Passage Technology News & Updates – Winter 2024

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2024/02/20

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 the latest company news and app updates!

We're Making Improvements Based on Your Feedback!

We’re continually improving our apps to give you the best experience, features, and functionality! Our most recent updates for Milestones PM+, our popular project management app, are a direct result of your input. (More details are in the App Updates section below.)

To share your feedback, visit us on the AppExchange to leave a review for Rollup Helper, Milestones PM+, Lookup Helper, Data Quality Helper, or Storage Helper. We want to hear from you!

Thank you for sharing your thoughts with us!

Warm Up with Our Winter Blog Series 

Winter Series Email image

Our new winter blog series explores the needs and challenges of Salesforce® industries, along with providing resources for digital transformation. 

Staying warm in the winter means adding layers of clothes and making adjustments to the weather. The first blog post in our series peels back the layers, so you can see how technology can make a difference for nonprofits as they work toward their goals. Read: How Nonprofit Organizations Are Transforming Their Salesforce & Reaching Goals.

The second blog post in the series focuses on Healthcare and Life Sciences organizations and how the challenges they’re facing are opening the door for more opportunities. Read: Apps Help Healthcare & Life Sciences Organizations Achieve More Collaboration & Efficiency.

 


Free E-books Updated for 2024

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®.

We’re excited to announce that our popular e-book series, “Essential Guides for Business Transformation,” has been revised and updated for 2024. Plus, each guide also features an accompanying infographic to download. Learn more.


The Average Cost of a Data Breach Is $4.35 Million

Relationships with vendors are important. And it’s critical that you understand how they will protect your data — even if they’re working on a smaller, shorter-term project. So during the decision-making process, you’ll need to understand a potential vendor’s policies regarding data protection, privacy, and cybersecurity. Read more: Breaking Down the Vendor Selection Process.

See How Project Automation Can Help You Overcome Salesforce Project Management Pain Points

Common pain points organizations often face with Salesforce Project Management are that Salesforce doesn’t have project, portfolio, or resource management capabilities within any Cloud. This can create inefficiencies and lack of transparency for organizations. Read more: Struggling With Repetitive Tasks, Optimizing Resource Allocation & Analyzing Project Performance?


App News & Updates

Milestones PM+ Adds New Custom Settings

You asked for more flexibility and options with custom settings, and you got it! There’s now a new Milestones PM+ Granular Trigger Disablement setting, as well as a new First Day of Week setting.

Granular Trigger Disablement

This new custom setting allows Admins to stop triggers listed from running.

Time Entry – First Day Of Week

The new First Day of the Week setting sets the starting day on the Time Entry Grid by using the first three letters (“Sun”, “MON”, “tue”, etc.). Just enter the first three letters of the day you’d like to appear and click Save.

Note: If you’re in Europe, the first day of the week defaults to start on Monday, and if you're in the U.S., it defaults to Sunday.

MPM+ time entry image

Custom Settings also include:

  • “Calculate Daily Total From All Views” calculates the daily totals from all list views on the Time Entry Grid, not just the currently selected list view.
  • “Exclude Weekend Work Default Value” sets the Exclude Weekend Work field to true (for new records created).
  • “Update Resources Assigned Field” prevents the Resources Assigned field from changing when adding Project Resources.
  • Check out Release Notes 15.13 and Release Notes 15.9 to see a full list of updates.

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.


It’s Here! Lookup Helper’s NEW Parent Record Matching Feature

Now you have the ability to Sort and Add Offsets to matching parent records inside of the Parent Filter modal, giving you more control over which parent record you would like to match.

For example, to match Contact Phone Number to Account Phone Number, simply sort by the Account’s CreatedDate field. This enables you to match to the most recently created Account. See Select Fields on Contact And Account to Match in the image below.

Criteria Matching Mode

 

If you want to match to the 2nd most recently created Account, you can skip (using offset) 1 record. See the image below.

Parent matching criteria

Introducing the New Asynchronous Real-Time Icon! Asynchronous Real-Time Icon

Now you can identify settings that are running in real-time at a glance! The new icon on the All Settings page shows you Lookup Helper Settings that run in asynchronous real-time. Check out Release Notes v10.15 for more Lookup Helper updates.

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.


Featured Customer Success Story 

Ashberry Water logo

Rollup Helper & Lookup Helper Streamline Sales Pipeline for Ashberry Water Conditioning

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: Duplicate data problem? We have a solution!

duplicate data

 

Our recent blog post, “Got a Duplicate Data Problem? Data Quality Helper is the Solution,

shows how your organization can overcome this problem. 

 

 

 

 


Considering Salesforce Analytics Tools like Einstein or Tableau?

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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