--- title: Passage Technology News and Updates – Summer 2026 description: "Summer 2026 News. Updates & app news from Salesforce partner Passage Tech: Rollup Helper, Milestones PM+, Lookup Helper, Data Quality Helper & Dev Services." image: https://www.passagetechnology.com/hubfs/Summer%202026%20Newsletter%20Email%20Header.png --- [GET DEMO](https://www.passagetechnology.com/any-product-one-on-one) **+1 (224) 655-6779 [![Trusted Salesforce service partner Passage Technology](https://www.passagetechnology.com/hubfs/2021/Nav-header-logo_PT.png) ](https://www.passagetechnology.com) - Solutions - By User Type - [Admins](https://www.passagetechnology.com/en/solutions/salesforce-admin) - [Getting Around Rollup Limitations](https://www.passagetechnology.com/en/solutions/salesforce-admin#rollup-limitations) - [Reports & Data Aggregation](https://www.passagetechnology.com/en/solutions/salesforce-admin#Reports) - [GDPR Compliance](https://www.passagetechnology.com/en/solutions/salesforce-admin#GDPR) - [Data Cleanup](https://www.passagetechnology.com/en/solutions/salesforce-admin#cleanup) - [Project Managers](https://www.passagetechnology.com/en/solutions/salesforce-project-managers) - [Managing Internal Projects](https://www.passagetechnology.com/en/solutions/salesforce-project-managers#internal-projects) - [Collaborate on External Projects & Client Status Reporting](https://www.passagetechnology.com/en/solutions/salesforce-project-managers#External) - [Project Analytics](https://www.passagetechnology.com/en/solutions/salesforce-project-managers#Analytics) - [Salesforce Training for Project Management Success](https://www.passagetechnology.com/en/solutions/salesforce-project-managers#SF-training) - [C-Suite](https://www.passagetechnology.com/en/solutions/c-suite) - [Business Insights](https://www.passagetechnology.com/en/solutions/c-suite#business-insights) - [Decision Making & Prioritizing Initiatives](https://www.passagetechnology.com/en/solutions/c-suite#decision-making) - [Project Planning & Managing Execution](https://www.passagetechnology.com/en/solutions/c-suite#managing-execution) - [Custom Solutions & Integrations](https://www.passagetechnology.com/en/solutions/c-suite#custom-solutions) - [IT Managers](https://www.passagetechnology.com/en/solutions/it-managers-using-salesforce) - [Security & Compliance](https://www.passagetechnology.com/en/solutions/it-managers-using-salesforce#security) - [Enabling Salesforce Users](https://www.passagetechnology.com/en/solutions/it-managers-using-salesforce#enabling-team-members) - [Managing IT Projects](https://www.passagetechnology.com/en/solutions/it-managers-using-salesforce#projects) - [Avoiding Technical Debt](https://www.passagetechnology.com/en/solutions/it-managers-using-salesforce#avoid-technical-debt) - [Salesforce Analysts](https://www.passagetechnology.com/en/solutions/salesforce-analysts) - [Reports & Data Aggregation](https://www.passagetechnology.com/en/solutions/salesforce-analysts#reports) - [Project Management](https://www.passagetechnology.com/en/solutions/salesforce-analysts#project-management) - [Custom Solutions & Integrations](https://www.passagetechnology.com/en/solutions/salesforce-analysts#custom-solutions) - By Industry or Cloud - [Software](https://www.passagetechnology.com/en/solutions/computer-software-industry) - [Reports & Data Aggregation](https://www.passagetechnology.com/en/solutions/computer-software-industry#reports) - [Decision Making & Prioritizing Initiatives](https://www.passagetechnology.com/en/solutions/computer-software-industry#decision-making) - [Project Management](https://www.passagetechnology.com/en/solutions/computer-software-industry#project-management) - [Security & Compliance](https://www.passagetechnology.com/en/solutions/computer-software-industry#security) - [Healthcare & Life Sciences](https://www.passagetechnology.com/en/solutions/healthcare-life-sciences-industry-cloud) - [Project Management](https://www.passagetechnology.com/en/solutions/healthcare-life-sciences-industry-cloud#project-management) - [HIPAA Compliance](https://www.passagetechnology.com/en/solutions/healthcare-life-sciences-industry-cloud#hipaa) - [Reports & Data Aggregation](https://www.passagetechnology.com/en/solutions/healthcare-life-sciences-industry-cloud#reports) - [Custom Solutions & Integrations](https://www.passagetechnology.com/en/solutions/healthcare-life-sciences-industry-cloud#custom-solutions) - [Financial Services](https://www.passagetechnology.com/en/solutions/financial-services-industry-cloud) - [Relating Custom Objects](https://www.passagetechnology.com/en/solutions/financial-services-industry-cloud#custom-objects) - [Reports & Data Aggregation](https://www.passagetechnology.com/en/solutions/financial-services-industry-cloud#Reports) - [Improving