Passage Technology Blog

AppExchange apps are designed to work for most customers, most of the time, but no two Salesforce® orgs use the same processes, data model, or integrations. The question then isn’t “Is this app good?”  but rather “Is it right for how we work?”

If you’re deciding whether to enhance a Salesforce app you already use or replace it with something new, here are key factors to think about.

In Salesforce, many businesses need 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. They may always want to choose the first or last child record, and from that selection, display a key piece of text, such as the first Campaign that triggered a response at an Account. This sounds like it should be straight-forward to put together, but it could be more difficult to create than you'd think.