Megan Leary

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An OpFocus Solution to Activity Tracking in Salesforce
One of the biggest benefits of running your business on Salesforce is the ability to manage everything from sales to production through real-time, sophisticated reporting. But the enemy of reliable reports is bad data. We have found that Sales Managers often do not have access to meaningful reports around Sales Representatives activity – pho
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5 Cool Things You Can Do with SteelBrick CPQ Quote Templates
There are many products out there that can generate branded quote documents that include merge fields for your Users. SteelBrick goes beyond the common and takes your output documents to the next level with the following five, easily configurable features. 1. Make Parts of the Quote Template Conditional One Quote Template can have several di
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Analytic Cloud Lingo: Learning the Language to Surf the Wave
Wave Analytics (Wave), in its simplest form, is a Salesforce (and therefore cloud-based) reporting tool. The tool itself is super powerful and very cool, but its ability to pull in data from outside sources is what sets it apart the most from your Salesforce Report Builder. Wave also allows you to visualize and dissect your data like never bef
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Walk In Their Shoes: SteelBrick Advice from Customers
Implementing a CPQ solution like SteelBrick is a journey and an investment. It takes time, organization and sometimes process change within an organization. The customers that have completed this journey can attest to the positive impact and increased efficiencies Salesforce's latest solution has on their organization, and have great advice fo
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5 Simple Report Features You Might Not Be Using (But Should Be)
For any user that reads or builds reports in Salesforce, this blog is for you. These five simple tips to report building in Salesforce take only seconds to perform but have a powerful punch. Practice these and to make your reports (and yourself) go the extra mile. 1. Exception Reporting and Cross Filters Before the Cross Filter feature in t
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10 Questions to Ask Yourself When Considering an App From the AppExchange
You’ve spent some time shopping the AppExchange for the perfect app to solve your business challenge, and lo, you’ve found one! Everything on the surface looks great and you are ready to play around with it in your Salesforce sandbox. But before you press the install button here are 10 things you should consider. 1. Is your Salesforce edi
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Why It’s Not Enough to Be a Super-User: 4 Reasons to Get Salesforce Certified
The path to becoming a Salesforce Administrator is about as zig-zag-y as it gets. Some Administrators come from IT backgrounds, but I’ve found most come from a position in Operations, Sales, or Customer Service. I myself was a Sales Manager before I made the unlikely leap. While hands-on experience is a wonderful first step to becoming a Sal
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