Passage Technology Blog

This issue gives you Salesforce® tips and resources, as well as our latest app news, and more!

No matter how well a project is planned and executed, there are often factors beyond our control that can throw a project off course.

The double-edged sword of Salesforce is that you have the capability to customize it, but it can be difficult to achieve the vision you want depending on the experience of your current development team, or the technical debt residing in your org(s). Custom development projects are vital for enhancing efficiency and productivity within your organization. Don't overlook the significance of these projects, as they require a substantial investment of both time and money to do things the right way. Like most things in life, the best way to ensure success is to have the right foundations. Before hitting "start" on your next project, make sure you have all of these items in place.

The role of a Salesforce^® Business Analyst is a uniquely strategic one. There is no universal formula or blueprint for executing the responsibilities. Since no two businesses are identical, every problem they uncover, research and aim to solve requires a customized approach. When they are successful, Salesforce Business Analysts can have an outsized impact on their organizations.

The role of an IT Manager requires simultaneously seeing the big picture while focusing on specific issues. Information technology is pervasive in a business enterprise, affecting many different people and initiatives. And just as those numerous activities depend on solutions provided by the IT department, the IT department itself needs its own set of solutions to keep their own operations humming.

New Rollup Helper Feature & Milestones PM+ Settings!

The role of a Project Manager requires a multi-disciplinary approach. The good ones have a skillset that is wide and deep. They figuratively have to juggle many balls in the air at the same time. Every function in the business, and the business as a whole, depends on capable project management leaders and project management tools.

Dear PT, 

At our company, we automate many business processes using Salesforce^® Flow. We are having difficulties integrating these automated processes into our project management function. How can we create a comprehensive PM function tied to our Salesforce usage?

Starr Terpeck in Tool, TX

Questions to ask before getting started.

It’s important to make the most of your investment – from initial setup and customizations to automation and analytics.

Winter Series Part III – Actionable Insights & Project Management