Mallory Kaniss

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Get Lost (in a good way!) with Trailhead
Pop quiz! If you want to learn Salesforce, what’s the best way to do it? Read through all of the help articles in Salesforce’s knowledge base Just wing it- you can figure it out as you go Commence the fetal position and question your life choices Well, this was a trick question; the answer is GO TO TRAILHEAD! Why? Tra
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You’ve Got Mail: Inbox and its Gotchas
When it comes to email integrations, Salesforce has been very excited about one of its IQ products — Inbox. By “IQ product,” I mean that it utilizes AI capabilities to make for an enhanced user experience. Inbox has some really awesome features: adding templates to emails, tracking email read receipts, and inserting calendar avai
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Wrap Your Head around HEDA
HEDA (Higher Education Data Architecture) is Salesforce’s biggest win yet for the Higher Ed community. It's the brainchild of Salesforce, their Higher Ed customers, industry leaders and the Power of Us community. We at OpFocus have worked with numerous Higher Ed institutions prior to HEDA’s release. Interestingly, HEDA is almost identic
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Top 5 Salesforce Memes in 2017
A meme is worth a thousand words… sometimes. When it comes to the Salesforce admin or end-user experience, there is never a shortage of memes. Here are our top 5 picks (so far) for 2017. 1. Salesforce training is optional? A lot of businesses that are new to Salesforce may not realize how critical it is to secure a Salesforce-savvy
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5 More Reasons to Switch to Salesforce Lightning Experience!
A number of my clients have been hesitant to switch from the Classic interface to Salesforce Lightning Experience because of the functionality that still isn’t available in Lightning. With every release, Salesforce adds more and more Classic functionality to Lightning, and Spring ’17 is no exception. Here’s 5 exciting features th
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Best Practices for Starting a Quickbooks Integration
Are you interesting in integrating your Quickbooks account with your Salesforce system? Before you start, here are a few helpful practices to keep in mind that will make the implementation process more manageable: 1) Know your finance processes- Before you can start considering your integration, it is crucial that you understand the curren
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Breaking up with TLS 1.0, and How to Handle it
In order to maintain security standards, Salesforce will be breaking up with (i.e. disabling) the TLS 1.0 encryption protocol from being used, and will only allow TLS 1.1 and/or 1.2. Any experienced admin knows that it’s best to review your system earlier rather than later and, while this change won't be official until 2017, it’s recommen
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A Day in the Life of a Managed Services Consultant
Investing in a Managed Services partner is like investing in a personal help desk. You'll have a one-stop knowledge base for support in a plethora of situations. Our consultants have the Salesforce, Pardot, Marketo, and Steelbrick expertise that could challenge that of an online knowledge database, and then some. The question really is, what d
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Tracking Stage or Status Changes in Salesforce
Salesforce offers Field History Tracking on all Objects and also Stage History tracking on Opportunities, however at times we want to be able to measure the velocity of movement between stages or statuses and need to timestamp these changes. To compensate for this, you can easily track stage and status changes by creating workflows  rules
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Productivity PowerTip #6 – Workflows and Approval Processes
[fusion_text] Struggling with a workflow or an approval process? In this video we show you how workflow and/or approval process actions that share the same field may prevent the other from working.[/fusion_text][youtube id="wPVTME5sCSY" width="600" height="350" autoplay="no" api_params="&rel=0" class=""]
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