Passage Technology Blog

Achieving more with fewer resources is a challenge many business leaders are facing in the current economic climate.

According to Gartner’s 2023 Software Buying Trends report, “Budgets are getting tighter and leaders are forced to figure out how to do more with less.”

This issue features the latest company news and app updates!

As part of our 15-year anniversary, we're celebrating customers and their stories!

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

Great opportunities often start by making connections.  

When your organization’s data is connected, this can open up new opportunities.

This issue features the latest company news along with Rollup Helper, Lookup Helper, and Milestones PM+ updates.

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

Looking for ways to improve productivity and maximize efficiency? 

We’ve compiled our most popular use cases to help you get the most out of your Salesforce® data.  

This issue features the latest company news along with Lookup Helper and Milestones PM+ updates.

Whether choosing in-house or outsourced administration, there are many considerations to achieve the ultimate goal of efficiency