Passage Technology Blog

Looking for ways to improve productivity and maximize efficiency? 

We’ve compiled our most popular use cases to help you get the most out of your Salesforce® data.  

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.

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.

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, 

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

It’s important to do a Salesforce Health Check periodically, so you can maximize the efficiency of your org and get valuable insights. 

Time Savers for Managing Data, Reports, and Projects 

At Passage Technology, our goal is to help you do more with Salesforce. We understand that the journey to becoming an Awesome Salesforce Admin can be a big undertaking as orgs become more customized and complex. 

Following is a collection of tips, tools, and shortcuts from our team that will help you and your users get the most out of your Salesforce.

In Salesforce, many businesses have a 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 for example. There may also be a need 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.