OpFocus Salesforce Roadmap: What is it and do I need one?
…COVID lockdowns and businesses are expected to scale back up their operations quickly to meet demand. What is a Salesforce Roadmap? More than 10 years ago, when Salesforce opened up…
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OpFocus Helps Analytics Leader Sisense Create an Actionable Salesforce Roadmap to Support High Growth and Funding
…experience To ensure Sisense’s day-to-day Salesforce operations didn’t have hiccups during the roadmap project, they also engaged OpFocus’ managed services team for administration and business analyst work. “OpFocus helped bridge…
The 6 Pillars Of RevOps – Kay Dastgheib – RevOps Rockstars
…operations, go-to-market systems (including Salesforce), business analytics, and revenue enablement. Balancing in-house and outsourced work: When determining the right balance between in-house and outsourced work, Kay considers two factors: redundant…
Dashboard Dōjō – Reporting in Salesforce NPSP 101 with Daniel Gorton
…reporting. Joining this session to talk Salesforce nonprofit reporting will be Daniel Gorton, a Certified Application Architect and Lightning Champion who manages a Salesforce instance at City Year in Boston….
Top 5 Sales Cloud Features in Salesforce Winter ’14
…the critical data to support that selling process. #3 Make the Sales Process More Efficient with the “Salesforce Console for Sales” As part of Salesforce.com’s rebranding of the Service Cloud…
Best Practices: Pros and Cons of Salesforce Required Fields
…information is logged! For more information on Salesforce.com Security, please see my earlier post on the 4 Pillars of Salesforce Security: Controlling Who Can See What. [tagline_box backgroundcolor=”” shadow=”yes” shadowopacity=”0.1″…
How to Convince Your Boss to Send You to Salesforce Training
I’ve been in your shoes before. You’ve been granted the responsibility to manage portions of a new or hand-me-down Salesforce instance (without proper Salesforce Training). Congratulations! As exciting as this…
Apex Sharing Gotchas in Salesforce
…Salesforce-certified experts who can advise on what your organization needs. Connect with a member of our team to discuss your project, then access a deep bench of Salesforce consultants to meet…
6 Tips to Improve your Productivity in Salesforce
…have you employed to increase your productivity working with Salesforce.com? [tagline_box backgroundcolor=”” shadow=”yes” shadowopacity=”0.1″ border=”1px” bordercolor=”” highlightposition=”left” link=”https://opfocus.com/contact-us/” linktarget=”_self” buttoncolor=”blue” button=”Contact Us” title=”Need more help with Salesforce than simple time…
Optimizing your renewals with Salesforce CPQ
…Nothing until Salesforce CPQ. Salesforce CPQ is a native tool on the platform designed to streamline your order configuration, pricing, quoting, and renewal process, which helps eliminate manual processes, reduces…
FileExporter: A Nifty Tool for Mass Exporting Salesforce Files
Imagine it is Tuesday morning and you need to export all the Attachments from your Salesforce org. The only way to download files en masse from Salesforce.com is via the…
Salesforce Date Formula – Today’s date plus one year
…confused on how to use Salesforce date formulas? We get it, Salesforce date formulas aren’t always easy to build out in your system. Learn more about how to handle your…
Thinking Outside the Box – Marketo & Salesforce
…Cases that were added to Salesforce due to Marketo. With this rather simple insight, we can now either manually delete these Cases in Salesforce (by creating a List View) or…