Passage Technology Blog

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

Do More with a Little Help from Your Friends

Like the Beatles’ song, when you have a little help from your friends, you can do so much more. 

An accelerator for sales operations and Salesforce...

Custom Object, Helper Suite, Rollup Helper, Lookup Helper, Data Storage, Storage Helper, Prioritization Helper, Passage Technology, user adoption, building reports in Salesforce, duplicate records

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...

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

Coupled with Work.com's Workplace Command Center resources, Passage Technology’s apps can make reopening your business easier. 

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

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...

Rollup Helper, Rollup, Declarative Lookup Roll-Up Summaries, DLRS

Passage Technology, an ISV and consulting partner with Salesforce, is excited for a Smarter AppExchange with the launch of Smarter Recommendations.

Event, Rollup Helper

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...

Rollup Helper