Passage Technology Blog

Every quarter, G2 releases a series of objective reports on important software options on the market.

Dear PT, 

Managing data and data hygiene in Salesforce^® is a constant struggle at our company. Sometimes, incomplete data can be as damaging as bad data. With different people doing the data entry, it can be difficult to make sure the information is complete every time. For example, Opportunities may not have the key roles for the Contacts properly documented. Is there any easy way to identify and fix these data gaps?

Val I. Dayshon from Roll, AZ

This issue features the latest company news and app updates!

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.