Passage Technology Blog

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Easily Get the Data You Need with Rollup Helper + Lookup Helper

2024/08/05

See how others are finding new ways to achieve their goals in Salesforce® without code.

Some things are just a natural fit—they complement each other. Like campfires and s’mores, or bagels and cream cheese, Rollup Helper and Lookup Helper are a perfect combination. In this blog post, we’re exploring ways these two great apps can be used together.

Harmonizing Data to Get a Single, Unified View of Customers

2024/04/10

How Retailers & Other Organizations Can Use Salesforce® Apps to Optimize Data

When you hear a great song, one of the things you might notice is how everything flows together — the melody and the rhythm perfectly in sync. Like music, your data also needs to be arranged and organized in order to work together harmoniously.

Roll-up Solution When a Roll-up Summary Field Can't be Used

2024/02/29

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.

Three Customers Share Their Success Stories

2023/01/18

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.

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