Passage Technology Blog

The role of a Project Manager requires a multi-disciplinary approach. The good ones have a skillset that is wide and deep. They figuratively have to juggle many balls in the air at the same time. Every function in the business, and the business as a whole, depends on capable project management leaders and project management tools.

In Salesforce, many businesses need to see aggregated data from child records on a parent record. For example, to show the sum or average of closed won Opportunities on a Custom Object, like Industry. They may always want to choose the first or last child record, and from that selection, display a key piece of text, such as the first Campaign that triggered a response at an Account. This sounds like it should be straight-forward to put together, but it could be more difficult to create than you'd think.