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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.

How to Jump Start Your Project Management in Salesforce

2016/06/10

Let's face it: project planning is next to impossible with an unorganized and underutilized Salesforce platform. Inconveniently placed data is a major frustration for anyone tasked with the responsibility of running reports. We have a few add-ons to Milestones PM+ that will enhance your project management workflow. We’ve also compiled a few use cases for each of the various add-ons below along with install instructions to make the process even easier:

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