Passage Technology Blog

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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

Ask PT About Viewing Open Cases on Salesforce Contact or Account Level

2022/11/11

Dear PT, 

Salesforce® functionality will let you view open Cases within your org. However, sometimes there are situations where it would be useful to view this information on a more granular level, for specific Contacts or Accounts. How could our company set up this at-a-glance list view, which also has filters for priority and status?

O. Pennliste from Caseville, MI

Ask PT About Reducing Response Time with New Leads in Salesforce

2022/09/23

Dear PT, 

Buyer expectations are rapidly evolving. Now you can measure buyer intent in nearly real-time. However, at our company, our new Lead response time is often measured in days, not hours. Studies show that best practices require a response measured in minutes. Any ideas on how we can extend Salesforce® capabilities to make this internal improvement?

Hawt Leede from Prospect Heights, IL

Ask PT About Viewing Account Information on a Lead in Salesforce

2022/07/12

Dear PT, 

With Salesforce® Contacts, you can view their Account information. But at our company, we like to classify leads as Leads, not as Contacts. But Leads don’t display Account information. How can we extend Salesforce to get this functionality?

Moe Enfo from Lead Mine, WI

Ask PT About Listing Grandchild Records on 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

Passage Technology Blog