2026/07/22
Time-saving Salesforce® tips and resources, the latest app news, and more!
The best defense is a good offense.
In the Salesforce world, the result of continued change is that many organizations are feeling a little untethered. How can orgs win when the game keeps changing? It starts by ensuring your org has a solid foundation for data and collaboration Read: Feeling Overwhelmed by Salesforce’s Constant Changes?
And there’s more. Salesforce has also recently made big announcements about their long-standing AppExchange marketplace for platform-compatible software applications. For more insight on this, read: AppExchange Is Gone, AgentExchange Is the New Game in Town.
Salesforce Admins Need All the Help They Can Get
Admins have a lot of demands on their time, and they need all the help they can get. From ensuring data is updated and clean, addressing customization requests to creating reports, and managing compliance, their days are packed. Read 7 Popular Use Cases that Lighten the Load for Salesforce Admins.
SF Ben 2026 Admin Survey: The Most Challenging Task for Salesforce Admins is Technical Debt (56.3%)
Technical debt can happen when you move information over from a legacy system, or it can signal that something needs better documentation to help user adoption. Read: What is technical debt, and how can you avoid it in Salesforce?
Customer Success Story Spotlight
Rollup Helper & Lookup Helper Streamline Sales Pipeline for Ashberry Water Conditioning
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App News & Updates
Milestones PM+ Launches Game-changing Updates!🌎🏆
Milestones PM+ launched new and improved UI and UX for the Import Template, Project Creation, and MPM+ Help tabs. You’ll also see a brand NEW modal on the Summary page that features a date filter, Program toggle, and two-column layout options for more flexibility.
In addition, the Calendar tab dates will now display recurring holidays. And the ‘Predecessor Task’ field will filter tasks for the entire project (not just the related parent milestone). Check out Milestones PM+ Release Notes v18.0.
This image shows how you can Select the Template Type to import.
The second step is to Select the Project Template. 
Then you can Edit the Project Template if needed. 
And the New Project Creation page features a streamlined design that makes setting up projects way easier. 
About Milestones PM+
Milestones PM+ is a cross-industry, native, project and process management solution for Salesforce. Milestones PM+ gives you instant 360-degree visibility to projects, tasks, programs, milestones, time, risks and issues, and resources in your CRM.
Goooaaal!⚽Data Quality Helper’s Improvements Give Admins & Users More Flexibility
Recently Data Quality Helper introduced its revamped Storage Usage page, which features a more modern look and feel along with increased responsiveness.
Another update we’re excited about is that now you can set the Maximum Number of Records to Recycle on an individual schedule. Previously, all Cleanup Rules used the same value for maximum number of records to recycle. Now, users may choose to set a unique maximum number of records to recycle per Cleanup Rule.
There’s also a new Minimum Access Permission Set that gives Admins more options. This means Admins can give access to users to run validation/duplication logic, while not allowing them to view/edit/delete Validation/Duplication rules. To get all the details, go to Data Quality Helper Release Notes v2.16.
The image below shows where you can set the max records to recycle for a Cleanup Rule.
Following is an example of Data Quality Helper’s newly revamped Storage Usage page. Top row from left to right shows (L) Monthly Data Storage Comparison and (R) File Storage Comparison. The bottom row from left to right shows (L) Object Usage Increase From Last Month and (R) Storage Usage Increase From Last Month.
About Data Quality Helper
With Data Quality Helper, Salesforce users are notified when bad or duplicative data is entered based on criteria chosen by Admins. This ensures users are entering or updating complete, correct, and non-duplicative data. Hard or Soft Customizable Data Validation & Duplicate Resolution Rules empower Admins to create reminders and warnings for users, which are displayed when certain criteria are met. In addition, Data Cleanup Rules let Admins easily manage data storage and automate a record deletion strategy.
These Rollup Helper Improvements Came From Users! 
World Cup fans are known for their loyalty and enthusiasm. And Rollup Helper users have a long history of showing support for each other, as well as sharing their ideas and feedback with us. As we continue our focus on Rollup Helper’s latest release features, we’re highlighting updates that came directly from your feedback.
Option to Delete Exceptions by Object – We’re excited about this step-saving update! Now you have the option to delete exceptions by object right in the View Exceptions page. Deleting exceptions by object makes it easier to manage old exceptions instead of deleting one at a time or doing it through the dev console. (See image below.) 
Set Object Specific Record Scope – You can now set object specific record scope from the Health Check page. Previously you needed to go through Setup, find the custom setting and object name, and then edit from there. And you can easily do this right from the health check page. (See image below.) 
Export Rollups by Group from Export Page – We added the ability to export rollups by rollup group from the export page. So instead of having to export all of them, now users have more control over which rollups should be exported. This usability improvement came directly from user feedback! (See image below.)
About Rollup Helper
With Rollup Helper, you can super-charge your org with capabilities that normally require extensive coding. Rollup Helper overcomes common Salesforce rollup limitations like needing a Master-Detail relationship or the inability to include cross-object formula fields in rollup summary filters. Use Rollup Helper to build mission critical reports and trigger intelligent data-driven workflows.
Featured Use Case: Using Rollup Helper with Your Flow
Did you know you can use Rollup Helper to combine the target fields that Rollup Helper calculates with Flow? For example, if projects go over budget or are delayed, you can access this information at the project level to use in a Flow. To apply this use case with your project management system or Milestones PM+, read: Using Rollup Helper for Your Flow.
Get More Out of Your Salesforce Investment
Considering implementing Data Cloud or Agentforce, or both? Need an add-on like CPQ, Field Service, Pardot, Quip, and maps? We're here for you. We can help you make the most of your investment — from initial setup and customizations to automation and analytics. Since 2008, our apps and development services have been trusted by Admins and developers for building solutions on the Salesforce platform. Whether you’re planning a Salesforce data migration, enhancement, or back office app integration project, we’ll deliver on your vision. It starts with a free 60-minute consultation with our development team to talk about your project vision.
We Want to Hear From You
Your feedback and reviews are important to us as we continue to add more features, usability improvements, and functionality to our apps!
| AppExchange Is Gone, AgentExchange Is the New Game in Town | Passage Technology Blog |