Passage Technology Blog

Filtered by rollup-summary-field

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.

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

Salesforce Admin Tips, Tools & How-to-Guides from Passage Technology

2021/04/14

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.

Roll-up Solution When a Roll-up Summary Field Can't be Used and Process Builder Doesn't Fire on Delete

2017/09/15

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.

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