How to Disable Creating Specific Types of Opportunities
Have you ever run into a situation where you want users to be able to use multiple record types in a Salesforce object, but it should be illegal to create…
Search
search results for: salesforce lightning experience
5 Quick Tips to Write Great Code
…Apex Within Governor Execution Limits.” And consider bringing in an experienced consultant to review your code and suggest improvements. A little experienced help as you’re learning can help save you…
How to Add Your Own OpFocus Sales Activity Tracker Button
If you are currently using the OpFocus Sales Activity Tracker App on your Salesforce instance and would like to know how to add a new Sales Activity button to either…
5 Things to Know When Implementing Work.com
So you are ready to implement work.com for your Salesforce org. After completing the implementation for our instance here at OpFocus, I discovered a few things that you may like…
Mastering the Recall of an Approval Process
At one time or another, most Apex developers have had the need to interact with Approval Processes programmatically.Salesforce does make this possible, but the sequence of steps to do so is not…
Jump Start Your Wave Engine for Sales
Wave Platform Salesforce announced the Wave Platform two years ago at Dreamforce. Since then, Wave has revolutionized the way we look at data. Taking in the tedious ETL processes and packaging them…
5 Cool Things You Can Do with SteelBrick CPQ Quote Templates
…controllable by your User. Alternatively, because SteelBrick is native to the platform, you can lock down the checkbox and tie it to the Salesforce out-of-box Approval process. The watermark will…
How to Create a Last Won or Last Lost Opportunity Contact Report
As a Salesforce system administrator, you’ve probably heard of these common requests before. For example, has anyone in sales, preparing for a calling campaign at the beginning of the year…
thank you – subscribe
Thank you for confirming your subscription! We’re excited to be your go-to resource for all things Salesforce. If you have questions about our policy, drop us a note: marketing@opfocus.com …
what platforms will OpFocus work with?
…work with? Simply put, OpFocus is a Salesforce shop and we will work with pretty much any platform that can integrate with Salesforce. That isn’t all that helpful on its…
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…
Digging into Report Types Part II
…continuation of our previous discussion on report types. A critical first choice we make when reporting in Salesforce is that first choice- which Report Type should we use to get…
Consolidating Revenue Reporting Post-acquisition: What to Consider
…Salesforce CPQ. Keep in mind, however, that a platform is only as good as the infrastructure that supports it. CPQ is a highly customizable solution, even out of the box….