We Are Celebrating World Productivity Day June 20!

When we think of productivity, we usually think of making the most of our time, but there's more to it. 

“What motivates us each day rarely manifests as spreadsheets, calendars, or planners. These are tools that can help us achieve what we want. It’s not about creating task lists or filling up our schedules, it’s more about creating impactful habits,” explains a “World Productivity Day” article.

At Passage Technology, our goal is to help Salesforce® Admins and users make the most of their Salesforce org. Our Admin Apps are powerful on their own, but when used together, they take care of common problems faced by Admins like data enrichment, storage space, building & running reports, Salesforce user adoption, and industry compliance like GDPR.

In honor of World Productivity Day on June 20, we wanted to share a few app time-saving resources and use cases with you from our own Jake Reyna, Passage Technology’s Customer Advocate.

“Every org is different with varying levels of complexity, so I try to introduce what the apps can do and let them guide the conversation based on their needs. The use case that starts many conversations is our state object showing Rollup Helper + Lookup Helper working together to provide territory KPI's. Managing duplicate data is a common pain point, so I'll share our Data Quality Helper solution with them,” said Jake.

Another common problem is the Individual Object in Salesforce—it’s a great way to tie all of the information about a person together from all of their lead, contact, person account, community user, donor, or custom object records. But automating processes in Salesforce can come with challenges. This use case provides a solution for working with the Individual Object.

Productivity Resources & Use Cases

Empower Your Salesforce Users with Clicks, Not Code

7 Popular Use Cases that Lighten the Load for Salesforce Admins

Time Entry and Resource Management on Tasks 

[Unlock Success] Salesforce Partner Resources: Project Management Tools and Tips

Overcoming Limitations in Salesforce Rollup Summary Fields

Repetitive, Inefficient Tasks Are Costing Organizations Millions

What does productivity mean to you? Every Salesforce org is different and every organization has unique needs and challenges. We’re here to help you make the most of your Salesforce. Reach out to us to learn how our apps can increase efficiency with Salesforce data automation, aggregation, and project management.