Passage Technology Blog

Filtered by data-rollups

Ask PT About Listing the Primary Contact on the Account Page 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

Ask PT About Using Formulas in Rollup Summaries in Salesforce

2022/03/29

Dear PT, 

At our company, we are having trouble seeing the number of open Projects with an Account or Opportunity. Can you help? Salesforce’s native rollup summary fields can’t be used with certain formulas, specifically formula fields with date functions. Hence, we can’t create the list of open projects as of today (or any other date).

Asov Toodae from Worksop, UK

Rollup Helper Becomes the 10 Millionth AppExchange Install

2022/02/15

Back in 2008, Jerry Reid and Brent Gossett couldn’t possibly imagine their app would eventually be the 10 millionth install on the Salesforce AppExchange. They were just trying to provide a solution for a client’s use of Salesforce.

Rollup Helper would later become one of the AppExchange’s most popular apps, installed into more than 60,000 orgs and counting. So when they recently learned their app was the 10 millionth install, it was totally unexpected, but not completely surprising given its universal popularity. (Check out our 10 Million Celebration Page)

Getting Essential Guidance to Innovate, Adapt, and Thrive

2021/09/08

Overcome Business Transformation Challenges & Extend Salesforce®

There’s a saying that life is not about the destination—it’s about the journey. Business transformation is an ongoing journey that accelerated during the past year and has continued. Typically when organizations undergo a business transformation it's in response to a change like the global pandemic. But the reality is that change is happening all around us. It's a constant in life—and in business.

Passage Technology Blog