Passage Technology Blog

Filtered by lookup-helper

Ask PT About Displaying Products From an Account’s Opportunities

2023/05/17

Dear PT, 

When viewing an Account page in Salesforce®, our company’s users would like to see a list view of the Opportunity Products associated with the Account’s various Opportunities. Is there an easy way to do this?

Attah Glence from Product Point, Nigeria

Ask PT About Avoiding the Creation of Duplicate Records in Salesforce

2023/03/29

Dear PT, 

At our company, when users create a Salesforce® Contact, a search is done to find if the related Account is already in our records. If they don’t find an Account, then one is created. This manual process sometimes results in duplicate Accounts being created, with identical information or differing information. Data quality suffers, relationship management is affected, and then time and resources are wasted fixing the problems. There has to be a better way.

Bette R. Dada-Highjeene from Dublin, OH

Ask PT About Using Automation to Assign Leads to Accounts in Salesforce

2023/01/25

Dear PT, 

Like many Salesforce® users, we have to manually assign Leads to their related Account. Of course, this opens up the potential for errors. It would be nice if we could automate this process and then notify the correct salesperson about the new Lead. Any thoughts on how we could easily do this?

Dom Main from Lincoln, NE

Three Customers Share Their Success Stories

2023/01/18

Expanding Innovation, Deepening Data Insights, and Taking Projects to the Next Level

Sometimes the best way to find out what our apps can do is to hear from those who use them everyday — customers like you.

Apps Help Fill Salesforce Gaps for E-commerce Businesses

2022/12/15

Taking Customer Relationship Management, Ordering, and Inventory to the Next Level

Recent survey findings from Gartner show that businesses are relying on technology now more than ever as they deal with issues like fuel shortages, supply chain disruptions, inflation, as well as growing customer expectations. Gartner’s “Software Market Insights: Retail and E-Commerce Software” report finds that more than 73% of retailers anticipate increasing their investments for store technology.

Passage Technology Blog Next