Passage Technology Blog

Step-by-step instructions from our support team for implementing time-saving features.

Valuable resources are available to Salesforce partners for a variety of purposes and audiences – from code samples to the Partner Learning Camp. One group, Official: Partner Delivery Readiness, has shared numerous files including past webinars and templates. Below is a selection of materials focusing on project management.

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.

Customer Service Productivity Is a Win-Win for Companies & Customers

It makes sense. Customer service reps work closely with customers, so it gives reps the perfect opportunity to proactively help them by recommending upgrades or other products, right?

This issue features the latest company news and app updates!

Customization Beyond Limits: How Apps & Services Can Tailor Salesforce® to Customer Needs

Tell us how you’ve used Rollup Helper + Lookup Helper together for a chance to win one of five $50 Amazon Gift Cards

Dear PT, 

At our company, we automate many business processes using Salesforce^® Flow. We are having difficulties integrating these automated processes into our project management function. How can we create a comprehensive PM function tied to our Salesforce usage?

Starr Terpeck in Tool, TX

A key responsibility of every business’s IT and Analytics department is to establish and execute a comprehensive data governance program. Executive leadership teams view this function as vital to a company’s overall risk management and growth potential—and with good reason. This applies to businesses of all sizes, from small to very large.

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.)