Passage Technology Blog

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.

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.