2022/06/27
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?"
2021/11/11
We want to provide you with the information you need to achieve your goals.
2021/09/16
A recent Harvard Business Review study reports 62% of customers think having knowledgeable employees is the third most important aspect needed for a company to provide good customer service.
2021/04/14
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.
2020/09/30
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?
2020/06/25
How-to Guide: Easily customize the Salesforce mobile app's default navigation menu (featuring Milestones PM+)
2020/05/08
Here's a solution for a challenge that many people have experienced with Quotes in Salesforce®.
2019/08/07
Last updated 1/10/2022
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.
2017/09/15
In Salesforce, many businesses have a need to see aggregated data from child records on a parent record. For example, to show the sum or average of closed won Opportunities on a Custom Object, like Industry for example. There may also be a need to choose the first or last child record, and from that selection, display a key piece of text, such as the first Campaign that triggered a response at an Account.
2017/05/04
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