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

    Read more
  • 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

    Read more
  • 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

    Read more
  • 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

    Read more
  • Person Accounts_OpFocus
    May 18, 2016

    Person Accounts in Spring ’16

    When Lightning Experience was released in Winter '15, companies couldn't hold back their excitement. The Salesforce world was humming, "Lightning." However, the Salesforce users using Person Accounts had a little bit more waiting to do before they could hop on the Lightning train. The wait is now over.  With the Spring ’16 release

    Read more
  • Simplifying Sandbox Refreshes_OpFocus
    May 12, 2016

    Simplifying Sandbox Refreshes

    At OpFocus, our Apex developers often work in newly refreshed Developer sandboxes. Often, though, we’re faced with a challenge: after a Developer sandbox is refreshed/activated, it lacks required reference data. Here are a few scenarios: The org has a custom object that lists postal codes and their tax rates. An Opportunity trigger requi

    Read more
  • Salesforce Financial Services Cloud
    April 19, 2016

    A Look At The New Salesforce Financial Services Cloud

    Why Financial Services Cloud? As a new generation begins investing large amounts of money, the expectations for financial services  and wealth management have changed. These new customers expect customized services on demand. They have access to more data and information, leading them to be heavily involved in their investment decisions.

    Read more
  • spring-16
    February 22, 2016

    5 Updates to Sales Cloud in Spring ’16

    Even if snow is still on the ground, Spring is here in the Salesforce world. This past weekend, Salesforce finished rolling out their updates for the Spring 2016 release. If you haven’t had a chance to take a look around yet, here are 5 new Sales Cloud features you can expect to find. Mobile Goes Offline Salesforce1 is now available o

    Read more
  • Salesforce Maps and Location
    February 15, 2015

    Finding Your Way with Salesforce’s Maps and Locations

    [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] In Salesforce's Spring '15 release, its new Maps and Location feature was enabled in

    Read more
  • August 11, 2014

    5 Cool Salesforce Summer ’14 Upgrades

    Summer '14 has arrived, and it's time to unpack the 338 pages of release notes! The Summer '14 release is loaded with new features and new upgrades to the existing functionality within Salesforce. In this blog post, we will be looking at five of the areas where new features and upgrades were implemented with the new release. First, before

    Read more