Passage Technology Blog

Filtered by rollup-helper

Ask PT About Using Formulas in Rollup Summaries in Salesforce

2022/03/29

Dear PT, 

At our company, we are having trouble seeing the number of open Projects with an Account or Opportunity. Can you help? Salesforce’s native rollup summary fields can’t be used with certain formulas, specifically formula fields with date functions. Hence, we can’t create the list of open projects as of today (or any other date).

Asov Toodae from Worksop, UK

Introducing Passage Technology’s Knowledge Base

2021/09/16

A New Support Option for Our Customers

A recent Harvard Business Review study reports 62% of customers think having knowledgeable employees is the third most important aspect needed for a company to provide good customer service.

How You Can Achieve Your Rollup Goals With Rollup Helper

2020/09/30

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 challenges in getting accurate and reliable rollup calculations?

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