and development services have been trusted by Admins and developers for building solutions on the Salesforce platform.* 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), [Milestones PM+](https://www.passagetechnology.com/passage-technology-blog/topic/milestones-pm), [Admin](https://www.passagetechnology.com/passage-technology-blog/topic/admin), [Gantt chart](https://www.passagetechnology.com/passage-technology-blog/topic/gantt-chart), [Data Quality Helper](https://www.passagetechnology.com/passage-technology-blog/topic/data-quality-helper) | [** Rollup Helper Selected by G2 for The Who’s Who of Software this Season ](https://www.passagetechnology.com/passage-technology-blog/rollup-helper-selected-by-g2-for-the-whos-who-of-software-this-season) | [Passage Technology Blog](https://www.passagetechnology.com/passage-technology-blog) | [ Struggling With Repetitive Tasks, Optimizing Resource Allocation & Analyzing Project Performance? ** ](https://www.passagetechnology.com/passage-technology-blog/project-performance) | | --- | --- | --- | [ 7 Popular Use Cases that Lighten the Load for Salesforce Admins ](https://www.passagetechnology.com/passage-technology-blog/use-cases-admins) [ What is technical debt, and how can you avoid it in Salesforce? ](https://www.passagetechnology.com/passage-technology-blog/what-is-technical-debt-and-how-can-you-avoid-it-in-salesforce) [ Learning from Rollup Helper’s Supportive Trailblazer Community ](https://www.passagetechnology.com/passage-technology-blog/rollup-helpers-supportive-trailblazer-community-app-resources) [ Passage Technology News and Updates – Spring 2026 ](https://www.passagetechnology.com/passage-technology-blog/news-spring-2026) [ True Effectiveness with Salesforce Agentforce Requires Elevating Data Quality First ](https://www.passagetechnology.com/passage-technology-blog/true-effectiveness-with-salesforce-agentforce-requires-elevating-data-quality-first) [ 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) © 2026 Passage Technology LLC All Rights Reserved. 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