Case Study: Swivl streamlines Salesforce data rollups with Rollup Helper from Passage Technology

Swivl manages data for 75k schools with Passage Technology

Swivl, an education technology company, faced time-consuming challenges managing its Salesforce data as it expanded. Their team needed an efficient way to roll up product and opportunity data across objects with custom filters. Using Rollup Helper from Passage Technology provided the targeted functionality they needed.

The solution from Passage Technology allowed Swivl's administrators to easily create hierarchical rollups, such as summarizing opportunity products at the account level, without needing SOQL knowledge. The parent filter functionality enabled precise, targeted data collection. This greatly simplified the Salesforce administrator's work, making data management more efficient and accurate for the growing company.

Swivl