How to prepare for your next board meeting
…next level with our upcoming Salesforce Reports and Dashboards workshops. Our founder and resident Salesforce guru, David Carnes, leads workshops after each new Salesforce release. The 2 day course covers…
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5 Essential SaaS Revenue Reporting KPIs the Board Wants to See
…Renewal Rates, it may be time to consider Salesforce CPQ. If you’d like to learn more, we created a guide on How to Choose the Right Salesforce Partner. Contact Us…
Ten Things I Think About Chatter Today
Chatter is ready for prime time. It has taken Salesforce a handful of releases to piece together a compelling feature set- but Chatter is now worth a serious look for…
Process Not Firing for Roll-up Summary Field Entry Criteria
…Case that I spent the better half of a day troubleshooting so I thought I’d share my experience. Hopefully, someone can benefit from my efforts. BUSINESS USE CASE Need to…
Guaranteed Deliverables with OpFocus Growth Services
…hold multiple Salesforce certifications. Your PM will assign the best resources from our roster for every one of your projects based on the platforms you use, the type of project,…
How can sales-led SaaS embrace Product-led Growth to drive net new ARR?
…your platforms and integrations integrate into your implementation strategy. Discuss how to integrate your SaaS platform with your CRM, marketing automation tool, Salesforce CPQ, and Experience cloud. Access the platform…
What is the Purpose of Lead Scoring?
…lead score is figuring out who is ready to buy. Imagine all the leads in your salesforce database are a good fit to buy your products. It is still likely…
How to Add a Footer to a Visualforce Page Rendered as PDF
We are often asked to create Custom Buttons in Salesforce which generate PDF versions of Quotes, Invoices, Account Plans, and so on from data within Salesforce objects. These on-demand PDF…
Dynamically Updating Probability When Selecting Stage with Visualforce
Clicks, clicks, and more clicks! Everyone wants the computer to do the work, clicking the mouse is just too hard! So let’s make the UI in our Salesforce org shoulder…
Force.com Developer Console: STRING_TOO_LONG
…less than 50KB. The solution was to split out most of the JavaScript into a separate file, put it into Salesforce as a static resource. I was also able to…
Service Cloud: Report on and Email the Last Case Comment
…Private Report on just the Last Case Comment, Public or Private The reason behind doing these customizations is because of the following limitations: Reporting Salesforce allows reports on either “All…
Pros & Cons of Report Charts vs Visualforce Charts
…on Pages. Report Charts on pages is the latest addition to the Page Layout customization, which came with the Winter’14 release of Salesforce.com. I think it is a very cool feature…
How to Sort a Custom Product Table with Visualforce
We recently implemented some customization around Products in a customer’s Salesforce org. Everything was great except the customer wanted to easily sort the columns in the Product related list. The standard…