Passage Technology Blog

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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

Accelerate Your Salesforce Org with Helper Suite

2021/06/15

Stop Coding and Focus on Growing Your Partner Program

Passage Technology’s Helper Suite apps allow you to stop coding where you don't have to, so you can focus on the key goals for your partner program. The Helper Suite is an accelerator for sales operations and Salesforce Admins/power users, business analysts, and developers. The toolkit includes Rollup Helper, Lookup Helper, Prioritization Helper, and Storage Helper. 

Tidying up Your Salesforce Data Reduces Storage Costs

2021/03/26

It’s amazing how much stuff we can pile up over time. Somehow we manage to add more things into our closets and drawers without taking the time to sort through them to remove the things we don’t use anymore.

And sometimes we manage our data storage like our closets at home.

Passage Technology Blog