Data Quality](https://www.passagetechnology.com/en/solutions/financial-services-industry-cloud#data-quality) - [Compliance](https://www.passagetechnology.com/en/solutions/financial-services-industry-cloud#Compliance) - [Nonprofit](https://www.passagetechnology.com/en/solutions/nonprofit-industry-cloud) - [Reports & Data Aggregation](https://www.passagetechnology.com/en/solutions/nonprofit-industry-cloud#reports) - [Improving Data Quality](https://www.passagetechnology.com/en/solutions/nonprofit-industry-cloud#data-quality) - [Project Management](https://www.passagetechnology.com/en/solutions/nonprofit-industry-cloud#project-management) - Products - [Rollup Helper](https://www.passagetechnology.com/rollup-helper-overview) - [Milestones PM+](https://www.passagetechnology.com/milestones-pm-plus-overview) - [Lookup Helper](https://www.passagetechnology.com/lookup-helper-overview) - [Prioritization Helper](https://www.passagetechnology.com/prioritization-helper-overview) - [Data Quality Helper](https://www.passagetechnology.com/data-quality-helper-overview) - [Work Trail](https://www.passagetechnology.com/work-trail-overview) - [Support](https://www.passagetechnology.com/support) - [Rollup Helper](https://www.passagetechnology.com/rollup-helper-training) - [Milestones PM+](https://www.passagetechnology.com/milestones-pm-plus-training) - [Lookup Helper](https://www.passagetechnology.com/lookup-helper-training) - [Prioritization Helper](https://www.passagetechnology.com/prioritization-helper-training) - [Data Quality Helper](https://www.passagetechnology.com/data-quality-helper-training) - [Work Trail](https://www.passagetechnology.com/work-trail-training) - [Services](https://www.passagetechnology.com/developmentservices) - [Knowledge Articles](https://passagetech.my.site.com/KnowledgeBase/s/) - [Log a Support Case](https://www.passagetechnology.com/contact-us) - [Resources](https://www.passagetechnology.com/resources) - [Blog](https://www.passagetechnology.com/passage-technology-blog) - [Customer Success Stories](https://www.passagetechnology.com/customer-success) - [Essential Guides for Business Transformation with Salesforce](https://www.passagetechnology.com/en/essential-guides-for-business-transformation-with-salesforce) - [Use Case Libraries](https://www.passagetechnology.com/use-case-libraries) - [Knowledge Articles](https://passagetech.my.site.com/KnowledgeBase/s/) - [Release Notes](https://www.passagetechnology.com/release-notes) - [Company](https://www.passagetechnology.com/about) - [About Us](https://www.passagetechnology.com/about) - [Press & Testimonials](https://www.passagetechnology.com/press-testimonials) - [Contact Us](https://www.passagetechnology.com/contact-us) - [Partners](https://www.passagetechnology.com/partners) - [Careers](https://www.passagetechnology.com/working-at-passage) - [Search](https://www.passagetechnology.com/search) # Passage Technology News and Updates – Summer 2026 2026/07/22 [![Free Salesforce business guides to help admins/developers, project managers, sales managers, and decision makers. Download the free PDF series now: Reinventing Your Business, Reimagining Your Salesforce®.](https://www.passagetechnology.com/hubfs/2021/Essential-Salesforce-Guide_Helper-Suite.png) ](https://www.passagetechnology.com/en/essential-guide-for-salesforce-admins-developers) 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? ](https://www.passagetechnology.com/passage-technology-blog/overwhelmed-by-salesforce-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](https://www.passagetechnology.com/passage-technology-blog/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](https://www.passagetechnology.com/passage-technology-blog/use-cases-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?](https://www.passagetechnology.com/passage-technology-blog/what-is-technical-debt-and-how-can-you-avoid-it-in-salesforce)  ### Customer Success Story Spotlight [![Ashberry Water logo image](https://www.passagetechnology.com/hs-fs/hubfs/Customer%20Success/Ashberry%20Water%20logo.png?width=175&height=67&name=Ashberry%20Water%20logo.png)](https://www.passagetechnology.com/customer-success/rollup-helper-enhances-capacitys-revenue-reporting) ### [Rollup Helper & Lookup Helper Streamline Sales Pipeline for Ashberry Water Conditioning](https://www.passagetechnology.com/customer-success/ashberry-water) ###### We want to hear from you! [Tell us your story.](https://www.passagetechnology.com/share-your-story) --- ## 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](https://www.passagetechnology.com/release-notes/milestones-pmplus_v18-0). *This image shows how you can Select the Template Type to import.