Ecochlor Sales Cloud Optimization Success
…was a challenge. Although Ecochlor had started using Salesforce, no one had experience with the solution. Because they didn’t know how to properly cleanse data, effectively use filters or set…
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Express Yourself: Writing REGEX Functions for Administrators
…respectively. To create custom ranges we can use braces and up to two criteria: NOT(REGEX(“Salesforce Salesforce Salesforce”,”(Salesforces?){3,7}”) This expression will not fire a validation error if the word “Salesforce” is…
What to expect during an OpFocus Salesforce CPQ implementation?
…team’s involvement. Then you’ll know everything you need to begin your Salesforce CPQ implementation. OpFocus Salesforce CPQ Implementation Phases We broke up a Salesforce CPQ implementation into six standard stages…
Introducing Order to Chaos – Ali Seibel – RevOps Rockstars
…cuz reps don’t love being in Salesforce, but they love working in a tool that they don’t necessarily have to go to Salesforce to update things. And it just, it…
Talking with Top Stakeholders – Chris Glen – RevOps Rockstars
…make that balance easier. With over nine years of experience in Business Systems, he has built and led teams across a variety of departments. Chris sits down with hosts David…
10 Free Salesforce.com Apps That Your Company Needs
…install. Graphics Pack AppExchange Link: Graphics Pack Provider: Salesforce Labs Cost: Free Description: Graphics Pack is like emoji for Salesforce. This simple install adds several hundred icons into your instance…
5 Reasons to Invest in Salesforce.com Over SugarCRM
…Salesforce.com for your client relationship management (and entire business operations!): 5. Limitless Resources When you join Salesforce.com, you join a community that spans across thousands of Users in hundreds of…
Comparing 5 Salesforce Data Loader Tools
…tuned for my next blog where I talk about leveraging Salesforce Data Loader and other related tools to backup Salesforce such as: DBAmp, SQL server, Ownbackup, and Salesforce weekly exports….
Work Smarter: Top 5 Salesforce System Admin Tools
…Admin tools out there that can help you successfully navigate the ocean that is the Salesforce setup menu. 1. Salesforce Inspector (Chrome, Firefox) The first Salesforce System Admin tool on our…
Threat Stack Salesforce CPQ Implementation
case study OpFocus Helps Fast-Growing SaaS Innovator Threat Stack Transform Order Processing using Salesforce CPQ challenges an order and renewal process that held them back Salesforce is a powerful CRM…
5 Key Considerations When Implementing Salesforce for Outlook
…good news, as many system administrators already know, is that Salesforce does offer Salesforce for Outlook, and it is available for all editions of Salesforce. The even better news is…
How to Accurately Track the Last Stage Change Date in Salesforce
…in Salesforce. https://www.youtube.com/embed/7nJ_1NP72yc Problem One limitation encountered with out-of-the-box Salesforce reporting is that there is no easy way to report on how much time an opportunity stays at each stage….
Elevating your Salesforce DevOps in 2021
Elevating your Salesforce DevOps in 2021 Do you have a process in place for improving and expanding your Salesforce instance? Is leadership properly investing in Salesforce DevOps? It’s amazing what…