Passage Technology Blog

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Easily Get the Data You Need with Rollup Helper + Lookup Helper

2024/08/05

See how others are finding new ways to achieve their goals in Salesforce® without code.

Some things are just a natural fit—they complement each other. Like campfires and s’mores, or bagels and cream cheese, Rollup Helper and Lookup Helper are a perfect combination. In this blog post, we’re exploring ways these two great apps can be used together.

Ask PT About Salesforce's “Last Activity” Field

2023/03/01

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


Three Customers Share Their Success Stories

2023/01/18

Expanding Innovation, Deepening Data Insights, and Taking Projects to the Next Level

Sometimes the best way to find out what our apps can do is to hear from those who use them everyday — customers like you.

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