Passage Technology Blog

In Salesforce, many businesses 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 Industry. They may always want to choose the first or last child record, and from that selection, display a key piece of text, such as the first Campaign that triggered a response at an Account. This sounds like it should be straight-forward to put together, but it could be more difficult to create than you'd think.

This issue features the latest company news and app updates!

Winter Series Part III – Actionable Insights & Project Management 

Winter Series Part II – Making Connections

Winter Series Part I – Peeling Back the Layers

Staying warm in the winter means adding layers of clothes and making adjustments for the weather. This blog peels back the layers, so you can see how technology can make a difference for nonprofits as they work toward their goals.

Dear PT, 

At our company, we view a retained dollar of revenue to be just as valuable as a new dollar. Even more so when you consider an unretained dollar needs to be replaced with a new dollar just to maintain flat revenue, which then hampers growth. So. . . how can we prevent churn and increase our retention rate along with cross- and upselling? Is there a data solution that identifies troubling signs early on when they can be corrected?

Lapser Chase from Retaine, Ireland

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Every quarter, G2 releases a series of objective reports on important software options on the market.

Dear PT, 

Managing data and data hygiene in Salesforce^® is a constant struggle at our company. Sometimes, incomplete data can be as damaging as bad data. With different people doing the data entry, it can be difficult to make sure the information is complete every time. For example, Opportunities may not have the key roles for the Contacts properly documented. Is there any easy way to identify and fix these data gaps?

Val I. Dayshon from Roll, AZ

In the racing movie "Talladega Nights," Ricky Bobby (played by Will Ferrell) says, “If you're not first, you’re last.”