Passage Technology Blog

AppExchange apps are designed to work for most customers, most of the time, but no two Salesforce® orgs use the same processes, data model, or integrations. The question then isn’t “Is this app good?” — but rather “Is it right for how we work?”

If you’re deciding whether to enhance a Salesforce app you already use or replace it with something new, here are key factors to think about.

Popular Milestones PM+ Knowledge Base Articles for getting started with a structured project management approach.

Make a plan and consider your options.

Start by streamlining your data.

The double-edged sword of Salesforce is that you have the capability to customize it, but it can be difficult to achieve the vision you want depending on the experience of your current development team, or the technical debt residing in your org(s). Custom development projects are vital for enhancing efficiency and productivity within your organization. Don't overlook the significance of these projects, as they require a substantial investment of both time and money to do things the right way. Like most things in life, the best way to ensure success is to have the right foundations. Before hitting "start" on your next project, make sure you have all of these items in place.

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.

Customization Beyond Limits: How Apps & Services Can Tailor Salesforce® to Customer Needs

When there are almost 3,000 consulting partners for Salesforce on the AppExchange, it might seem like it's harder to narrow down which one is right for you than snagging front row tickets to the Eras Tour. Not to worry! Here is a list of questions and qualifications to find a consultant that matches your project needs best. With these tips, you'll be placed at the front of the pre-sale line. (If you're looking for information about Salesforce implementations rather than custom development, check out this blog instead.) 

Questions to ask before getting started.

It’s important to make the most of your investment – from initial setup and customizations to automation and analytics.

This issue features the latest company news along with Rollup Helper, Lookup Helper, and Milestones PM+ updates.