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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  • 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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  • Best 2017 Salesforce Memes So Far
    May 5, 2017

    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!
    March 28, 2017

    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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  • September 23, 2016

    Dreamforce 2016 – My Talk, My Experiences

    I was fortunate enough one more time to be selected to speak at Dreamforce. This will be my third time speaking at Dreamforce. If  you haven't been to Dreamforce in the past and if this is your first time, let me start by saying this, it's gonna be CRAZY, and I mean it. You will be overwhelmed by the crowd, the sessions, the parties, the

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  • second layer of lead scoring
    July 14, 2016

    The Second Layer of Lead Scoring

    I had no interest in writing a post about lead scoring. There. I said it. The lead scoring topic has been beaten to death by marketing bloggers over the last several years, and I had no interest in being the latest to jump onto the pig pile. Writing about lead scoring feels like a lazy cop out that insults the intelligence of marketers t

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  • Summer16_Release_OpFocus
    July 5, 2016

    My Three Favorite Features in Summer ’16

    The Summer ‘16 Release of Salesforce is here and while this is a lighter release, it brings some great enhancements to existing features. Don't forget! It is important to always check the release notes for the full list of features. Here are my three favorite enhancements coming out in this release. 1. Attach Contacts to Multiple Accoun

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  • Getting the Most from your SaaS Investments Shane Cough_OpFocus
    May 26, 2016

    Getting the Most from your SaaS Investments

    So, the war between on-premise and cloud solutions is over and SaaS has won. Of course, right? Those last holdout “on-prem” CIOs are now in the very small minority, and you can almost picture them standing on the last server barely floating on a rough sea---holding the last ERP system upgrade on CD in their left hand, and a fist full of ne

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