Passage Technology Blog

Salesforce Data Cloud Preparation Tools and Resources

Admins need all the help they can get.

This issue features the latest company news and app updates!

Dear PT, 

Managing data and data hygiene in Salesforce^® is a constant struggle at our company. Sometimes, incomplete data can be as damaging as bad data. With different people doing the data entry, it can be difficult to make sure the information is complete every time. For example, Opportunities may not have the key roles for the Contacts properly documented. Is there any easy way to identify and fix these data gaps?

Val I. Dayshon from Roll, AZ

In the racing movie "Talladega Nights," Ricky Bobby (played by Will Ferrell) says, “If you're not first, you’re last.” 

This issue features the latest company news and app updates!

Today is the perfect day to let your Admin know how much you appreciate them. 

Dear PT, 

We love Rollup Helper. We use it in so many ways. However, we work with a lot of different business segments, and would like to create rollups that only populate to certain parent objects—like only up to Customer Accounts instead of Prospects. Is there a way to filter our rollup results?

Phil Tearring from Parent, MN

Great opportunities often start by making connections.  

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