For Everyone

  • September 23, 2016

    Dreamforce 2016 – My Talk, My Experiences

    I was fortunate enough one more time to be selected to speak at Dreamforce. This will be my third time speaking at Dreamforce. If  you haven't been to Dreamforce in the past and if this is your first time, let me start by saying this, it's gonna be CRAZY, and I mean it. You will be overwhelmed by the crowd, the sessions, the parties, the

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  • second layer of lead scoring
    July 14, 2016

    The Second Layer of Lead Scoring

    I had no interest in writing a post about lead scoring. There. I said it. The lead scoring topic has been beaten to death by marketing bloggers over the last several years, and I had no interest in being the latest to jump onto the pig pile. Writing about lead scoring feels like a lazy cop out that insults the intelligence of marketers t

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  • Summer16_Release_OpFocus
    July 5, 2016

    My Three Favorite Features in Summer ’16

    The Summer ‘16 Release of Salesforce is here and while this is a lighter release, it brings some great enhancements to existing features. Don't forget! It is important to always check the release notes for the full list of features. Here are my three favorite enhancements coming out in this release. 1. Attach Contacts to Multiple Accoun

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  • Getting the Most from your SaaS Investments Shane Cough_OpFocus
    May 26, 2016

    Getting the Most from your SaaS Investments

    So, the war between on-premise and cloud solutions is over and SaaS has won. Of course, right? Those last holdout “on-prem” CIOs are now in the very small minority, and you can almost picture them standing on the last server barely floating on a rough sea---holding the last ERP system upgrade on CD in their left hand, and a fist full of ne

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  • Person Accounts_OpFocus
    May 18, 2016

    Person Accounts in Spring ’16

    When Lightning Experience was released in Winter '15, companies couldn't hold back their excitement. The Salesforce world was humming, "Lightning." However, the Salesforce users using Person Accounts had a little bit more waiting to do before they could hop on the Lightning train. The wait is now over.  With the Spring ’16 release

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  • Simplifying Sandbox Refreshes_OpFocus
    May 12, 2016

    Simplifying Sandbox Refreshes

    At OpFocus, our Apex developers often work in newly refreshed Developer sandboxes. Often, though, we’re faced with a challenge: after a Developer sandbox is refreshed/activated, it lacks required reference data. Here are a few scenarios: The org has a custom object that lists postal codes and their tax rates. An Opportunity trigger requi

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  • Exciting New Ways to Connect to Salesforce_OpFocus
    April 22, 2016

    Exciting New Ways to Connect to Salesforce

    There are a growing number of device connection possibilities that are re-shaping what it means to “log in to Salesforce.” Many of the devices promoted in IOT marketing are designed to collect information, connect to Salesforce, and automatically store details related to an account, customer or case. This provides fantastic amounts of info

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  • Salesforce Financial Services Cloud
    April 19, 2016

    A Look At The New Salesforce Financial Services Cloud

    Why Financial Services Cloud? As a new generation begins investing large amounts of money, the expectations for financial services  and wealth management have changed. These new customers expect customized services on demand. They have access to more data and information, leading them to be heavily involved in their investment decisions.

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  • spring-16
    February 22, 2016

    5 Updates to Sales Cloud in Spring ’16

    Even if snow is still on the ground, Spring is here in the Salesforce world. This past weekend, Salesforce finished rolling out their updates for the Spring 2016 release. If you haven’t had a chance to take a look around yet, here are 5 new Sales Cloud features you can expect to find. Mobile Goes Offline Salesforce1 is now available o

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  • February 12, 2016

    Courting your Customers with Marketing Automation

    Liebe, Amour, Love. You may not think of your marketing automation platform as a tool for keeping the spark alive with your customers during your relationship, (and hopefully it’s a long term one), but it is. Tools like Pardot and Marketo, combined with certified marketers are powerful, and can send targeted customer communication and pos

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