For Administrators

  • Quip Salesforce productivity
    October 26, 2017

    Quip it Good! Salesforce’s New Productivity Tool

    As the iconic ‘70s rock band, DEVO once said- “when a problem comes along you must Quip it.” Wait… that might not be what they said. Either way, if you’ve poked around your org recently, browsed the Winter ’18 release notes, or explored the Salesforce Community, you may have started to see Quip popping up pretty frequently. Wha

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  • January 14, 2016

    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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  • August 6, 2015

    How to Publish your App to the AppExchange

    The details outlined in this How To document are expanded from the Salesforce Help guide on publishing apps and services. In order to publish your App publicly on the AppExchange, you must be a Salesforce partner.  If you're not a partner, visit the Salesforce Partners site to learn more. Enable and Setup the Environment Hub By default,

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  • custom app
    June 12, 2015

    Boost Productivity Using Salesforce Apps

    A couple weeks ago I received a message from David Carnes, OpFocus President and Founder. David had a confession. He was in hiring mode and he needed a way for his team to track interesting candidates and match them to open positions at OpFocus. In a nutshell, David was looking for a recruiting solution to enable his team to be more product

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  • Creating Packages Feature
    May 15, 2015

    Creating and Deploying Packages in Salesforce

    For those rare instances when promoting a change set from one environment to another is not possible (perhaps those two environments are completely different instances of Salesforce), you can still utilize a package to get enhancements pushed through. Packages offer the ability to put your change set in a little, well packaged bundle and ha

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  • January 28, 2015

    Multi Currency Price Books

    [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] Where did your products go? Congratulations! Your company has grown and you are now

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  • October 8, 2014

    Conga for Salesforce

    Conga for Salesforce is a great tool for those who truly want to create customized templates using data stored in Salesforce. The integration works with multiple objects in Salesforce and can suit various needs. Here are a few helpful things I learned while working with Conga. Free 30 day Trial: Conga gives users the ability to use the ful

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  • How to Add Your Own Sales Activity Tracker Button
    August 4, 2014

    How to Add Your Own OpFocus Sales Activity Tracker Button

    If you are currently using the OpFocus Sales Activity Tracker App on your Salesforce instance and would like to know how to add a new Sales Activity button to either the Contact or Lead Object, this blog will give you directions to accomplish that. If you haven't used or even heard of the App, be sure to check it out here; it is a great way to

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  • 5 Insider Tips: OpFocus Sales Activity Tracker
    June 18, 2014

    Top 5 Insider Tips: OpFocus Sales Activity Tracker

      Is your Sales Activity Tracker installed and ready to go? Are your Sales teams loving the swiftness of the tool and its dynamic features? The SAT was designed to make your sales activities more transparent and easier to record. Residing on the Opportunity, Lead and Contact objects, this tracking tool allows users to quickly record all

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  • How to Pick the Right Survey App
    June 16, 2014

    How to Pick the Right Salesforce AppExchange Survey App

      There are a lot of great Apps out there within the Salesforce AppExchange to help companies integrate Surveys into their Salesforce org, but how do you decide which one is the best fit for your company? I have taken the time to review some of these Apps and provided my thoughts and recommendations. Note that as KPI’s and business

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