* *![Import project template image](https://www.passagetechnology.com/hs-fs/hubfs/undefined-Jul-20-2026-05-53-13-7216-PM.png?width=800&height=263&name=undefined-Jul-20-2026-05-53-13-7216-PM.png)**The second step is to Select the Project Template. **![Select Project template image](https://www.passagetechnology.com/hs-fs/hubfs/undefined-Jul-20-2026-05-54-30-2479-PM.png?width=800&height=219&name=undefined-Jul-20-2026-05-54-30-2479-PM.png) Then you can Edit the Project Template if needed. **![Edit project template image](https://www.passagetechnology.com/hs-fs/hubfs/undefined-Jul-20-2026-05-55-59-5114-PM.png?width=800&height=467&name=undefined-Jul-20-2026-05-55-59-5114-PM.png) And the New Project Creation page features a streamlined design that makes setting up projects way easier. **![New Project Creation image](https://www.passagetechnology.com/hs-fs/hubfs/undefined-Jul-20-2026-05-57-05-9712-PM.png?width=800&height=197&name=undefined-Jul-20-2026-05-57-05-9712-PM.png) * #### [About Milestones PM+](https://www.passagetechnology.com/milestones-pm-plus-overview) [Milestones PM+](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000009uYYMEA2) 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](https://www.passagetechnology.com/release-notes/data-quality-helper-release-notes-v2-16). *The image below shows where you can set the max records to recycle for a Cleanup Rule.*![Edit Data Cleanup Rule image](https://www.passagetechnology.com/hs-fs/hubfs/undefined-Jul-20-2026-06-00-40-0721-PM.png?width=550&height=335&name=undefined-Jul-20-2026-06-00-40-0721-PM.png)  *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.*   ![DQH Storage Usage image](https://www.passagetechnology.com/hs-fs/hubfs/undefined-Jul-20-2026-06-02-05-9073-PM.png?width=750&height=313&name=undefined-Jul-20-2026-06-02-05-9073-PM.png) #### [About Data Quality Helper](https://www.passagetechnology.com/data-quality-helper-overview) With [Data Quality Helper](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000IrJHcUAN), 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! ![](https://www.passagetechnology.com/hs-fs/hubfs/undefined-Jul-20-2026-06-03-07-4888-PM.png?width=33&height=33&name=undefined-Jul-20-2026-06-03-07-4888-PM.png)  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](https://www.passagetechnology.com/release-notes/rollup-helper-release-notes-v22-7) 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.)* ![ Delete Exceptions by Object ](https://www.passagetechnology.com/hs-fs/hubfs/undefined-Jul-20-2026-06-05-16-6326-PM.png?width=800&height=576&name=undefined-Jul-20-2026-06-05-16-6326-PM.png)  **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.)* ![Object Specific Record Scope](https://www.passagetechnology.com/hs-fs/hubfs/undefined-Jul-20-2026-06-08-05-1435-PM.png?width=800&height=529&name=undefined-Jul-20-2026-06-08-05-1435-PM.png)  **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.)*   ![Export Rollups by Group from Export Page image](https://www.passagetechnology.com/hs-fs/hubfs/undefined-Jul-20-2026-06-09-12-1786-PM.png?width=750&height=502&name=undefined-Jul-20-2026-06-09-12-1786-PM.png)  #### [About Rollup Helper](https://www.passagetechnology.com/rollup-helper-overview) 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](https://sforce.co/2sJywmX) 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](https://www.passagetechnology.com/rollup-helper-use-cases/using-rollup-helper-for-your-workflow?utm_campaign=Relationship%20building%20email%20&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz-_h3859yshTe7YEoWAWhe-m4I-O5cte838FxrGXNGkzjxzy4ljUJJjPzZICC2BrBmsQO2_N)**.**    --- ## 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](https://www.passagetechnology.com/salesforce-development-consultation) with our [development team](https://www.passagetechnology.com/developmentservices) 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! [Review our apps on the AppExchange](https://www.passagetechnology.com/appexchange-reviews). Tags: [Project Management](https://www.passagetechnology.com/passage-technology-blog/topic/project-management), [Rollup Helper](https://www.passagetechnology.com/passage-technology-blog/topic/rollup-helper), [Lookup Helper](https://www.passagetechnology.com/passage-technology-blog/topic/lookup-helper), [Milestones PM+](https://www.passagetechnology.com/passage-technology-blog/topic/milestones-pm), [Admin](https://www.passagetechnology.com/passage-technology-blog/topic/admin), [Newsletter](https://www.passagetechnology.com/passage-technology-blog/topic/newsletter), [data quality](https://www.passagetechnology.com/passage-technology-blog/topic/data-quality), [Data Quality