Passage Technology Blog

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Ask PT About Listing All Grandchild Records on a Parent Record in Salesforce

2022/05/03

Dear PT, 

At our company, when a Case or Opportunity is created, the parent Account is not always known or identified at that time. This creates a significant amount of work later, trying to manually identify if there is an Account and what it might be. Also, we think it would be useful to have a top-down look at these relationships, viewing the parent Account and seeing a list of its child Accounts and their related objects. How could we accomplish this?

Gren P. Reant from Childwold, NY

Salesforce Admin Tips, Tools & How-to-Guides from Passage Technology

2021/04/14

At Passage Technology, our goal is to help you do more with Salesforce. We understand that the journey to becoming an Awesome Salesforce Admin can be a big undertaking as orgs become more customized and complex. 

Following is a collection of tips, tools, and shortcuts from our team that will help you and your users get the most out of your Salesforce.

Passage Technology Blog