Passage Technology Blog

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Instituting a Uniform, Repeatable Process for New Salesforce Record Creation

2024/08/19

One of the challenges for optimizing the use of Salesforce® is that many different users create the records stored in the platform. This creates the potential for wide variances in how the records are created and the information they contain. This lack of uniformity can make it difficult to find and unearth actionable insights across numerous business functions.

Ask PT About Making Sure Contact Roles Are Documented in Salesforce

2023/09/21

Dear PT, 

Managing data and data hygiene in Salesforce® is a constant struggle at our company. Sometimes, incomplete data can be as damaging as bad data. With different people doing the data entry, it can be difficult to make sure the information is complete every time. For example, Opportunities may not have the key roles for the Contacts properly documented. Is there any easy way to identify and fix these data gaps?

Val I. Dayshon from Roll, AZ

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