Salesforce.com provides “My” filters out-of-the-box in Views and Reports to help isolate records owned by the User looking at them. It doesn’t however provide a straight forward way to isolate…
I recently had the chance to play with Salesforce Visualforce Charting and I really liked the animation feature that allows users to click on a legend to filter out the…
Salesforce offers Field History Tracking on all Objects and also Stage History tracking on Opportunities, however at times we want to be able to measure the velocity of movement between…
…field set wouldn’t suffice. So I decided to go with keeping the lists in a custom setting. The only problem with this is that while Salesforce supports putting Field Sets on…
Did you know that Salesforce has standard visual indicators available that can be displayed through a simple formula field? These eye-catching images allow users to quickly understand data at first…
…time to take that leap. To help you with that decision, here are five considerations. If any of them sound familiar, and you’re coming up short with standard Salesforce features,…
Do you like the idea of Omni Channel’s round robin routing but want to assign records to offline users? Well, with Public Groups in Salesforce and a little Apex, you…
BURLINGTON, MASS. APRIL 28, 2020 OpFocus, a leading Salesforce implementation consultancy for SaaS companies, today announced that Red Canary engaged it to transform critical sales operations. By implementing Configure Price…
Burlington, MA – May 7, 2020 – OpFocus, a leading Salesforce implementation consultancy for SaaS companies, today announced that RainFocus engaged it to build a new sales and marketing system….
https://youtu.be/s7IQ_Jr-W6M This Dashboard Dōjō focuses on the newest features available with the recent Salesforce Winter 2020 release. We looked back across a number of releases, step through each new feature’s…
…perhaps it is adding a Salesforce.com community for partners and customers. Or maybe integrating Salesforce.com into your ERP to automate your account management needs or improved enterprise reporting? Although not…
…an enjoyable experience. – Chris Rustici, Sr Manager, Business Applications at Imprivata The seaplane ride was a once-in-a-lifetime experience for all of our clients. But it was also an opportunity…
…What does your VP of Revenue title entail at VidMob? Before joining VidMob, Will was a customer of VidMob. This customer experience gave him unique insight into the product and…