Bridging the Gap Between Sales and Service
…Salesforce, it’s not real! Was this post helpful? Let us know what your team is doing in Salesforce to bridge the gap between Sales and Service in the comments below!…
Search
search results for: salesforce lightning experience
Simple Salesforce Integration with Web-to-Lead
There are many routes to integration with Salesforce. The Bulk, SOAP, REST, and Metadata APIs are all powerful tools for integration. But they can be complex, requiring a substantial effort…
The Quest for Knowledge in Salesforce Knowledge: How to Make the Knowledge Tab Visible
…in place of the Articles Tab! For more information on Salesforce Knowledge be sure to check out Jesse’s article here: https://opfocus.com/blog/that-is-true-salesforce-knowledge/ [tagline_box backgroundcolor=”” shadow=”yes” shadowopacity=”0.1″ border=”1px” bordercolor=”” highlightposition=”left” link=”https://opfocus.com/contact-us” linktarget=”_self”…
Demystifying SeeAllData in Unit Tests
…Tests for Apex Classes in Salesforce are as follows. What Is Visible with SeeAllData=false What is NOT Visible with SeeAllData=false When to use SeeAllData=true As stated above, by default, Salesforce…
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…
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…
What is the duration of a Salesforce Roadmap?
…strategic roadmap? Commonly known as a “strategic roadmap,” we call these engagements a Salesforce Roadmap. We deliver predictive recommendations, directions, and leadership during this engagement to plan your growth initiatives….
CPQ Preparation: Making the Case for Salesforce CPQ
CPQ Preparation: Making the Case for Salesforce CPQ Thursday, January 20th 2022 @ 1 PM ET David Movsesian Director of CPQ Consulting OpFocus Jacob Grenz Director of Solutions OpFocus Thurs…
Qstream Marketing Operations Optimization
case study OpFocus Helps Sales Enablement SaaS Pioneer Boost Speed, Transparency, and Insights with Salesforce and Pardot challenges gaining insights and visibility into customer activities Qstream was relying on Salesforce…
Why a BSD? The OpFocus Approach
…overcoming them. The Problem with Traditional Scoping for Implementation or Optimization When you work with a consultancy for projects like establishing a new Salesforce instance or implementing Salesforce CPQ, the…
Building Successful RevOps Teams – Kaitlin MacKenzie – RevOps Rockstars
…around you to support your ambitious growth goals? Our guest on the RevOps Rockstars podcast, Kaitlin MacKenzie, Vice President of Revenue Operations at Onapsis, spoke about her experiences building a…
Evariant Demand Unit Waterfall Implementation
…“Adoption is the biggest issue companies have with Salesforce. I knew if we took the onus of populating demand units off of end-users, we’d deliver a much better experience for…
Yesware Marketing Automation Transformation
…do I trust them to do whatever we need to enhance Salesforce, but I also rely on them for everything from change management guidance to advice on who to hire for our internal…