Passage Technology Blog

Filtered by data-quality

Solutions That Help Salesforce Business Analysts Succeed

2025/03/06

The role of a Salesforce® Business Analyst is a uniquely strategic one. There is no universal formula or blueprint for executing the responsibilities. Since no two businesses are identical, every problem they uncover, research and aim to solve requires a customized approach. When they are successful, Salesforce Business Analysts can have an outsized impact on their organizations.

Solutions That Help Salesforce Admins Succeed

2024/11/12

The role of a Salesforce® Admin is vitally important to many functions within a business. But these people can get pulled in many different directions at the same time. There’s only so much time and much to be done to move the business forward and drive transformation.

Instituting a Uniform, Repeatable Process for New Salesforce Record Creation

2024/08/19

One of the challenges for optimizing the use of Salesforce® is that many different users create the records stored in the platform. This creates the potential for wide variances in how the records are created and the information they contain. This lack of uniformity can make it difficult to find and unearth actionable insights across numerous business functions.

Building and Implementing a Sound Data Governance Program

2024/05/20

A key responsibility of every business’s IT and Analytics department is to establish and execute a comprehensive data governance program. Executive leadership teams view this function as vital to a company’s overall risk management and growth potential—and with good reason. This applies to businesses of all sizes, from small to very large.

Tips for Executing an Effective Data Quality Strategy

2024/04/30

A business’s operations, and its resulting success, are highly dependent upon the quality of the data it uses. This truism is universally accepted. Data impacts every facet of the business, and with the growing use of AI, the business must be proactive in its data quality strategy.

7 Challenges Salesforce Admins Face & How Our Admin Apps Solve Them

2023/10/05

Do More with a Little Help from Your Friends

Like the Beatles’ song, when you have a little help from your friends, you can do so much more. 

An accelerator for Salesforce Admins/power users, business analysts, and developers, Passage Technology’s "Admin Apps" allow you to stop coding where you don't have to, so you can focus on your organization's key goals. 

Ask PT About Making Sure Contact Roles Are Documented in Salesforce

2023/09/21

Dear PT, 

Managing data and data hygiene in Salesforce® is a constant struggle at our company. Sometimes, incomplete data can be as damaging as bad data. With different people doing the data entry, it can be difficult to make sure the information is complete every time. For example, Opportunities may not have the key roles for the Contacts properly documented. Is there any easy way to identify and fix these data gaps?

Val I. Dayshon from Roll, AZ

Ask PT About Avoiding the Creation of Duplicate Records in Salesforce

2023/03/29

Dear PT, 

At our company, when users create a Salesforce® Contact, a search is done to find if the related Account is already in our records. If they don’t find an Account, then one is created. This manual process sometimes results in duplicate Accounts being created, with identical information or differing information. Data quality suffers, relationship management is affected, and then time and resources are wasted fixing the problems. There has to be a better way.

Bette R. Dada-Highjeene from Dublin, OH

Passage Technology Blog Next
Chat Offline
Contact Us Here