Passage Technology Blog

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

Dear PT, 

Is there an easy way to show how many Tasks are left to be completed in an open Salesforce^® Case? This would help us to manage resources better and ultimately be more productive as an organization. It also might prevent us from closing a Case before it’s truly complete.

Rollups are often necessary to get data on Objects or to build reports, but there are several limitations.

One of the biggest obstacles is that standard rollups can only be used between Objects with a Master-Detail relationship. This results in Admins turning to other tools to create rollups when they are between Objects with a Lookup relationship, or even when they need to create hierarchy rollups within the same Object. Users can be tempted to create these rollups with Flow, but as we describe further, there are limitations in Flow. Our AppExchange app, Rollup Helper, offers significant advantages over Flow as it is a tool purposely built to create and manage all your rollup needs.

Dear PT, 

Buyer expectations are rapidly evolving. Now you can measure buyer intent in nearly real-time. However, at our company, our new Lead response time is often measured in days, not hours. Studies show that best practices require a response measured in minutes. Any ideas on how we can extend Salesforce^® capabilities to make this internal improvement?

Hawt Leede from Prospect Heights, IL

Helping Education Clients Make the Most of Their Salesforce Org

As the new school year begins, many school systems are struggling to meet the increased needs of their students and families. In its “Supporting Student Success in a Changing World” guide Salesforce® reports, “The world is significantly different today than it was even just months ago. External factors that may not appear to have a direct impact on education can affect our students in surprising ways.”

Dear PT, 

We use multiple clouds from Salesforce^® throughout our company. Our various functional teams successfully use Projects to track and complete their activities. However, when it comes time for new product creation and launch, it's difficult to manage resource allocation as well as coordinate all of the functions and all of the work. Adding in external partners makes it even more complicated. How can we execute our new product in Salesforce Projects and Tasks in a more cohesive manner?

Gotom Arkett from Revel, France

Get the Insights You Need to Make Informed Decisions

Stories are an important tool that can help people process complex concepts and make connections. Having a clear picture of your data story allows your organization to make informed decisions — and Admins are perfectly positioned to uncover insights that can help organizations tell their data stories.

How Clean, Real-time Data Can Open a World of New Possibilities

Benjamin Disraeli once said, “Change is inevitable. Change is constant.” And in the world of data, change happens at lightning speed. To give you an idea of just how fast data changes–Salesforce® reports that every 30 minutes, 120 business addresses change, and 75 phone numbers change.

Dear PT, 

We need to better aggregate our data so various business functions can create insights. On a number of Objects, we need a way to easily rollup records scattered across numerous child, parent, and grand-parent hierarchies—for example, Accounts. However, our company has limited developer resources internally. So when we need a solution, we have to pay for outsourcing. This can be expensive, but often it is more expensive to not obtain that solution, in terms of productivity and competitiveness. Are there other options to coding?

Rhee Layshuns in Progress, PA

This issue features our Development Services and gives you the inside scoop on the latest Rollup Helper, Lookup Helper, and Milestones PM+ updates.