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What is Passage Technology?
Passage Technology provides a suite of native Salesforce apps and services designed to extend the power of the Salesforce platform. From rollup summaries to project management, the company offers tools like Rollup Helper, Milestones PM+, Lookup Helper, Prioritization Helper, Data Quality Helper, and Work Trail. These solutions help users of all types—Admins, Project Managers, IT Leaders, and Executive Leadership—overcome common limitations, improve data quality, and drive business transformation. Custom development and managed services are also available to tailor solutions to specific organizational needs.
Features
- Rollup Helper: Auto-aggregate data from related records without code, supporting custom objects, cross-object rollups, and scheduled runs.
- Milestones PM+: Full-featured project management native to Salesforce, including Gantt charts, resource allocation, time tracking, and automated status reporting.
- Lookup Helper: Simplify lookup field creation and data linking across objects, reducing manual data entry errors.
- Prioritization Helper: Structured decision-making tool using weighted criteria to prioritize initiatives, features, or tasks.
- Data Quality Helper: Automated data cleaning, deduplication, and standardization to maintain CRM data accuracy.
- Work Trail: Create audit trails and compliance records for data changes, supporting GDPR and HIPAA requirements.
Use Cases
- Aggregate opportunity line items into account revenue rollups
- Manage complex internal and client-facing projects within Salesforce
- Link custom objects for healthcare or financial services data models
- Prioritize product features or business initiatives using weighted scoring
- Clean and deduplicate contact records for data quality improvement
- Maintain compliance audit trails for sensitive data modifications
