Passage Technology Blog

This issue features the latest company news and app updates!

Recently, we launched a new app, Data Quality Helper. It gives Admins and users much more functionality than the default Salesforce data quality tools. As mentioned in our recent blog post, data validation rules and warning messages are now more customizable—something the Salesforce Community has wanted for quite some time.

But that’s only half of the story.

Since July 31, 2007, members of the Salesforce Community have been clamoring for a new feature to be added to the platform—”soft” data validation rules and warnings. On that date, a post was added to the IdeaExchange, and since then it has garnered some 25,000 points and more than 2,500 votes. The people have spoken, and they overwhelmingly support this idea.

As part of our 15-year anniversary, we're celebrating customers and their stories!

Dear PT, 

We love Rollup Helper. We use it in so many ways. However, we work with a lot of different business segments, and would like to create rollups that only populate to certain parent objects—like only up to Customer Accounts instead of Prospects. Is there a way to filter our rollup results?

Phil Tearring from Parent, MN

Here's a solution for a challenge that many people have experienced with Quotes in Salesforce®.

Dear PT, 

When viewing an Account page in Salesforce^®, our company’s users would like to see a list view of the Opportunity Products associated with the Account’s various Opportunities. Is there an easy way to do this?

Attah Glence from Product Point, Nigeria

Great opportunities often start by making connections.  

When your organization’s data is connected, this can open up new opportunities.

Dear PT, 

In this competitive job market, with turnover increasing, productivity is a challenge. We need to get new employees at our company onboarded and up-to-speed as soon as possible.  We have a number of separate processes in place within Salesforce^® for both compliance and training. How might we take a more comprehensive approach to get better outcomes?

M. Ployer in Train, Germany

This issue features the latest company news along with Rollup Helper, Lookup Helper, and Milestones PM+ updates.