For Administrators

  • October 30, 2018

    How to Track First Response Time on Salesforce Leads

    One of the many challenges many sales and marketing teams face using Salesforce effectively is to be able to easily track how fast leads are being responded to by their sales teams. Salesforce, unfortunately, does not provide the easiest way out of the box to track how fast your sales teams are logging the first call or email to the prospect.

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  • SAAS GROWTH $20M TO $200M
    October 4, 2018

    SAAS GROWTH: GETTING FROM $20M TO $200M

    This article appeared in full on OPEX on September 20th, 2018 In the past 20 years, companies have fundamentally changed the way they consume business systems. Data management could slow a company or enable growth. Efforts in reporting and analysis took time and were reliant on centralized IT departments. This dependency on began to wane in

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  • Superbadge Tips and Tricks
    March 29, 2018

    Superbadge Tips and Tricks

    Hello, all you trailblazers! Every day it seems as if there is a shiny new Salesforce Badge or even better a super shiny new Superbadge to add to your collection. Having just completed a number of Superbadges as part of the new Platform Developer II Certification, I am here to tell you sometimes you have to jump through hoops when your code is

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  • OpFocus at SaaStr 2018
    March 16, 2018

    On SaaStr: Part 1

    What is SaaStr? Depends who you ask. My answer: SaaStr is community, content, and events focused on empowering SaaS start-ups. SaaStr’s answer comes in the form of quotes by SaaStrites. What's a SaaStrite? A SaaStrite (like a stalagmite, for the upwards trajectory) is my term for attendees of SaaStr Annual 2018, SaaStr's main e

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  • March 6, 2018

    Talking SaaS Benchmarking with Lauren Kelley (CEO, OPEXEngine)

    Welcome to OpFocus' Thought Leaders blog series, where we bring you insights from movers and shakers in the "as a Service" space to help you up your personal game, think about the next big idea for your department, and find actionable ways to outperform expectations in your company. Today we are talking about SaaS Benchmarking. If you're wonde

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  • December 22, 2017

    May the Salesforce be with You! 14 CRM Lessons from Star Wars: The Last Jedi

    At OpFocus, we're big fans of Star Wars! Each year a new Star Wars movie comes out, our CEO David Carnes takes the team, Salesforce consultants, developers, basically everyone, to watch Star Wars on opening day -- and now we're hooked! Because we eat, sleep, and breathe Salesforce, we couldn't help but notice the similarity between Star Wars:

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  • 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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  • The Unofficial Guide to Salesforce's Unofficial Characters
    September 27, 2017

    The Unofficial Guide to Salesforce’s Unofficial Characters

    If you’ve ever been on Trailhead, you may have seen a few faces of Salesforce’s awesome characters. Astro, Appy, Codey, and the rest of the team each have their own job in the Salesforce universe. After years of working with the platform, I’d like to name a few unofficial characters that will definitely be relevant for anyone who ha

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  • Salesforce training with Trailhead
    September 7, 2017

    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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  • The HEDA Model
    June 1, 2017

    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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