2024/11/04
This issue features strategies and tips for getting more out of your Salesforce®, plus our latest app updates and customer story!
Get Time Back in Your Day
When it comes to managing Salesforce orgs, it’s common for requests to come from other departments. How can you empower your Salesforce users, so that you don’t get overloaded with requests? A great starting point is to eliminate manual processes and enable users to find the information they need. Find out how to Empower Your Salesforce Users with Clicks, Not Code.
Sometimes you just need to find out how you can do something, like exporting rollups or assigning multiple resources to tasks. Here’s a list of some of our most popular Knowledge Base articles that show you how to implement time-saving features: Our Most Popular Support Articles.
Check out the blogs below for more time-saving tips, use cases, and step-by-step guides!
Salesforce Says 57% of Small Business Employees Feel Bogged Down by Menial Tasks 
Salesforce Admins have a lot of demands on their time, and they need all the help they can get! From ensuring data is updated and addressing customization requests to creating reports, their days are packed. Check out our 7 Popular Use Cases that Lighten the Load for Salesforce Admins.
Why You Need a Systematic Approach for Record Creation
One of the challenges for optimizing the use of Salesforce is that many different users create the records. The result is wide variances in how records are created, making it difficult to find actionable insights across business functions. Read more: Instituting a Uniform, Repeatable Process for New Salesforce Record Creation.
Tell us your story and you could win a $50 Amazon gift card!
Enter our customer story contest! It’s easy to enter, just answer a few questions about how you’ve used Rollup Helper + Lookup Helper together to achieve your goals in Salesforce®. We’ll take care of the rest! If your story is added to Passage Technology’s website, you’ll be entered into a drawing to win one of five $50 Amazon gift cards!
Learn more about the drawing and see examples of how customers are using Rollup Helper and Lookup Helper together. Ready to enter? Share your story and it may be featured on our website! Check out our featured customer success story below.
Featured Helper Customer Success Story
Dakota Financial Uses Rollup Helper to Make Smooth Transition to Salesforce
App News & Updates
Now You Can Trigger a Real-time Run After a Formula Field Value Change!
This change has a backstory. Normally, changes to formula fields will not trigger a setting to run because of the unique nature of formula fields. A similar issue was reported on Salesforce Ideas in 2009: “Currently, if you use a formula field in a workflow trigger criteria, a change in the value of the formula field does not count as a record edit, and will not kick off the workflow.”
Our new Lookup Helper functionality includes the ability to use Visualforce Page Triggers to trigger Lookup Helper Settings. This can be useful when wanting a change to a formula field value to trigger a setting to run in real-time.
- After creating and adding a Visualforce Page Trigger to a record page, the setting will run in real-time once the page has been refreshed. This Knowledge Base article provides the steps for implementing a Lookup Helper Visualforce Page Trigger.
- Please contact support if you have any questions about setting up Visualforce Page Triggers to trigger Lookup Helper Settings.
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.
Data Quality Helper Enhancement
Now you can see Compact Record Information on hover in the Duplicate Record screen. For the full list of updates, go to Data Quality Helper Release Notes v1.67.
About Data Quality Helper
With Data Quality Helper, Salesforce users are notified when bad data is entered based on criteria chosen by Admins. This ensures users are entering or updating complete, correct, and non-duplicative data. Hard or soft Customizable Data Validation Rules empower you to create reminders and warnings for users, which are displayed when an Admin’s set of criteria is met.
Scheduling a Rollup from the Schedule Management Page
Did you know that you can schedule a rollup directly from the Schedule Management page in the app? From the top right of the page, click “New,” and select an active rollup. Next, you can define the frequency and fire time, just like on the rollup schedule page (see images below).
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The image below shows how you can define the new rollup schedule.
You can also group rollups automatically by scheduled, realtime, and activated status. The options can be found in the rollup group configuration in the Automatic section.
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.
NEW Milestones PM+ Templates and Project Management Resources!
Check out our FREE project management resources code samples including webinars, templates, and the Partner Learning Camp from the Official: Partner Delivery Readiness. We’ve curated a selection of these materials for you: [Unlock Success] Salesforce Partner Resources: Project Management Tools and Tips.
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.
We have solutions for ALL Salesforce users!
Our goal is to make it easier for you to quickly find the information you need, when you need it. One way we’re doing this is with our Solutions Menu, which makes searching by “User” or by “Industry or Cloud” a seamless experience.
The menus bring together related resources like use cases, customer stories, and blogs all in one place. Here’s a sampling from our search by “User” Solutions Menu:
- For Admins, we break down some of the top problems they face and how to solve them. You’ll learn how to get around rollup limitations, create reports with data aggregation, improve data quality, and how to be GDPR compliant. See Solutions for Admins.
- Solutions for Users: Admins, C-Suite, Salesforce Analysts, Project Managers, IT Managers
- Solutions for Industries & Clouds: Software, Financial Services, Healthcare & Life Sciences, Nonprofit
Do You Want to Get More Out of Salesforce?
It sounds easy enough, but choosing the right tool for your needs can be challenging. Plus add-ons like CPQ, Field Service, Marketing Cloud Account Engagement (formerly Pardot), Quip, and maps, can be a hassle to set up. We can help you make the most of your investment — from initial setup and customizations to automation and analytics.
Since 2008, our apps and development services have been trusted by Admins and developers for building solutions on the Salesforce platform. 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 with our development team to talk about your project vision.
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