David Carnes

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What Related Records Go Where with Salesforce Lead Conversion?
In the Summer '17 release, Salesforce shared an update regarding Lead Conversion now operating the same across the Classic, Lightning and Salesforce1 interfaces when it comes to how related records and Files are handled. Essentially, when you convert a Salesforce Lead, there are four places that your related records and Files can be reattached
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A Great Iceland Adventure – OpFocus’ 2015 Company Retreat
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Use Trending in Salesforce For Powerful Charts & Dashboards
[fusion_text]Peter Drucker was quoted as saying, "What gets measured gets managed."  As a continuation of the thought, I'd like to add, "Measurements that are trended over time are better understood and more likely to be acted upon."  Combine these two thoughts with the power of Charts and Dashboards in Salesforce and we're on to something b
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9 Tools in Salesforce to Help You Understand Your System
At OpFocus we're often looking under the hood of Salesforce instances, and over time have developed a set of places within each system to look at to understand how things are set up and what is in use.  These tools might be used by a new admin or executive sponsor, looking at an inherited system for the first time, or by a long time admin tr
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Salesforce Chatter Now Supports Emoticons :-)
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Finding Your Way with Salesforce’s Maps and Locations
[imageframe lightbox="no" style_type="none" bordercolor="" bordersize="0px" borderradius="0" stylecolor="" align="right" link="" linktarget="_self" animation_type="0" animation_direction="down" animation_speed="0.1" class="" id=""] [/imageframe][fusion_text] In Salesforce's Spring '15 release, its new Maps and Location feature was enabled in
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How to Get the Most Out of Dreamforce 2014
A good friend reached out about meeting up at Dreamforce this week. He reminded me that we first met at Dreamforce 8 years ago over lunch at a birds-of-a-feather table on sales operations. Word that year was that we would have an amazing 5000 people on hand for the event- how quickly things change!  In looking ahead to this week, a few thoug
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Fresh Thinking in Data Management
  At OpFocus we have a very methodical approach to problem solving. Our techniques have been honed from many thousands of hours on a wide variety of projects. In many respects our process is quite scientific in nature. However, we never assume that we have all the answers. As our company grows we naturally look to deepen the types of t
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How to Search LinkedIn via Custom Button in Salesforce
We lamented in a previous post about the weakness of the LinkedIn integration provided out of the box with Salesforce.com's Social Contacts feature.  LinkedIn provides a wealth of useful information, and really should be at each rep's finger tips while they work their leads and contacts in Salesforce.   A quick way to do this is to add Custo
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A Salesforce Mystery – Customizations Active or Inactive by Default
  One of the mysteries of Salesforce world is the logic behind which customization features are active or inactive by default. It is almost comical how seemingly innocuous customizations such as Email Templates are initially set as dormant, while potentially damaging ones such as Validation Rules are live, even if not completed or test
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