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.

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