Passage Technology Blog

Filtered by customer-support

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

We're Here for You

2022/11/11

New Support Page Provides Easy Access to Resources & Options

At Passage Technology, we put customers at the center of everything we do. That’s why we’re thrilled to announce that we’re launching our enhanced customer Support page. 

Ask PT About Prioritizing Salesforce Open Cases Based on Open Tasks

2022/10/07

Dear PT, 

Is there an easy way to show how many Tasks are left to be completed in an open Salesforce® Case? This would help us to manage resources better and ultimately be more productive as an organization. It also might prevent us from closing a Case before it’s truly complete.

O. Penntask from the OC

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?

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