Annah Nelson-Feeney

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When and Why to Bring in a Salesforce.com Consultant
Salesforce.com is a highly configurable and easy-to-use platform. It is also easy to get lost amongst the configuration options ad infinitum. Premium Salesforce support is great if you need well defined line items accomplished, given that you know exactly what, why, and how you want it. In other words, if you know the desired process and the n
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Bridging the Gap Between Sales and Service
A few weeks ago, OpFocus clients submitted blog post topics that they wanted to see on our website. Amongst them was a suggestion on writing about bridging the gap between Sales and Service -- hat tip to Tiffany F! Sometimes it seems that Sales and Service are either at war or at least on two different sides of the river. Most companies, d
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Multiple Currencies: Part II
This is a continuation of a two part series on Multiple Currencies. After Joe's journey with Multiple Currencies, during which he was continually disappointed, he told his VP of Sales, Bob, that he didn't think it was worth it to implement Multiple Currencies. Bob assured him that his work was not for nothing and that they would take a look
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Service Cloud: Report on and Email the Last Case Comment
One of my favorite items to implement when doing a Service Cloud Implementation is something I refer to as "Last Case Comment." For those of you who are unfamiliar with Case Comments, they are a tool for external and internal communication on Cases. They do not require a Service Cloud license, they do not require any feature license. With s
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Multiple Currencies in Salesforce
This is the first part in a two-part series on Joe and Multiple Currencies. Joe is the Salesforce Administrator at United Salesforce Company. His company has Sales Reps all over the world and deals coming in equally from the Americas, Asia-Pacific, and Europe/Middle-East regions. So he decides to enable Multiple Currencies; he contacts Sal
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Data Import Checklist for Salesforce.com
This is the second in a series of articles on Data Imports. The first article focused on preparing your import file and this one covers what to do before hitting the ‘go’ button, so to speak, on your import. Due to the fact that we all want to avoid a ‘moment of doom’ when you realize that you just royally messed up your database, I ha
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4 Best Practices to Prepare Your File for Import
Are you doing a data import and unsure of how to start? Or, do you simply need a point of reference as you make some data updates? This article begins my series on Data Imports, which aims to help you with your data work whether you are inexperienced, or have done multiple data exercises. This particular article will help you prepare your file
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“Jury Rig” your Activity Reporting in Salesforce
[caption id="attachment_2542" align="alignright" width="175"] photo by theogeo[/caption] The Activities object doesn't seem to be a favored one in Salesforce. We all use it but encounter several limitations on a semi-regular basis. For example, instead of your average lookup to a single object, we are given the innovative and yet absurdl
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Easy Tips to Expand the Power of Workflow Automation
[caption id="" align="alignright" width="165"] photo by ralphbijker on Flickr[/caption] Workflow Rules and Automation from Approval Processes are very valuable tools in Salesforce. If any of you were at Dreamforce 2012 this year, you will have seen and/or heard session titles such as "Cross-Object Workflows, OH! The possibilities!" This
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Converting Lookups to Master-Detail Relationships
There are many reasons as to why you may want to convert a Lookup to a Master-Detail Relationship. You may need to roll-up data, simplify security settings, or maybe you had initially meant to create a Master-Detail but instead created Lookup and are now just getting around to making the change. When embarking on such a change, there are se
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