2023/05/30
Here's a solution for a challenge that many people have experienced with Quotes in Salesforce®.
2023/05/30
Here's a solution for a challenge that many people have experienced with Quotes in Salesforce®.
2023/03/15
Dear PT,
At our company, we are looking to improve and streamline our customer onboarding process. We sell a number of products and services, and each has a repetitive process to properly deliver and onboard. Usually, we clone a number of Salesforce® Projects, and then make the changes necessary for that customer and purchase. As we’ve seen, this process is sometimes prone to errors and omissions. How can we make improvements?
Gus Towmer in Welcome, ON, Canada
2023/03/01
Dear PT,
At our company, we are having difficulties leveraging the default configuration for the Last Activity field in our Salesforce® org. We are looking for a convenient and efficient way for RevOps team members to know what happened in our last contact with a customer, but it’s difficult since activities are split into both Tasks and Events. And it would be nice if we didn’t have to spend time on coding and ongoing maintenance to achieve this. Can you help?
C. Last in NOLA
2022/12/09
Dear PT,
Our company displays products, quantity, and revenue on our Opportunity records. Unfortunately, the revenue figures are from the last 12 months to date, so the total may span two different years. We need to separate the revenue into two different categories, this year and last year. And we’d also like to display this information at the Account level. What do you suggest?
Rev. Nu Kalander from Fields, IN
2022/11/11
At Passage Technology, we put customers at the center of everything we do. That’s why we’re thrilled to announce that we’re launching our enhanced customer Support page.
2022/10/07
Dear PT,
Is there an easy way to show how many Tasks are left to be completed in an open Salesforce® Case? This would help us to manage resources better and ultimately be more productive as an organization. It also might prevent us from closing a Case before it’s truly complete.
O. Penntask from the OC2022/06/27
One of the most useful and popular features of Salesforce® is a rollup summary field. They’re great for moving information from one object to another. This might make you wonder, "What does Rollup Helper do differently?"
2021/11/11
We want to provide you with the information you need to achieve your goals.
2021/09/16
A recent Harvard Business Review study reports 62% of customers think having knowledgeable employees is the third most important aspect needed for a company to provide good customer service.
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.
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