Passage Technology Blog

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

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.

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 

Winter Series Part II – Making Connections

We at Passage Technology are proud to announce that our popular e-book series, “Essential Guides for Business Transformation,” has been revised and updated for 2024.

• The Essential Guide for Admins & Developers
• The Essential Guide for Project Leaders
• The Essential Guide for Decision Makers

How Project Automation Can Help You Overcome Salesforce® Project Management Pain Points

Common pain points organizations often face with Salesforce Project Management are that Salesforce doesn’t have project, portfolio, or resource management capabilities within any Cloud. 

Dear PT, 

Our company’s IT department has a steady backlog of new projects and new processes to undertake. And they are good at what they do. However, each individual action plan is built from the ground up. Plus, they operate in a bit of a silo—other functions need to be involved to ensure success. We’d like to add project management discipline to these projects and process implementations. Where do we begin?

M. Plamentor in Silo, OK

Dear PT, 

In this competitive job market, with turnover increasing, productivity is a challenge. We need to get new employees at our company onboarded and up-to-speed as soon as possible.  We have a number of separate processes in place within Salesforce^® for both compliance and training. How might we take a more comprehensive approach to get better outcomes?

M. Ployer in Train, Germany

Dear PT, 

At our company, we are looking to improve and streamline our customer onboarding process. We sell a number of products and services, and each has a repetitive process to properly deliver and onboard. Usually, we clone a number of Salesforce^® Projects, and then make the changes necessary for that customer and purchase. As we’ve seen, this process is sometimes prone to errors and omissions. How can we make improvements?

Gus Towmer in Welcome, ON, Canada