Passage Technology Blog

7 Challenges Salesforce Admins Face & How Our Admin Apps Solve Them

2023/10/05

Do More with a Little Help from Your Friends

Like the Beatles’ song, when you have a little help from your friends, you can do so much more. 

An accelerator for Salesforce Admins/power users, business analysts, and developers, Passage Technology’s "Admin Apps" allow you to stop coding where you don't have to, so you can focus on your organization's key goals. 

Ask PT About Making Sure Contact Roles Are Documented in Salesforce

2023/09/21

Dear PT, 

Managing data and data hygiene in Salesforce® is a constant struggle at our company. Sometimes, incomplete data can be as damaging as bad data. With different people doing the data entry, it can be difficult to make sure the information is complete every time. For example, Opportunities may not have the key roles for the Contacts properly documented. Is there any easy way to identify and fix these data gaps?

Val I. Dayshon from Roll, AZ

GDPR and Using the Salesforce Individual Object

2023/08/28

Whether your company is located in the European Union, sells to customers who are located in the European Union, or you would like your company to get ahead of the curve with respect to privacy acts as a best practice, Salesforce® has implemented an Individual object to help you keep track of an individual’s data privacy preferences. This can be used for compliance with GDPR or other privacy protection laws such as The California Online Privacy Protection Act (CalOPPA). 

Tight Budget? Salesforce Apps Can Help Reduce Costs and Fuel Growth

2023/08/22

Achieving more with fewer resources is a challenge many business leaders are facing in the current economic climate.

According to Gartner’s 2023 Software Buying Trends report, “Budgets are getting tighter and leaders are forced to figure out how to do more with less.”

Ask PT About Managing IT Projects and Process Implementations in Salesforce

2023/08/14

Dear PT, 

Our company’s IT department has a steady backlog of new projects and new processes to undertake. And they are good at what they do. However, each individual action plan is built from the ground up. Plus, they operate in a bit of a silo—other functions need to be involved to ensure success. We’d like to add project management discipline to these projects and process implementations. Where do we begin?

M. Plamentor in Silo, OK

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