Helper](https://www.passagetechnology.com/passage-technology-blog/topic/data-quality-helper), [Agentforce](https://www.passagetechnology.com/passage-technology-blog/topic/agentforce) | [** AppExchange Is Gone, AgentExchange Is the New Game in Town ](https://www.passagetechnology.com/passage-technology-blog/appexchange-is-gone-agentexchange-is-the-new-game-in-town) | [Passage Technology Blog](https://www.passagetechnology.com/passage-technology-blog) | | | --- | --- | --- | [ Passage Technology News and Updates – Summer 2026 ](https://www.passagetechnology.com/passage-technology-blog/passage-technology-news-and-updates-summer-2026) [ AppExchange Is Gone, AgentExchange Is the New Game in Town ](https://www.passagetechnology.com/passage-technology-blog/appexchange-is-gone-agentexchange-is-the-new-game-in-town) [ Overwhelmed by Salesforce’s Constant Changes? ](https://www.passagetechnology.com/passage-technology-blog/overwhelmed-by-salesforce-changes) [ Can’t Create Quote From Opportunity in Lightning Using New Quote Button? ](https://www.passagetechnology.com/passage-technology-blog/new-quote-button) [ 7 Popular Use Cases that Lighten the Load for Salesforce Admins ](https://www.passagetechnology.com/passage-technology-blog/use-cases-admins) [ Roll-up Solution When a Roll-up Summary Field Can't be Used ](https://www.passagetechnology.com/passage-technology-blog/roll-up-solution-when-a-roll-up-summary-field-can-not-be-used-and-process-builder-does-not-fire-on-delete) [ GDPR and Using the Salesforce Individual Object ](https://www.passagetechnology.com/passage-technology-blog/gdpr-and-the-using-the-salesforce-individual-object) [ Can’t Create Quote From Opportunity in Lightning Using New Quote Button? ](https://www.passagetechnology.com/passage-technology-blog/new-quote-button) [ Rollup Helper vs Declarative Lookup Roll-up Summaries (DLRS) ](https://www.passagetechnology.com/passage-technology-blog/rollup-helper-vs-declarative-lookup-roll-up-summaries-dlrs) [ Passage Technology News & Updates – Winter 2026 ](https://www.passagetechnology.com/passage-technology-blog/passage-technology-news-updates-winter-2026) ![Salesforce certified services by trusted Passage Technology](https://www.passagetechnology.com/hubfs/Salesforce/SF%20Partner%20Badges%202026%20(for%20footer).png) Explore - [Rollup Helper](https://www.passagetechnology.com/rollup-helper-overview) - [Milestones PM+](https://www.passagetechnology.com/milestones-pm-plus-overview) - [Lookup Helper](https://www.passagetechnology.com/lookup-helper-overview) - [Prioritization Helper](https://www.passagetechnology.com/prioritization-helper-overview) - [Data Quality Helper](https://www.passagetechnology.com/data-quality-helper-overview) - [Work Trail](https://www.passagetechnology.com/work-trail-overview) Services - [Custom Development Services](https://www.passagetechnology.com/developmentservices) - [Milestones PM+ Starter Packs](https://www.passagetechnology.com/milestones-pmplus-starter-packs) Learn - [Support Portal](https://www.passagetechnology.com/support) - [Resources Portal](https://www.passagetechnology.com/resources) Company - [About](https://www.passagetechnology.com/about) - [Careers](https://www.passagetechnology.com/working-at-passage) - [Press & Testimonials](https://www.passagetechnology.com/press-testimonials) - [Partners](https://www.passagetechnology.com/partners) Questions? - [Contact Us](https://www.passagetechnology.com/contact-us) - +1 (224) 655-6779 [GET DEMO](https://www.passagetechnology.com/any-product-one-on-one) © 2026 Passage Technology LLC All Rights Reserved. [Privacy Policy](https://www.passagetechnology.com/privacy-policy) | [Purchasing & Legal](https://www.passagetechnology.com/purchasing-and-legal) | [Terms of Service](https://www.passagetechnology.com/terms-of-service) | [App Security](https://passagetech.my.site.com/KnowledgeBase/s/article/Security-and-Privacy-Policy-1578080055496) - [** ](https://www.facebook.com/passagetech) - - [** ](https://www.linkedin.com/company/passage-technology) - [** ](https://www.youtube.com/channel/UCK2tzaCWVC7PmFCXrLirnZw) ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "Carrie Brown", "url" : "https://www.passagetechnology.com/passage-technology-blog/author/carrie-brown" }, "dateModified" : "2026-07-22T16:00:04.031Z", "datePublished" : "2026-07-22T15:48:16.000Z", "headline" : "Passage Technology News and Updates – Summer 2026", "image" : [ "https://www.passagetechnology.com/hubfs/Summer%202026%20Newsletter%20Email%20Header.png" ], "mainEntityOfPage" : { "@id" : "https://www.passagetechnology.com/passage-technology-blog/passage-technology-news-and-updates-summer-2026", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://www.passagetechnology.com/hubfs/Logo%20PT_colors_wide_on-white.png" }, "name" : "Passage Technology LLC" } } ```