Digging in to Report Types Part I
…Today! A critical first choice we make when reporting in Salesforce is that first choice- which Report Type should we use to get at the data we need to report…
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Digging into Report Types Part II
…at the data we need to report on? Report Types defines which records and fields are available for use on a Report, based on the relationships between the objects involved….
Why Does My Managed Services Contract Auto-Renew?
…job at hand is just as essential. Clients with renewing contracts get first dibs on OpFocus experts, from consultants and data experts to architects and developers, throughout your engagement. So…
Forrester B2B Summit 2021: Sessions we’re most excited for
…to scale your company into the next SaaS unicorn. You’ve strengthened your people, process, systems, data, and governance to support growth, but you still feel like you’re playing catch up….
Guaranteed Deliverables with OpFocus Growth Services
…best people for the tasks You will get unfettered access to our deep roster of consultants, data experts, architects, and developers. All of whom are experts in their domains and…
What is the duration of a Salesforce Roadmap?
…critical aspects of your people, process, systems, data, and governance. We’ll work with stakeholders to write SOPs that will create the future state your organization wants to reach. And if…
What to expect during an OpFocus Salesforce CPQ implementation?
…metadata, configuration data, layouts, permissions, and license agreements. We will perform initial testing to validate the deployment and then ask your stakeholders to test and validate system performance before they…
When should I begin a strategic roadmap and will it delay revenue growth?
…now and follow through with it, when will you? It’s nearly impossible to properly evaluate your people, process, systems, data, and governance without a roadmap engagement. Lastly, if your team’s…
What is ASC 606 compliance and why do you need it?
…the quoting process, reducing inconsistencies between contracts. Ability to attract investments—if you’re following ASC 606 compliance when reporting revenue, that accurate data can inform investors deciding to work with your…
CPQ Preparation: Making the Case for Salesforce CPQ
…What documentation will a CPQ consultant expect from my team? What type of data housekeeping should my team complete? What are some best practices my team needs to follow? Speakers:…
How to Overcome Misalignment in a Growing Team
…and discuss reporting data that may otherwise be overlooked and enable conversations about broader organizational goals. During periods of rapid growth, leaders may unintentionally drift away from those operational goals,…
OpFocus’s Salesforce Managed Services Lead to Dependable Growth: Everything you need to know
…quoting process, cleaning and managing data, shoring up security and access, and ongoing support. Not sure if Managed Services is right for you? This article addresses some of the most…
7 Salesforce Issues SaaS Companies Face During Rapid Growth
…reduce churn and increase retention. Scalability Hypergrowth puts revenue into overdrive, but to be sustainable, you need people, processes, systems, data, and governance that can keep up. Frankenstack If your…