User Adoption. Salesforce is a powerful tool that helps businesses grow. In order to truly realize the benefits, users need to adopt the platform. When they don’t, discord can be created and revenue goals put in jeopardy.

In Salesforce, many businesses have a need to see aggregated data from child records on a parent record. For example, to show the sum or average of closed won Opportunities on a Custom Object, like...

Winter is coming! We've been busy combing through the release notes for Salesforce Winter '18 and here are some of our favorite new features!

Lake Forest, Il., August 16, 2017 – Inc. magazine today ranked Passage Technology, LLC. NO. 864 on its 36th annual Inc. 5000, the most prestigious ranking of the nation's fastest-growing private companies. The list represents a unique look at the most successful companies within the American...

Past Webinars

May 4, 2017

View Our Recorded Webinars

Interested in seeing our completed webinars? Select from the list below to view the recorded videos.

All businesses, whether they are for-profit or not-for-profit, have a bottom line and keeping the organization’s expenses in check is a main goal. Part of a healthy company is investing in tools or...

Campaigns in Salesforce can be one of your most powerful tools as a Salesforce Admin. You can use Campaigns to help your business identify the most successful marketing initiatives, and help direct...

Risk and Issue Management

October 12, 2016

Risk and issue management is critical to avoiding project failure. Many project management organizations (PMOs) place an emphasis on these practices, however, these processes are ill defined. A consequence of an ill-defined process is that people do not perform it consistently or at all.

Let's face it: project planning is next to impossible with an unorganized and underutilized Salesforce platform. Inconveniently placed data is a major frustration for anyone tasked with the responsibility of running reports. We have a few add-ons to Milestones PM+ that will enhance your project...

Resiliency Improvements Made So Far This Year

  • Dynamic Async - CPU, SOQL, and DML limit detection
  • Record Lock Handling
  • Data Skew Detection (record scope monitor)
  • Rollup Helper should just work - no frustrating configuration on the part of the user
  • Our main focus is ensuring that Rollup Helper is as...