Passage Technology Blog

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?"

What is technical debt?

The easiest explanation is that hardware, software, or technical processes you implement now may not work in the future. This can manifest in many ways. When you're under pressure to put something together quickly, this can result in bugs that will take a lot of time to fix (possibly more time than doing it correctly the first time). Technical debt can also manifest when you move information over from a legacy system, or it can be something that needs to be fixed with better documentation to help user adoption or ensure people use the tools correctly.

Does your organization spend too much time fixing data problems? Consider these easy-to-implement tips—and then share your experiences to help others.

Time Savers for Managing Data, Reports, and Projects 

In certain respects, the greatest benefits of using the Salesforce® platform are often directly associated with its greatest challenges.

Setting Up Salesforce

Salesforce is more than a CRM company now—it has a multitude of cloud- and industry-focused solutions and a large marketplace of consulting and app vendors available to customize it via the Salesforce AppExchange. The platform requires a high degree of customization (and most likely packaged apps) to meet your needs; it’s just not a set of licenses you are buying from Salesforce. So by design it can be incredibly helpful for many companies to establish a strategy for implementing Salesforce.

Stop Coding and Focus on Growing Your Partner Program

Passage Technology’s Admin apps allow you to stop coding where you don't have to, so you can focus on the key goals for your partner program. Our apps are an accelerator for sales operations and Salesforce Admins/power users, business analysts, and developers. Our Admin apps include Rollup Helper, Lookup Helper, Prioritization Helper, and Data Quality Helper. 

At Passage Technology, our goal is to help you do more with Salesforce. We understand that the journey to becoming an Awesome Salesforce Admin can be a big undertaking as orgs become more customized and complex. 

Following is a collection of tips, tools, and shortcuts from our team that will help you and your users get the most out of your Salesforce.

Are you restricted by Master-Detail relationships? Do you find that you’re unable to create rollups on certain Objects or fields? Are you limited in your ability to create filtered rollups or face challenges in getting accurate and reliable rollup calculations?