Passage Technology Blog

Dear PT, 

At our company, when users create a Salesforce^® Contact, a search is done to find if the related Account is already in our records. If they don’t find an Account, then one is created. This manual process sometimes results in duplicate Accounts being created, with identical information or differing information. Data quality suffers, relationship management is affected, and then time and resources are wasted fixing the problems. There has to be a better way.

Bette R. Dada-Highjeene from Dublin, OH

Dear PT, 

At our company, we are having difficulties leveraging the default configuration for the Last Activity field in our Salesforce^® org. We are looking for a convenient and efficient way for RevOps team members to know what happened in our last contact with a customer, but it’s difficult since activities are split into both Tasks and Events. And it would be nice if we didn’t have to spend time on coding and ongoing maintenance to achieve this. Can you help?

C. Last in NOLA

Dear PT, 

Like many Salesforce^® users, we have to manually assign Leads to their related Account. Of course, this opens up the potential for errors. It would be nice if we could automate this process and then notify the correct salesperson about the new Lead. Any thoughts on how we could easily do this?

Dom Main from Lincoln, NE

Dear PT, 

Salesforce^® functionality will let you view open Cases within your org. However, sometimes there are situations where it would be useful to view this information on a more granular level, for specific Contacts or Accounts. How could our company set up this at-a-glance list view, which also has filters for priority and status?

Dear PT, 

We need to better aggregate our data so various business functions can create insights. On a number of Objects, we need a way to easily rollup records scattered across numerous child, parent, and grand-parent hierarchies—for example, Accounts. However, our company has limited developer resources internally. So when we need a solution, we have to pay for outsourcing. This can be expensive, but often it is more expensive to not obtain that solution, in terms of productivity and competitiveness. Are there other options to coding?

Rhee Layshuns in Progress, PA

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?

Does your organization spend too much time fixing data problems? Consider these easy-to-implement tips—and then share your experiences to help others.