Passage Technology Blog

Get the Insights You Need to Make Informed Decisions

Stories are an important tool that can help people process complex concepts and make connections. Having a clear picture of your data story allows your organization to make informed decisions — and Admins are perfectly positioned to uncover insights that can help organizations tell their data stories.

Stop Coding and Focus on Growing Your Partner Program

Passage Technology’s Helper Suite apps allow you to stop coding where you don't have to, so you can focus on the key goals for your partner program. The Helper Suite is an accelerator for sales operations and Salesforce Admins/power users, business analysts, and developers. The toolkit includes Rollup Helper, Lookup Helper, Prioritization Helper, and Storage Helper. 

Are you restricted by Master-Detail relationships? Do you find that you’re unable to create rollups on certain Objects or fields? Are you limited in your ability to create filtered rollups or face challenges in getting accurate and reliable rollup calculations?

In Salesforce, many businesses have a need to see aggregated data from child records on a parent record. For example, to show the sum or average of closed won Opportunities on a Custom Object, like Industry for example. There may also be a need to choose the first or last child record, and from that selection, display a key piece of text, such as the first Campaign that triggered a response at an Account.