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…
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Get Lost (in a good way!) with Trailhead
…Salesforce’s homegrown, free training tool launched in 2015. Salesforce created it with the goal of transforming how customers learn to use Salesforce, by simplifying Salesforce’s complexity into terms developers, admins, and business…
5 Issues With Pardot & How To Avoid Them
…Always update the status of your Salesforce campaigns when you plan to use them! I can’t find the completion actions for my Salesforce campaign Another aspect of the Pardot-Salesforce connection…
Building Customer Success Excellence in Salesforce
…are discussing when you should build out CS functionality in Salesforce and how to create a 360º view. Topics include: What CS use cases can Salesforce solve or has solved…
Done and Dusted: 5 Things About Data Cleaning You Probably Didn’t Know
One of the most important parts about a migration into Salesforce is getting legacy data into the system. Unfortunately, this process can become one of the lengthiest and most dangerous parts…
An OpFocus Solution to Activity Tracking in Salesforce
…customer engagements, not stressing over the need to go through several steps and screens to log a voicemail. Stream-lining and easing their user experience of Salesforce is essential for solid…
Importance of Internal Stakeholders at Start of CPQ Projects
…a successful Salesforce CPQ project. Having implemented dozens across various industries, we’ve learned what should happen at the start of a CPQ project to ensure things go well. Include all…
Upcoming SaaS Events (June 2020)
…the first time, our annual Salesforce training course will be held online. David Carnes will share his decades of experience around how to effectively prepare for your Salesforce Certified Administrator…
Use Formulas to Solve Problems in Salesforce.com
Formulas are incredibly useful in overcoming the challenges you face as an Admin, Report Writer, Customizer or Developer of a Salesforce system. Learning how to use them can seem daunting;…
5 Things That Could Give Your Custom Salesforce Apex Code Hiccups
Have you ever received a complaint from a Salesforce User about an unfriendly error message like, “Apex trigger Task caused an unexpected exception, contact your administrator: Task: execution of AfterInsert…
Use Salesforce Custom Summary Formulas to Track Target vs Actual?
Is Salesforce’s Forecasting functionality too frustrating or heavy for your Sales KPI needs, but you still need to report actual versus target sales results? Don’t want to purchase and install…
How to Search LinkedIn via Custom Button in Salesforce
We lamented in a previous post about the weakness of the LinkedIn integration provided out of the box with Salesforce.com’s Social Contacts feature. LinkedIn provides a wealth of useful information,…
New Analytics Features in Spring ’14 Release
…clicked, all of the headers appear and stay on the page until clicked again to minimize them. Embed Charts in Salesforce 1 Embedded charts in Salesforce1 As I discussed in…