Passage Technology Blog

One of the most useful and popular features of Salesforce® is a rollup summary field. They’re great for moving information from one object to another. This might make you wonder, "What does Rollup Helper do differently?"

Dear PT, 

With all of the Accounts our company manages, there is usually a point of contact who is the primary go-to person for the relationship. However, sometimes we engage a different (or wrong) Contact, bypassing the key point person. This happens with both human interactions and automated solutions. It may lead to confusion, miscommunication, and missed opportunities for all involved. How can we better address these situations?

Does your organization spend too much time fixing data problems? Consider these easy-to-implement tips—and then share your experiences to help others.

This issue features stories on how you can do more with Passage Technology’s Apps and Salesforce.

See How Our Customers are Taking Data Management to the Next Level

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

How Data Impacts Customer Experience

Just because you have access to tons of data, doesn’t always mean it’s being put to good use. Poor quality data can lead to significant losses.

This issue features stories on how you can do more with Passage Technology’s Apps and Salesforce.

Making Salesforce Data Work for You

Elon Musk once said, “I think you should always bear in mind that entropy is not on your side.”

Time Savers for Managing Data, Reports, and Projects