Passage Technology Blog

Filtered by data-rollups

Ask PT About Uncovering Data in Salesforce to Prevent Customer Churn

2023/11/30

Dear PT, 

At our company, we view a retained dollar of revenue to be just as valuable as a new dollar. Even more so when you consider an unretained dollar needs to be replaced with a new dollar just to maintain flat revenue, which then hampers growth. So. . . how can we prevent churn and increase our retention rate along with cross- and upselling? Is there a data solution that identifies troubling signs early on when they can be corrected?

Lapser Chase from Retaine, Ireland

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 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 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 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 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

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

Ask PT About Creating Hierarchy Rollups in Salesforce Without Coding

2022/07/28

Dear PT, 

We need to better aggregate our data so various business functions can create insights. On a number of Objects, we need a way to easily rollup records scattered across numerous child, parent, and grand-parent hierarchies—for example, Accounts. However, our company has limited developer resources internally. So when we need a solution, we have to pay for outsourcing. This can be expensive, but often it is more expensive to not obtain that solution, in terms of productivity and competitiveness. Are there other options to coding?

Rhee Layshuns in Progress, PA

Ask PT About Listing the Primary Contact on the Account in Salesforce

2022/05/26

Dear PT, 

With all of the Accounts our company manages, there is usually a point of contact who is the primary go-to person for the relationship. However, sometimes we engage a different (or wrong) Contact, bypassing the key point person. This happens with both human interactions and automated solutions. It may lead to confusion, miscommunication, and missed opportunities for all involved. How can we better address these situations?

M. Istor-Wright from The Keys, FL

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