Portal to Community Migration Made Easy
With Salesforce’s release of Communities a few years ago, more and more companies are moving off of their legacy Salesforce Portals and switching to Communities. Although Salesforce has made the…
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Make Attachments Searchable Using Chatter
Have you ever wanted to filter the Attachments associated with a Salesforce record? While Salesforce provides a standard page for uploading Attachments and Notes, there is no way to gain…
Wrap Your Head around HEDA
HEDA (Higher Education Data Architecture) is Salesforce’s biggest win yet for the Higher Ed community. It’s the brainchild of Salesforce, their Higher Ed customers, industry leaders and the Power of…
The OpFurcus team – Meet Our Furry Coworkers
…journey in the Salesforce Ohana. The vet thought she was about 4 years old but now as she has become almost completely blind, the vet thinks she might be a…
Top 5 questions on Account-Based Marketing
…would like to assign to each salesperson to balance optimal coverage and account penetration. #4 How important is the aggregate score? Should we use Salesforce or a third-party resource to…
End of Year Operations: Dos and Don’ts
…want approval to require additional information like a pre-deployment and post-deployment plan. This can be done either in Salesforce or through external resources. Sandboxes Having a sandbox strategy is very…
Starting with CPQ: 8 Most Common Reasons for Customization
You’re considering bringing on Salesforce CPQ. You’re facing the pressure to improve orders and renewals but aren’t sure where to start. You know the platform can set the groundwork to…
Turning It Off And On Again – Stas Daszkiewicz – RevOps Rockstars
…is responsible for the go-to-market tech stack, including Salesforce, Outreach, and Marketo. “We talk about process first and technology second.” Stas Daszkiewicz, Senior Director of Information Technology at Sisense Stas…
People First: How to Stay Calm, Healthy, Focused in Crisis
…our own. Despite regional Salesforce events postponed or canceled, we are more active than ever to stay connected with our OpFocus community. Project managers will restructure any in-person kickoffs to…
Top 4 Tools for a Best in Class ABM Tech Stack
…sales, contracting and legal, finance, professional services, client success, customer service. Yes, it all begins with your CRM. While other tools have several viable options, Salesforce is by far the…
How High Growth SaaS Leaders Build a Customer Lifecycle that Maximizes CLTV
…your CLTV, check out these other expert panel takeaways: Building Customer Success Excellence in Salesforce The Business Impact of Salesforce Experience Cloud If you’re experiencing challenges with your tech stack…
Recession Proof Your RevOps: Panel Discussion Takeaways
…our panel is doing to drive operational efficiency at their organizations. Build integrations into your ERP from Salesforce to automate sending billing orders to revenue recognition Measure team productivity more…
Leading Your RevOps Team To Success – Heidi Thompson – RevOps Rockstars Podcast
…in-house and outsourced work? Due to some painful experiences in the past, Heidi jokes that she has PTSD about leveraging offshore resources. She notes, “Offshoring responsibilities as a small startup…