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2023/07/27
This issue features the latest company news and app updates!
We’re Celebrating Our 15th Anniversary & Launching Our New Free Admin App!
Anniversaries are the perfect time to celebrate how far you’ve come, while looking forward to the future.
Our journey with Salesforce® began in 2008 when we started offering consulting services. In 2010, we launched what would eventually become our adaptable project management solution, Milestones PM+. When our first customer noticed a gap in the capabilities of our project management solution with syncing up the dates in their project plans, we explored what Salesforce had to offer and discovered we needed to build a custom solution.
This date syncing problem uncovered a major unmet rollup and aggregation need on the Salesforce platform. To meet this need, in 2012 we decided to invest more time into the creation and launch of our app Rollup Helper, which is the original Rollup Platform on the AppExchange.
"Rollup Helper took off, and its success inspired us to build more trustworthy apps and custom solutions for the Salesforce platform," said Passage Technology's Co-Founder, Brent Gossett. Rollup Helper became one of the AppExchange’s most popular apps and has been installed into more than 60,000 orgs. Read the full story: We're Celebrating Our 15th Anniversary!
Meet Our New Free Admin App: Data Quality Helper!
Does your org have problems with invalid or duplicate data? Could it be damaging your business and use of Salesforce? This app lets Admins institute a systematic approach to warn users and help them easily improve existing and new data.
Now you can get beyond Salesforce default limitations for data quality management with the specialized tools in this 100%-native app:
- Prevent bad data creation, find and clean up existing data
- Better data quality, better decision-making for all
- Streamline and lessen unnecessary Admin workload
- Maximize your Salesforce investment
Data Quality Helper’s enhanced data validation rules and better duplicate resolution processes give Admins more control, while users are empowered to create and maintain better records. Take control of your data.
Jacob Blair, Our Trailhead Rising Star! ⭐
Passage Technology’s Operations Manager, Jacob Blair, has been selected as a Trailhead Rising Star by the Trailblazer Community team! Jacob was highlighted, along with other members who received the most “Best Answers” in the month of April. “The contributions of these individuals have helped countless community members to advance their skills and deliver more value from Salesforce for their companies,” said the Trailhead post from Salesforce.
The Wait is Over for ”Soft” Data Validation Rules and Warnings!
Since July 31, 2007, members of the Salesforce Community have been clamoring for ”soft” data validation rules and warnings to be added to the platform. On that date, a post was added to the IdeaExchange, and since then it has garnered some 25,000 points and more than 2,500 votes. Read more: Introducing Data Quality Helper—With This App, The Wait Is Over
Salesforce reports that data-driven organizations are three times as likely to see improvements in decision-making.
When your organization’s data is connected, this can open up new opportunities. Read more: Transforming Data: Leveraging Connectivity for Innovation
App News & Updates
Milestones PM+ Adds New Print Gantt Field Filters
Milestones PM+ new Print Gantt Field Filters allow you to add filters on any field when you’re printing the gantt chart or saving it as a PDF. Filters are available for all child records, so you have way more flexibility. To see the full list of updates, check out Release Notes v15.1. Giddyup!
You can see the new Project/Milestone/Task field filters at the Program level in the example below.
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 all customers. Instant 360-degree visibility to programs, projects, milestones, tasks, time, risks and issues, and resources provides better project management right in your CRM.
Lookup Helper Adds Flexibility for Parent & Child Filter Settings, Plus Criteria-based Matching 👀 Sneak Peek!
Lookup Helper recently added efficiency enhancements for settings using parent and/or child filters and updated the API version of triggers deployed in-app. To a see the full list of updates, visit Release Notes v10.6. Check out the list below for highlights.
- Enabling real-time on fields used in parent/child filters
- For example: Let's say we have a Lookup Helper setting, which uses Account as the child object and a child filter that includes a criterion > AnnualRevenue > 100,000. When AnnualRevenue on an Account is $90,000 and edited to be $200,000, this will cause the setting to run in real-time, provided a trigger is enabled on Account. Previously, the setting would only run if the parent or child field on their respective objects was edited
- Populating the middle name field when creating Contact category records
- Enabling or disabling real-time per Lookup Helper setting
- You heard it here first! Criteria-based matching will be available soon, so stay tuned!
The image below shows an example of enabling or disabling real-time per Lookup Helper setting.
About Lookup Helper
Lookup Helper gives you better visibility and insights to your Salesforce data by automatically relating records. For standard and custom objects, it allows you to organize your data by geographic location, time-frame, industry, or any other data category.
Did You Know? Insider Tip from Rollup Helper!
When you click on the question mark icon for a Rollup Helper Exception, you’ll see an information modal that explains the type of exception, along with ways to resolve the issue.
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.
Featured Customer Success Story
Milestones PM+ Helps the Healthier Kids Foundation Manage Projects and Focus on Their Mission
Tell Us Your Story
Want to see your company’s success story in the spotlight?
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 page.
ICYMI: We Don’t Want You to Miss Out on Time-Saving Tips!
Have you noticed that when you create a new Quote record from an Opportunity record in Lightning, the Quote record doesn't fill in the Opportunity master detail field automatically?
We created a simple solution that works in Classic and Lightning.
Read more: Can’t Create Quote From Opportunity in Lightning Using New Quote Button?
Ask PT About Prioritizing Rollup Updates in Salesforce
Dear PT,
We love Rollup Helper. We use it in so many ways. However, we work with a lot of different business segments, and would like to create rollups that only populate to certain parent objects—like only up to Customer Accounts instead of Prospects. Is there a way to filter our rollup results?
-Phil Tearring from Parent, MN
To see the answer, read Ask PT About Prioritizing Rollup Updates in Salesforce.
Have a question to submit to PT? Fill out the submission form, and you may see it used in a future installment in this series! Explore the Ask PT archive.
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| Got a Duplicate Data Problem? Data Quality Helper is the Solution | Passage Technology Blog | Ask PT About Managing IT Projects and Process Implementations in Salesforce |