September 30, 2020
Are you restricted by Master-Detail relationships? Do you find that you’re unable to create rollups on certain Objects or fields? Are you limited in your ability to create filtered rollups or face...
|View post||Tags: Custom Object, Limit Rollups, Rollup Helper, Scheduled Rollups, Healthcare, Financial Services, Declarative Lookup Roll-Up Summaries, Salesforce, Admin, Passage Technology, health check data, AskNicely, real-time data|
|View post||Tags: Project Management, Rollup Helper, Milestones PM+, Prioritization Helper, Data Analysis Helper, Salesforce, Admin, covid-19, ppe inventory, health check data, remote work productivity, staggered shifts|
August 7, 2019
Last updated 1/11/2021
There are significant limitations with the roll-up summary fields provided out of the box in Salesforce. If you are curious to learn more about the limitations, check out the...
|View post||Tags: Rollup Helper, Rollup, Declarative Lookup Roll-Up Summaries, DLRS|
October 17, 2018
Passage Technology, an ISV and consulting partner with Salesforce, is excited for a Smarter AppExchange with the launch of Smarter Recommendations.
|View post||Tags: Event, Rollup Helper|
September 15, 2017
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...
|View post||Tags: Rollup Helper|