Passage Technology Blog

Filtered by hierarchy-rollups

Bringing it all Together: Telling Your Data Story

2022/08/15

Get the Insights You Need to Make Informed Decisions

Stories are an important tool that can help people process complex concepts and make connections. Having a clear picture of your data story allows your organization to make informed decisions and Admins are perfectly positioned to uncover insights that can help organizations tell their data stories.

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

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