Passage Technology News & Updates – Spring 2025

This issue gives you Salesforce® tips and resources, as well as our latest app news, and more!

Changing the Way We Look at Data

The late psychologist and author Wayne Dyer once said, “When you change the way you look at things, the things you look at change.” So what would happen if we change the way we look at data?

Data is the key to maximizing Salesforce and identifying new opportunities and growth, but obstacles can get in the way: People change jobs. Companies shift and merge. Data is constantly changing. It’s a continuous cycle that wastes time and impacts revenue.

Ready to Dive into Salesforce Data Cloud and AI Solutions?

Let’s take a moment to step back and make a plan. Salesforce® Data Cloud requires preparation before getting started, and before importing data into AI or Agentforce. We’ll give you an overview of Data Cloud along with cost-saving tips and tools: Changing the Way We Look at Data: Salesforce Data Cloud Preparation Tools and Resources.

Rollup Helper Launches AppExchange Reviews Sweepstakes!

Help us reach our goal of 500 reviews (and beyond!)

Every review matters to us because we use your feedback to improve, and offer you more functionality and features.

Simply tell us how Rollup Helper is helping you achieve your goals in Salesforce. Be one of the next 40 to respond and share your experience between May 1 and June 30, 2025, and you’ll be entered into a drawing to receive one of four $50 Amazon gift cards! Get the details: Rollup Helper Is Getting Closer to Reaching 500 AppExchange Reviews!

Has Your Project Gone Off Course? Look for What’s Missing.

What can negatively impact a project? Sometimes it goes back to what’s missing. For example, if the elements within a Work Breakdown Structure (WBS) don’t add up to equal 100% of the project scope. Read: Keep Salesforce Projects on Track with the Work Breakdown Structure Approach.

Implementing Agentforce? The First Step Is Improving Data & Records

Many factors can impact your client's Salesforce Agentforce implementation. User training, system integration, workflow design, and organizational alignment play significant roles. But it starts with a solid foundation; it starts with data quality. Read: True Effectiveness with Salesforce Agentforce Requires Elevating Data Quality First.

Featured Customer Success Story: Rollup Helper Simplifies CPQ Calculation Process for Kipu Health

We want to hear from you! Tell us your story.

App News & Updates

HUGE Rollup Helper Update! New Lightning Web Components on the All Settings Page & More!

Have you noticed Rollup Helper’s new look and improved user experience? The refreshed look is the result of LWCs that were implemented for the All Settings page and the User Interface for the Health Check page.

The addition of the LWCs on the All Settings page allows for faster and easier navigation overall. Since the look and feel of the page corresponds with the look found in other areas of Lightning within Salesforce, the result is a seamless, unified experience. Users will also find that actions like searching and sorting the rollup table are faster, since they are now processed within the browser.

New Security Authentication

Another important update is the new Security Authentication that’s required for performing metadata API operations like deploying triggers or custom fields. The security authentication prevents unauthorized users from performing API operations.

Using the new authentication follows Salesforce's best security practices and gives Admins complete control over who is permitted to access a session for metadata deployments. The session will have the same settings as whatever is configured in their session settings (timeout values and IP restrictions). As part of this security enhancement, Admins can also revoke access to the session at any time.

We’re also excited about new functionality that has been added for Preview Rollup Results. Now you have the option to generate source records without applying the child filter if no source records are returned. Be sure to check out the Rollup Helper Release Notes v21.9 for the complete list of updates.

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+ Lightning ⚡ Web Components & Gantt Chart Enhancements

We’re excited to share these great updates with you! First, the Gantt chart now automatically refreshes when dates are changed. This allows the date shifting to occur before further changes are made, while preventing unexpected changes from happening.

The new “Percent Complete” LWC can be added to project layout to manage the completion percentage of ALL child records!

Drum roll 🥁 please! The “Manage Project Plan” LWC can be added to your Program/Portfolio/Project/Milestone page layouts so you can make mass record edits in ONE place.

Check out Milestones PM+ Release Notes v17.7 to see the full list of updates!

ICYMI: Free Milestones PM+ Premium Features and Functionality

Features and functionality previously available only with the Premium Edition of Milestones PM+ are now included FREE in the standard download. To get the details, read: Milestones PM+, The Free Salesforce Project Management App, Just Got Better

About Milestones PM+

Milestones PM+ is a cross-industry, native, project and process management solution for Salesforce. Milestones PM+ gives you instant 360-degree visibility to projects, tasks, programs, milestones, time, risks and issues, and resources in your CRM.

Ready to Get More Out of Salesforce? Let’s Go!

Considering implementing Data Cloud or Agentforce, or both? Need an add-on like CPQ, Field Service, Pardot, Quip, and maps? 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 60-minute consultation with our development team to talk about your project vision.