Passage Technology Blog

Successful Salesforce Optimization Starts With Discovery and Planning

We understand that no matter how complex your Salesforce® optimization project is, a successful initiative starts with discovery. What kind of a business outcome are you looking to achieve? Is your goal to increase sales, reduce costs, improve profitability, or are your business outcomes more qualitative? To learn more about planning, read our blog post: 

Dear PT, 

Comparisons can be an important factor in forecasting. At our company, we’d like to compare this partial year’s revenue Opportunity total for an Account to the same time period in the previous year. Are we going up, down, or flat? Salesforce^® doesn't do this out of the box. Can Rollup Helper help us?

Totul Todayt from Trend, Denmark

Walt Disney once said, “It’s kind of fun to do the impossible.”

Have you been told something you want to achieve in Salesforce® is impossible? You're not alone. Check out the following stories to see how the impossible becomes possible.

Dear PT, 

At our company, when users create a Salesforce^® Contact, a search is done to find if the related Account is already in our records. If they don’t find an Account, then one is created. This manual process sometimes results in duplicate Accounts being created, with identical information or differing information. Data quality suffers, relationship management is affected, and then time and resources are wasted fixing the problems. There has to be a better way.

Bette R. Dada-Highjeene from Dublin, OH

Many organizations are striving to be more customer-centric in their approach, and with that comes an increased focus on building and reinforcing trust with customers.

Dear PT, 

At our company, we are looking to improve and streamline our customer onboarding process. We sell a number of products and services, and each has a repetitive process to properly deliver and onboard. Usually, we clone a number of Salesforce^® Projects, and then make the changes necessary for that customer and purchase. As we’ve seen, this process is sometimes prone to errors and omissions. How can we make improvements?

Gus Towmer in Welcome, ON, Canada

Dear PT, 

At our company, we are having difficulties leveraging the default configuration for the Last Activity field in our Salesforce^® org. We are looking for a convenient and efficient way for RevOps team members to know what happened in our last contact with a customer, but it’s difficult since activities are split into both Tasks and Events. And it would be nice if we didn’t have to spend time on coding and ongoing maintenance to achieve this. Can you help?

C. Last in NOLA

This issue features the latest company news along with Lookup Helper and Milestones PM+ updates.

What do you want to be when you grow up? It's not often you hear kids answering, "A Salesforce Admin." Like many career paths, some people stumble upon the option of becoming a Salesforce admin later in their career. Some are drawn to the admin role after learning to use the CRM for a role in sales, marketing, or support. 

No matter the reason, one thing is certain: A Salesforce admin position is attractive. It's a job that can be done remotely, there are companies of all sizes and industries to work for, and as of January 2023 the average salary for a Salesforce Admin was over $79,000 USD.

However, the Salesforce ecosystem is so large it can be daunting to get your feet wet, let alone dive right in. That's why we put together this list of resources to get started — from training to landing a job.

Whether choosing in-house or outsourced administration, there are many considerations to achieve the ultimate goal of efficiency