Passage Technology Blog

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

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.

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.

This issue features stories on how you can do more with Passage Technology’s Apps and Salesforce.

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)

It’s important to do a Salesforce Health Check periodically, so you can maximize the efficiency of your org and get valuable insights. 

Making Salesforce Data Work for You

Elon Musk once said, “I think you should always bear in mind that entropy is not on your side.”

This year, Passage Technology expanded its Giving Tuesday Pledge 1% commitment to include giving time by making cards for kids who will be hospitalized over the holidays. 

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.

We want to provide you with the information you need to achieve your goals.