Passage Technology Blog

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?

Updated on 8-22-22 to compare Lookup Helper to Flows instead of Process Builder.

What is a Lookup?

It's human to avoid big changes, especially when it comes to adjustments that affect our work. So it's not surprising that while Salesforce introduced the Lightning UI in 2014, not every organization has adopted it yet. Some wanted to wait until the bugs worked out and more functionality was added. Others put it off, knowing it'd be a lot of work to support. However, that won't be an option forever.

Becoming an #AwesomeAdmin in Salesforce can be a daunting task. Orgs seem to be growing in their complexity due to increasing customization and there are countless apps on the AppExchange that can be installed that need to be configured and trained on. There is a lot of pressure on the Salesforce Administrator to create a seamless org and to make a perfect solution for all stakeholders.