Passage Technology Blog

This issue features stories on how you can do more with Passage Technology's Apps and Salesforce.

Project Management, Rollup Helper, Lookup Helper, Milestones PM+, Prioritization Helper, Data Analysis Helper, Salesforce, Admin, Passage Technology, Salesforce Admin, Pledge 1%, Rollup Filters, DLRS Converter, custom Apex code, Essential Guides for Business Transformation, use case deployment, Lightning Gantt chart, parent filtering

This issue features stories on how you can do more with Passage Technology's Apps and Salesforce.

Custom Object, Project Management, Rollup Helper, Lookup Helper, Milestones PM+, Sales Performance Intelligence, Data Analysis Helper, Territory and Segmentation Intelligence, Salesforce, Admin, Passage Technology, covid-19, Salesforce Admin, Pledge 1%, Rollup Filters, DLRS Converter

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...

Custom Object, Rollup Helper, Rollup Summary Field, Rollup Filters, master-detail, Process Builder, advanced currency management