Passage Technology Blog

Filtered by salesforce

Ask PT About Managing Repeatable Projects in Salesforce

2022/06/15

Dear PT, 

The nature of our business requires completing the same projects over and over. These projects overlap similar projects, each in a different stage of the same project process. The only differences are beginning and end dates, and once in a while a special task or dependency is needed. We tend to create these project plans from scratch each time—how can we streamline our efforts?

Tim Pleats from Standard, Canada

Ask PT About Listing the Primary Contact on the Account Page in Salesforce

2022/05/26

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?

M. Istor-Wright from The Keys, FL

Ask PT About Listing All Grandchild Records on a Parent Record in Salesforce

2022/05/03

Dear PT, 

At our company, when a Case or Opportunity is created, the parent Account is not always known or identified at that time. This creates a significant amount of work later, trying to manually identify if there is an Account and what it might be. Also, we think it would be useful to have a top-down look at these relationships, viewing the parent Account and seeing a list of its child Accounts and their related objects. How could we accomplish this?

Gren P. Reant from Childwold, NY

Ask PT About Using Salesforce to Manage Product Development Activities

2022/04/19

Dear PT, 

At our company, we use the phase-gate development process to create our products, from releasing new most viable products (MVPs) to updating later versions. It is a lightning fast process, so it is important we improve our project management abilities. We’d like to use Salesforce®, but it has limited project management functionality. Any suggestions?

Emma Veepea from Waterfall, PA

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

Helping Admins & Developers Get More Out of Salesforce

2021/09/22

In certain respects, the greatest benefits of using the Salesforce® platform are often directly associated with its greatest challenges.

Setting Up Salesforce

Salesforce is more than a CRM company now—it has a multitude of cloud- and industry-focused solutions and a large marketplace of consulting and app vendors available to customize it via the Salesforce AppExchange. The platform requires a high degree of customization (and most likely packaged apps) to meet your needs; it’s just not a set of licenses you are buying from Salesforce. So by design it can be incredibly helpful for many companies to establish a strategy for implementing Salesforce.

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