Passage Technology Blog

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Ask PT About Managing IT Projects and Process Implementations in Salesforce

2023/08/14

Dear PT, 

Our company’s IT department has a steady backlog of new projects and new processes to undertake. And they are good at what they do. However, each individual action plan is built from the ground up. Plus, they operate in a bit of a silo—other functions need to be involved to ensure success. We’d like to add project management discipline to these projects and process implementations. Where do we begin?

M. Plamentor in Silo, OK

Ask PT About Prioritizing Rollup Updates in Salesforce

2023/06/12

Dear PT, 

We love Rollup Helper. We use it in so many ways. However, we work with a lot of different business segments, and would like to create rollups that only populate to certain parent objects—like only up to Customer Accounts instead of Prospects. Is there a way to filter our rollup results?

Phil Tearring from Parent, MN


Ask PT About Using Salesforce to Onboard New Employees

2023/05/04

Dear PT, 

In this competitive job market, with turnover increasing, productivity is a challenge. We need to get new employees at our company onboarded and up-to-speed as soon as possible.  We have a number of separate processes in place within Salesforce® for both compliance and training. How might we take a more comprehensive approach to get better outcomes?

M. Ployer in Train, Germany

Ask PT About Comparing Year-Over-Year Revenue to Date in Salesforce

2023/04/11

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


Ask PT About Using Salesforce to Onboard Customers

2023/03/15

Dear PT, 

At our company, we are looking to improve and streamline our customer onboarding process. We sell a number of products and services, and each has a repetitive process to properly deliver and onboard. Usually, we clone a number of Salesforce® Projects, and then make the changes necessary for that customer and purchase. As we’ve seen, this process is sometimes prone to errors and omissions. How can we make improvements?

Gus Towmer in Welcome, ON, Canada

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


Ask PT About Managing Date Shifting for Projects in Salesforce

2023/01/10

Dear PT, 

We use Salesforce® at our company, but we manage projects outside of Salesforce. This creates numerous challenges, and never more than when an established project plan has dates and deadlines that must be adjusted. Obviously, there is a ripple effect on the project, and most project planning software can handle that. However, when it comes to the associated projects and tasks that also reside in Salesforce, extra work is required, and it can be subject to error.  What can we do about this?

Ty M. Schiff in Gantt, AL

Ask PT How to See CY Revenue for Salesforce Opportunities or Accounts

2022/12/09

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

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