Passage Technology Blog

What do you want to be when you grow up? It's not often you hear kids answering, "A Salesforce Admin." Like many career paths, some people stumble upon the option of becoming a Salesforce admin later in their career. Some are drawn to the admin role after learning to use the CRM for a role in sales, marketing, or support. 

No matter the reason, one thing is certain: A Salesforce admin position is attractive. It's a job that can be done remotely, there are companies of all sizes and industries to work for, and as of January 2023 the average salary for a Salesforce Admin was over $79,000 USD.

However, the Salesforce ecosystem is so large it can be daunting to get your feet wet, let alone dive right in. That's why we put together this list of resources to get started — from training to landing a job.

Whether choosing in-house or outsourced administration, there are many considerations to achieve the ultimate goal of efficiency

Dear PT, 

Like many Salesforce^® users, we have to manually assign Leads to their related Account. Of course, this opens up the potential for errors. It would be nice if we could automate this process and then notify the correct salesperson about the new Lead. Any thoughts on how we could easily do this?

Dom Main from Lincoln, NE

Expanding Innovation, Deepening Data Insights, and Taking Projects to the Next Level

Sometimes the best way to find out what our apps can do is to hear from those who use them everyday — customers like you.

Dear PT, 

We use Salesforce^® at our company, but we manage projects outside of Salesforce. This creates numerous challenges, and never more than when an established project plan has dates and deadlines that must be adjusted. Obviously, there is a ripple effect on the project, and most project planning software can handle that. However, when it comes to the associated projects and tasks that also reside in Salesforce, extra work is required, and it can be subject to error.  What can we do about this?

Ty M. Schiff in Gantt, AL

Taking Customer Relationship Management, Ordering, and Inventory to the Next Level

Recent survey findings from Gartner show that businesses are relying on technology now more than ever as they deal with issues like fuel shortages, supply chain disruptions, inflation, as well as growing customer expectations. Gartner’s “Software Market Insights: Retail and E-Commerce Software” report finds that more than 73% of retailers anticipate increasing their investments for store technology.

Dear PT, 

Our company displays products, quantity, and revenue on our Opportunity records. Unfortunately, the revenue figures are from the last 12 months to date, so the total may span two different years. We need to separate the revenue into two different categories, this year and last year. And we’d also like to display this information at the Account level. What do you suggest?

Rev. Nu Kalander from Fields, IN

Sometimes making a difference makes all the difference, and we're striving to make an impact for our communities. This year, we expanded our Pledge 1% commitment to encompass volunteering in our local communities, as well as making cards for kids who will be hospitalized. 

Dear PT, 

Salesforce^® functionality will let you view open Cases within your org. However, sometimes there are situations where it would be useful to view this information on a more granular level, for specific Contacts or Accounts. How could our company set up this at-a-glance list view, which also has filters for priority and status?

New Support Page Provides Easy Access to Resources & Options

At Passage Technology, we put customers at the center of everything we do. That’s why we’re thrilled to announce that we’re launching our enhanced customer Support page.