Passage Technology Blog

Dear PT, 

At our company, we are having difficulties leveraging the default configuration for the Last Activity field in our Salesforce^® org. We are looking for a convenient and efficient way for RevOps team members to know what happened in our last contact with a customer, but it’s difficult since activities are split into both Tasks and Events. And it would be nice if we didn’t have to spend time on coding and ongoing maintenance to achieve this. Can you help?

C. Last in NOLA

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

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, a lot of people stumble upon the option later in their career. Maybe you're transitioning into tech and see Salesforce as a big player. Or maybe you're a sales manager who loves the CRM and you love administering it.

Whatever the case, we understand why the 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 is 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 a 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, 

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

Dear PT, 

Is there an easy way to show how many Tasks are left to be completed in an open Salesforce^® Case? This would help us to manage resources better and ultimately be more productive as an organization. It also might prevent us from closing a Case before it’s truly complete.

How Clean, Real-time Data Can Open a World of New Possibilities

Benjamin Disraeli once said, “Change is inevitable. Change is constant.” And in the world of data, change happens at lightning speed. To give you an idea of just how fast data changes–Salesforce® reports that every 30 minutes, 120 business addresses change, and 75 phone numbers change.

Dear PT, 

We need to better aggregate our data so various business functions can create insights. On a number of Objects, we need a way to easily rollup records scattered across numerous child, parent, and grand-parent hierarchies—for example, Accounts. However, our company has limited developer resources internally. So when we need a solution, we have to pay for outsourcing. This can be expensive, but often it is more expensive to not obtain that solution, in terms of productivity and competitiveness. Are there other options to coding?

Rhee Layshuns in Progress, PA

July 1 Marks the 5th Annual Database Administrators Appreciation Day

Database Administrators work behind the scenes to keep their Salesforce org running smoothly. They do everything from creating reports and automating complex business processes, to training users on Salesforce – all while helping their teams stay efficient and on top of things.

One of the most useful and popular features of Salesforce® is a rollup summary field. They’re great for moving information from one object to another. This might make you wonder, "What does Rollup Helper do differently?"