Passage Technology Blog

This issue features strategies and tips for getting more out of your Salesforce®, plus our latest app updates and customer story!

This issue features the latest company news and app updates!

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

This issue features the latest company news and app updates!

How Retailers & Other Organizations Can Use Salesforce^® Apps to Optimize Data

How Salesforce Apps Transform Billing Processes, Delivering Real-time Data and Automating Workflows

Inefficient processes not only waste time, they cost organizations millions of dollars a year. “Some organizations are losing up to $1.3 million a year due to inefficient tasks weighing employees down, according to a report by Formstack and Mantis Research which surveyed 2,000 workers,” said CIO Dive in their article, "Businesses can lose up to $1.3M a year on inefficient processes."

Questions to ask before getting started.

It’s important to make the most of your investment – from initial setup and customizations to automation and analytics.

In Salesforce, many businesses need to see aggregated data from child records on a parent record. For example, to show the sum or average of closed won Opportunities on a Custom Object, like Industry. They may always want to choose the first or last child record, and from that selection, display a key piece of text, such as the first Campaign that triggered a response at an Account. This sounds like it should be straight-forward to put together, but it could be more difficult to create than you'd think.

This issue features the latest company news and app updates!

We at Passage Technology are proud to announce that our popular e-book series, “Essential Guides for Business Transformation,” has been revised and updated for 2024.

• The Essential Guide for Admins & Developers
• The Essential Guide for Project Leaders
• The Essential Guide for Decision Makers