Passage Technology Blog

Ask PT About Using Formulas in Rollup Summaries in Salesforce

2022/03/29

Dear PT, 

At our company, we are having trouble seeing the number of open Projects with an Account or Opportunity. Can you help? Salesforce’s native rollup summary fields can’t be used with certain formulas, specifically formula fields with date functions. Hence, we can’t create the list of open projects as of today (or any other date).

Asov Toodae from Worksop, UK

Overcome IT Project Management Challenges & Cost Overruns

2022/03/21

How to Transform your Salesforce Environment into a Project Execution Platform

Wow. Did you know that one in six IT projects have a cost overrun of 200%? Since project management touches almost every aspect of how organizations achieve their goals, it can have a big impact on costs.

Bad Data Costs More Than You Think

2022/03/08

How Data Impacts Customer Experience

Just because you have access to tons of data, doesn’t always mean it’s being put to good use. Poor quality data can lead to significant losses.

Rollup Helper Becomes the 10 Millionth AppExchange Install

2022/02/15

Back in 2008, Jerry Reid and Brent Gossett couldn’t possibly imagine their app would eventually be the 10 millionth install on the Salesforce AppExchange. They were just trying to provide a solution for a client’s use of Salesforce.

Rollup Helper would later become one of the AppExchange’s most popular apps, installed into more than 60,000 orgs and counting. So when they recently learned their app was the 10 millionth install, it was totally unexpected, but not completely surprising given its universal popularity. (Check out our 10 Million Celebration Page)

How Decision Makers Can Confidently Enact Strategic Change in Uncertain Times

2021/11/12

As businesses continue to react to the new challenges imposed on a world still reeling from a pandemic in its second year, this truth has emerged: Waiting to undertake strategic business transformation is not an option. 

Instilling Confidence

It would be nice if businesses could wait until the turmoil is over, gain a full understanding of the new environment, and then confidently make the changes needed to succeed. However, time is a luxury most businesses can’t afford. Business leaders need to move forward and enact transformation now, even if they may not have all the information they desire.

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