Passage Technology Blog

Instituting a Uniform, Repeatable Process for New Salesforce Record Creation

2024/08/19

One of the challenges for optimizing the use of Salesforce® is that many different users create the records stored in the platform. This creates the potential for wide variances in how the records are created and the information they contain. This lack of uniformity can make it difficult to find and unearth actionable insights across numerous business functions.

Easily Get the Data You Need with Rollup Helper + Lookup Helper

2024/08/05

See how others are finding new ways to achieve their goals in Salesforce® without code.

Some things are just a natural fit—they complement each other. Like campfires and s’mores, or bagels and cream cheese, Rollup Helper and Lookup Helper are a perfect combination. In this blog post, we’re exploring ways these two great apps can be used together.

Previous Passage Technology Blog Next
Chat Offline
Contact Us Here