Passage Technology Blog

When there are almost 3,000 consulting partners for Salesforce on the AppExchange, it might seem like it's harder to narrow down which one is right for you than snagging front row tickets to the Eras Tour. Not to worry! Here is a list of questions and qualifications to find a consultant that matches your project needs best. With these tips, you'll be placed at the front of the pre-sale line. (If you're looking for information about Salesforce implementations rather than custom development, check out this blog instead.) 

This issue features the latest company news and app updates!

A business’s operations, and its resulting success, are highly dependent upon the quality of the data it uses. This truism is universally accepted. Data impacts every facet of the business, and with the growing use of AI, the business must be proactive in its data quality strategy.

The double-edged sword of Salesforce is that you have the capability to customize it, but it can be difficult to achieve the vision you want depending on the experience of your current development team, or the technical debt residing in your org(s). Custom development projects are vital for enhancing efficiency and productivity within your organization. Don't overlook the significance of these projects, as they require a substantial investment of both time and money to do things the right way. Like most things in life, the best way to ensure success is to have the right foundations. Before hitting "start" on your next project, make sure you have all of these items in place.

How Retailers & Other Organizations Can Use Salesforce^® Apps to Optimize Data

How Salesforce Apps Transform Billing Processes, Delivering Real-time Data and Automating Workflows

Inefficient processes not only waste time, they cost organizations millions of dollars a year. “Some organizations are losing up to $1.3 million a year due to inefficient tasks weighing employees down, according to a report by Formstack and Mantis Research which surveyed 2,000 workers,” said CIO Dive in their article, "Businesses can lose up to $1.3M a year on inefficient processes."

Questions to ask before getting started.

It’s important to make the most of your investment – from initial setup and customizations to automation and analytics.

In Salesforce, many businesses 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 Industry. They may always want to choose the first or last child record, and from that selection, display a key piece of text, such as the first Campaign that triggered a response at an Account. This sounds like it should be straight-forward to put together, but it could be more difficult to create than you'd think.

This issue features the latest company news and app updates!

Winter Series Part III – Actionable Insights & Project Management