Passage Technology Blog

July 1 Marks the 5th Annual Database Administrators Appreciation Day

Database Administrators work behind the scenes to keep their Salesforce org running smoothly. They do everything from creating reports and automating complex business processes, to training users on Salesforce – all while helping their teams stay efficient and on top of things.

One of the most useful and popular features of Salesforce® is a rollup summary field. They’re great for moving information from one object to another. This might make you wonder, "What does Rollup Helper do differently?"

Dear PT, 

With all of the Accounts our company manages, there is usually a point of contact who is the primary go-to person for the relationship. However, sometimes we engage a different (or wrong) Contact, bypassing the key point person. This happens with both human interactions and automated solutions. It may lead to confusion, miscommunication, and missed opportunities for all involved. How can we better address these situations?

Does your organization spend too much time fixing data problems? Consider these easy-to-implement tips—and then share your experiences to help others.

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

See How Our Customers are Taking Data Management to the Next Level

We appreciate how the financial services and accounting industries help us keep things running smoothly during tax season and all year long. (It makes it more bearable.) As part of celebrating their contributions, we’re sharing the latest industry trends and our top financial services customer successes.

Dear PT, 

At our company, we are having trouble seeing the number of open Projects with an Account or Opportunity. Can you help? Salesforce’s native rollup summary fields can’t be used with certain formulas, specifically formula fields with date functions. Hence, we can’t create the list of open projects as of today (or any other date).

Asov Toodae from Worksop, UK

How Data Impacts Customer Experience

Just because you have access to tons of data, doesn’t always mean it’s being put to good use. Poor quality data can lead to significant losses.

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

Back in 2008, Jerry Reid and Brent Gossett couldn’t possibly imagine their app would eventually be the 10 millionth install on the Salesforce AppExchange. They were just trying to provide a solution for a client’s use of Salesforce.

Rollup Helper would later become one of the AppExchange’s most popular apps, installed into more than 60,000 orgs and counting. So when they recently learned their app was the 10 millionth install, it was totally unexpected, but not completely surprising given its universal popularity. (Check out our 10 Million Celebration Page)