Passage Technology Blog

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

Successful Salesforce Optimization Starts With Discovery and Planning

We understand that no matter how complex your Salesforce® optimization project is, a successful initiative starts with discovery. What kind of a business outcome are you looking to achieve? Is your goal to increase sales, reduce costs, improve profitability, or are your business outcomes more qualitative? To learn more about planning, read our blog post: 

Walt Disney once said, “It’s kind of fun to do the impossible.”

Have you been told something you want to achieve in Salesforce® is impossible? You're not alone. Check out the following stories to see how the impossible becomes possible.

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

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

This issue features our Development Services and gives you the inside scoop on the latest Rollup Helper, Lookup Helper, and Milestones PM+ updates.

Successful Salesforce® Optimization Starts with Discovery and Planning

The best chefs in the world know a great meal starts with mise en place. It’s a French term for having all of your ingredients prepped and your equipment at hand. The same is true when undergoing a Salesforce data migration, org migration, or app integration.

See How Our Customers are Taking Data Management to the Next Level

We appreciate how the financial services and accounting industries help us keep things running smoothly during tax season and all year long. (It makes it more bearable.) As part of celebrating their contributions, we’re sharing the latest industry trends and our top financial services customer successes.