Passage Technology Blog

Filtered by rollup-helper

Ask PT How to See CY Revenue for Salesforce Opportunities or Accounts

2022/12/09

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

Ask PT About Prioritizing Salesforce Open Cases Based on Open Tasks

2022/10/07

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.

O. Penntask from the OC

Advantages Rollup Helper Has Over Flow

2022/09/27

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.

Ask PT About Reducing Response Time with New Leads in Salesforce

2022/09/23

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

Bringing it all Together: Telling Your Data Story

2022/08/15

Get the Insights You Need to Make Informed Decisions

Stories are an important tool that can help people process complex concepts and make connections. Having a clear picture of your data story allows your organization to make informed decisions and Admins are perfectly positioned to uncover insights that can help organizations tell their data stories.

Data Pain: Duplicate Records, Incomplete Contacts & Disparate Systems

2022/08/05

How Clean, Real-time Data Can Open a World of New Possibilities

Benjamin Disraeli once said, “Change is inevitable. Change is constant.” And in the world of data, change happens at lightning speed. To give you an idea of just how fast data changes–Salesforce® reports that every 30 minutes, 120 business addresses change, and 75 phone numbers change.

Ask PT About Creating Hierarchy Rollups in Salesforce Without Coding

2022/07/28

Dear PT, 

We need to better aggregate our data so various business functions can create insights. On a number of Objects, we need a way to easily rollup records scattered across numerous child, parent, and grand-parent hierarchies—for example, Accounts. However, our company has limited developer resources internally. So when we need a solution, we have to pay for outsourcing. This can be expensive, but often it is more expensive to not obtain that solution, in terms of productivity and competitiveness. Are there other options to coding?

Rhee Layshuns in Progress, PA

Ask PT About Viewing Account Information on a Lead in Salesforce

2022/07/12

Dear PT, 

With Salesforce® Contacts, you can view their Account information. But at our company, we like to classify leads as Leads, not as Contacts. But Leads don’t display Account information. How can we extend Salesforce to get this functionality?

Moe Enfo from Lead Mine, WI

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