Case Study: Dakota Financial streamlines fee calculations with Passage Technology’s Rollup Helper

Dakota Financial scales to 100 rollups with Passage Technology

Dakota Financial, an asset-based direct funding source, faced challenges when transitioning from their outdated in-house CRM to Salesforce. They needed to aggregate vast amounts of data from multiple sources into a single point of truth but were hindered by the limitations of native Salesforce roll-up summary fields. To overcome this, they turned to Passage Technology's Rollup Helper application from the Salesforce AppExchange.

By implementing Passage Technology's Rollup Helper, Dakota Financial was able to create nearly 100 rollups to manage over three million records across seven different objects. The solution streamlined complex data, such as tracking invoices, payments, and various fees, eliminating the need for manual calculations. This saved their teams significant time, provided immediate access to critical information, and made the centralized data easily accessible for different departmental needs. Passage Technology's tool was praised for its functionality and ease of use, ultimately enabling a smooth and successful transition to Salesforce.

Dakota Financial