Passage Technology Blog

This issue features the latest company news and app updates!

Today is the perfect day to let your Admin know how much you appreciate them. 

Dear PT, 

We love Rollup Helper. We use it in so many ways. However, we work with a lot of different business segments, and would like to create rollups that only populate to certain parent objects—like only up to Customer Accounts instead of Prospects. Is there a way to filter our rollup results?

Phil Tearring from Parent, MN

Here's a solution for a challenge that many people have experienced with Quotes in Salesforce®.

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

Successful Salesforce Optimization Starts With Discovery and Planning

We understand that no matter how complex your Salesforce® optimization project is, a successful initiative starts with discovery. What kind of a business outcome are you looking to achieve? Is your goal to increase sales, reduce costs, improve profitability, or are your business outcomes more qualitative? To learn more about planning, read our blog post: 

Dear PT, 

Comparisons can be an important factor in forecasting. At our company, we’d like to compare this partial year’s revenue Opportunity total for an Account to the same time period in the previous year. Are we going up, down, or flat? Salesforce^® doesn't do this out of the box. Can Rollup Helper help us?

Totul Todayt from Trend, Denmark

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, 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.