Autocomplete Lookup Fields Inside Flows
…fields. The highlighted field, “Owner”, is the field that I would like to lookup active Salesforce user records. To configure the field, I simply appended “_jqlookup” to the end of…
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Talking SaaS Benchmarking with Lauren Kelley (CEO, OPEXEngine)
…the SaaS space? Drop your suggestions in the comment section below! Interested in how to design SaaS benchmarking right into your business reporting using Salesforce? Our strategic consulting team can…
SAAS GROWTH: GETTING FROM $20M TO $200M
…reporting. This can lead to siloed operations, think Salesforce admin split between Sales for SalesOps or Marketing for marketing activities. With business operations managers taking the role of a new…
Refine the Roll-Up: RightStar Alliance Takeaways
…assessment or catalog exercise. Look at the platforms, like Salesforce, and apps, like DocuSign, at each organization. Your team should create a spreadsheet of what each company has in its…
Strengthening Marketing & Sales – Everything You Need To Know
…Waterfall and Salesforce Operations – What Is the Demand Unit Waterfall? First up is the Demand Unit Waterfall. Since launching in 2017, this framework from SiriusDecisions has helped guide the…
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…Background OpFocus focuses on helping SaaS companies leverage Salesforce and other CRM platforms to grow sales, streamline operations, and improve marketing. We provide a range of services, including: Strategic Consulting,…
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…of our rockstars will be in touch within a business day. While you’re here, check out some of our latest RevOps content. CPQ . ABM Salesforce Roadmap Growth Services…
Dashboard Dōjō – Formulas for Reporting Part III – Thursday, March 24th @ 12 PM ET
…format solving real world reporting problems. Along with practice writing and testing Formulas, each participant will end the session with many examples of Formulas to use in their own Salesforce…
SaaS RevOps Success: Nailing Your Next Acquisition
…element in acquisitions? Speakers: Linda Sirmans, Senior Manager of Salesforce Projects at Seismic Frank Davis, SVP Sales Operations at Emburse Jim Parker, Senior Growth Advisor at OpFocus David Carnes, Founder and…
Preparing for a Data Migration Project
…may include: How should Records Types map into the target Salesforce instance? Will we merge, add new, or remove Record Types during the merge? What apps or system integrations exist…
Your Roadmap and Growth Services Buyers Guide
…if you have any questions, connect with our team and we can help you find the clear solutions for revenue growth. Identify the right Salesforce partner Access your guide First…
Dashboard Dōjō – Fun with Filters
https://www.youtube.com/embed/KWKpECmebok In the first-ever Dashboard Dojo, our Salesforce Sensei David Carnes discusses how your team can use filters to drill down data. Learn from the best and start using filters…
Dashboard Dōjō – It’s Time for Trending
https://youtu.be/Amn44Uc2Gf0 In our second Dashboard Dōjō, our Salesforce Sensei David Carnes stepped through grouping on date fields, Field History Tracking, Historical Trending, Historical Trend Report Type, along with Reporting Snapshots….