2025/09/01
Last updated 9/1/25
There are significant limitations with the roll-up summary fields provided out of the box in Salesforce. If you are curious to learn more about the limitations, check out the resource links at the bottom of the blog.
2024/09/12
2024/08/13
It makes sense. Customer service reps work closely with customers, so it gives reps the perfect opportunity to proactively help them by recommending upgrades or other products, right?
2023/05/30
Here's a solution for a challenge that many people have experienced with Quotes in Salesforce®.
2022/11/11
At Passage Technology, we put customers at the center of everything we do. That’s why we’re thrilled to announce that we’re launching our enhanced customer Support page.
2022/10/07
Dear PT,
Is there an easy way to show how many Tasks are left to be completed in an open Salesforce® Case? This would help us to manage resources better and ultimately be more productive as an organization. It also might prevent us from closing a Case before it’s truly complete.
O. Penntask from the OC2022/06/27
One of the most useful and popular features of Salesforce® is a rollup summary field. They’re great for moving information from one object to another. This might make you wonder, "What does Rollup Helper do differently?"
2021/11/11
We want to provide you with the information you need to achieve your goals.
2021/09/16
A recent Harvard Business Review study reports 62% of customers think having knowledgeable employees is the third most important aspect needed for a company to provide good customer service.
2021/04/14
At Passage Technology, our goal is to help you do more with Salesforce. We understand that the journey to becoming an Awesome Salesforce Admin can be a big undertaking as orgs become more customized and complex.
Following is a collection of tips, tools, and shortcuts from our team that will help you and your users get the most out of your Salesforce.
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