Passage Technology Blog

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. 

Last updated 1/30/25

There are significant limitations with the roll-up summary fields provided out of the box in Salesforce. If you are curious to learn more about the limitations, check out the resource links at the bottom of the blog.

All businesses, whether they are for-profit or not-for-profit, have a bottom line and keeping the organization’s expenses in check is a main goal. Part of a healthy company is investing in tools or technology to assist in growth and another part is in not spending unnecessarily.  

Salesforce is an example of one of the investments companies make to enable growth. Being a multi-tenant environment, there are limits in place in order to ensure that our orgs perform consistently. One such area is Storage.