Looking for ways to improve productivity and maximize efficiency?
We’ve compiled our most popular use cases to help you get the most out of your Salesforce® data.
Popular Use Cases to Help You Work Smarter
GDPR and Using the Salesforce Individual Object – Following GDPR compliance can be difficult when your prospects come to you from multiple channels and might even give you conflicting information with each interaction. Using the Individual Object in Salesforce may help you along your journey to honor an individual’s data privacy and preferences.
Roll-up Solution When a Roll-up Summary Field Can't be Used and Process Builder Doesn't Fire on Delete – Do you need a way 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? This use case will show you how.
Fixing Issues with Lightning “New Quote” Button – Have you had this experience — when you create a new Quote record from an Opportunity record in Lightning, the Quote record doesn't fill in the Opportunity master detail field automatically? Here’s how we’ve solved it.
Link Child Accounts to Ultimate Parent Account in Salesforce – When you have multi-level account hierarchies, there are benefits to having all child accounts directly related to the top level account. For example, it can make it easier to pass information down from the top level parent, or to aggregate information up to that level without having to traverse multiple relationships.
Total Closed Won Opportunity Sum – How do you calculate the sum of Closed Won Opportunities for each Account record? Simply deploy one of Rollup Helper’s pre-built rollups named, "Total Closed Won Opportunity Sum." Find out how to make the app do all of the work for you!
How to Maximize Salesforce Data Storage in Your Org – Whether your organization is for-profit or not-for-profit, it's important to keep your expenses in check. Learn how managing your Salesforce data storage can make a positive impact on your bottom line. By deleting old data, you can also make it easier for users to find the information they really need.
Whatever your industry or use case, Passage Technology can customize a data management and reporting solution to meet 100% of your business requirements for Salesforce success. To find out more about how Passage Technology can help you overcome your data challenges, contact us.
|Ask PT About Salesforce's “Last Activity” Field
|Passage Technology Blog
|Ask PT About Using Salesforce to Onboard Customers