Passage Technology Blog

Filtered by customer-support

Introducing Passage Technology’s Knowledge Base

2021/09/16

A New Support Option for Our Customers

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.

Salesforce Admin Tips, Tools & How-to-Guides from Passage Technology

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.

How You Can Achieve Your Rollup Goals With Rollup Helper

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?

Roll-up Solution When a Roll-up Summary Field Can't be Used and Process Builder Doesn't Fire on Delete

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.

Past Webinars

2017/05/04

View Our Recorded Webinars

Interested in seeing our completed webinars? Select from the list below to view the recorded videos.

Passage Technology Blog