Passage Technology Blog

Dear PT, 

At our company, we are having difficulties leveraging the default configuration for the Last Activity field in our Salesforce^® org. We are looking for a convenient and efficient way for RevOps team members to know what happened in our last contact with a customer, but it’s difficult since activities are split into both Tasks and Events. And it would be nice if we didn’t have to spend time on coding and ongoing maintenance to achieve this. Can you help?

C. Last in NOLA

This issue features the latest company news along with Lookup Helper and Milestones PM+ updates.

Whether choosing in-house or outsourced administration, there are many considerations to achieve the ultimate goal of efficiency

Expanding Innovation, Deepening Data Insights, and Taking Projects to the Next Level

Sometimes the best way to find out what our apps can do is to hear from those who use them everyday — customers like you.

Taking Customer Relationship Management, Ordering, and Inventory to the Next Level

Recent survey findings from Gartner show that businesses are relying on technology now more than ever as they deal with issues like fuel shortages, supply chain disruptions, inflation, as well as growing customer expectations. Gartner’s “Software Market Insights: Retail and E-Commerce Software” report finds that more than 73% of retailers anticipate increasing their investments for store technology.

Dear PT, 

Our company displays products, quantity, and revenue on our Opportunity records. Unfortunately, the revenue figures are from the last 12 months to date, so the total may span two different years. We need to separate the revenue into two different categories, this year and last year. And we’d also like to display this information at the Account level. What do you suggest?

Rev. Nu Kalander from Fields, IN

This issue features Rollup Helper news along with the latest Lookup Helper and Milestones PM+ updates.

Dear PT, 

Is there an easy way to show how many Tasks are left to be completed in an open Salesforce^® Case? This would help us to manage resources better and ultimately be more productive as an organization. It also might prevent us from closing a Case before it’s truly complete.

Rollups are often necessary to get data on Objects or to build reports, but there are several limitations.

One of the biggest obstacles is that standard rollups can only be used between Objects with a Master-Detail relationship. This results in Admins turning to other tools to create rollups when they are between Objects with a Lookup relationship, or even when they need to create hierarchy rollups within the same Object. Users can be tempted to create these rollups with Flow, but as we describe further, there are limitations in Flow. Our AppExchange app, Rollup Helper, offers significant advantages over Flow as it is a tool purposely built to create and manage all your rollup needs.

Dear PT, 

Buyer expectations are rapidly evolving. Now you can measure buyer intent in nearly real-time. However, at our company, our new Lead response time is often measured in days, not hours. Studies show that best practices require a response measured in minutes. Any ideas on how we can extend Salesforce^® capabilities to make this internal improvement?

Hawt Leede from Prospect Heights, IL