--- title: Top Ways to Manage Salesforce Data and Add Value in 2025 description: Passage Technology's top use cases that help customers add value to their org. image: https://www.passagetechnology.com/hubfs/Work%20Smarter%20with%20Apps.jpg --- [GET DEMO](https://www.passagetechnology.com/any-product-one-on-one) **+1 (224) 655-6779 [![Trusted Salesforce service partner Passage Technology](https://www.passagetechnology.com/hubfs/2021/Nav-header-logo_PT.png) ](https://www.passagetechnology.com) # Top Ways to Manage Salesforce Data and Add Value in 2025 2025/01/15 [![Free Salesforce business guides to help admins/developers, project managers, sales managers, and decision makers. Download the free PDF series now: Reinventing Your Business, Reimagining Your Salesforce®.](https://www.passagetechnology.com/hubfs/2021/Essential-Salesforce-Guide_Helper-Suite.png) ](https://www.passagetechnology.com/en/essential-guide-for-salesforce-admins-developers) ## 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](https://www.passagetechnology.com/passage-technology-blog/gdpr-and-the-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](https://www.passagetechnology.com/passage-technology-blog/2017/9/15/roll-up-solution-when-a-roll-up-summary-field-can-not-be-used-and-process-builder-does-not-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](https://www.passagetechnology.com/passage-technology-blog/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](https://www.passagetechnology.com/lookup-helper-use-cases/ultimate-parent-account) – 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](https://www.passagetechnology.com/rollup-helper-use-cases/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](https://www.passagetechnology.com/passage-technology-blog/2016/12/6/how-to-avoid-hitting-the-saleforce-data-storage-limit-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*](https://www.passagetechnology.com/customer-success)*, 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*](https://www.passagetechnology.com/contact-us)*.*   Tags: [Rollup Helper](https://www.passagetechnology.com/passage-technology-blog/topic/rollup-helper), [Lookup Helper](https://www.passagetechnology.com/passage-technology-blog/topic/lookup-helper), [GDPR](https://www.passagetechnology.com/passage-technology-blog/topic/gdpr), [Rollup Summary Field](https://www.passagetechnology.com/passage-technology-blog/topic/rollup-summary-field) | [** Announcing Our "Show & Tell Us" App Contest Winner! ](https://www.passagetechnology.com/passage-technology-blog/contest-winner) | [Passage Technology Blog](https://www.passagetechnology.com/passage-technology-blog) | [ Solutions That Help IT Managers Succeed ** ](https://www.passagetechnology.com/passage-technology-blog/solutions-that-help-it-managers-succeed) | | --- | --- | --- | [ 7 Popular Use Cases that Lighten the Load for Salesforce Admins ](https://www.passagetechnology.com/passage-technology-blog/use-cases-admins) [ What is technical debt, and how can you avoid it in Salesforce? ](https://www.passagetechnology.com/passage-technology-blog/what-is-technical-debt-and-how-can-you-avoid-it-in-salesforce) [ Learning from Rollup Helper’s Supportive Trailblazer Community ](https://www.passagetechnology.com/passage-technology-blog/rollup-helpers-supportive-trailblazer-community-app-resources) [ Passage Technology News and Updates – Spring 2026 ](https://www.passagetechnology.com/passage-technology-blog/news-spring-2026) [ True Effectiveness with Salesforce Agentforce Requires Elevating Data Quality First ](https://www.passagetechnology.com/passage-technology-blog/true-effectiveness-with-salesforce-agentforce-requires-elevating-data-quality-first) [ Roll-up Solution When a Roll-up Summary Field Can't be Used ](https://www.passagetechnology.com/passage-technology-blog/roll-up-solution-when-a-roll-up-summary-field-can-not-be-used-and-process-builder-does-not-fire-on-delete) [ GDPR and Using the Salesforce Individual Object ](https://www.passagetechnology.com/passage-technology-blog/gdpr-and-the-using-the-salesforce-individual-object) [ Can’t Create Quote From Opportunity in Lightning Using New Quote Button? ](https://www.passagetechnology.com/passage-technology-blog/new-quote-button) [ Rollup Helper vs Declarative Lookup Roll-up Summaries (DLRS) ](https://www.passagetechnology.com/passage-technology-blog/rollup-helper-vs-declarative-lookup-roll-up-summaries-dlrs) [ Passage Technology News & Updates – Winter 2026 ](https://www.passagetechnology.com/passage-technology-blog/passage-technology-news-updates-winter-2026) © 2026 Passage Technology LLC All Rights Reserved. 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