Passage Technology Blog

How Retailers & Other Organizations Can Use Salesforce^® Apps to Optimize Data

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.

Winter Series Part I – Peeling Back the Layers

Staying warm in the winter means adding layers of clothes and making adjustments for the weather. This blog peels back the layers, so you can see how technology can make a difference for nonprofits as they work toward their goals.

In the racing movie "Talladega Nights," Ricky Bobby (played by Will Ferrell) says, “If you're not first, you’re last.” 

Today is the perfect day to let your Admin know how much you appreciate them. 

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.  

Expanding Innovation, Deepening Data Insights, and Taking Projects to the Next Level

Sometimes the best way to find out what our apps can do is to hear from those who use them everyday — customers like you.

Get the Insights You Need to Make Informed Decisions

Stories are an important tool that can help people process complex concepts and make connections. Having a clear picture of your data story allows your organization to make informed decisions — and Admins are perfectly positioned to uncover insights that can help organizations tell their data stories.

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?"

Dear PT, 

At our company, we are having trouble seeing the number of open Projects with an Account or Opportunity. Can you help? Salesforce’s native rollup summary fields can’t be used with certain formulas, specifically formula fields with date functions. Hence, we can’t create the list of open projects as of today (or any other date).

Asov Toodae from Worksop, UK