Identifying Your Salesforce.com System Administrators
…experience is key because you need to understand the full implications when making a change within Salesforce. For example, if Sales is asking for changes to Accounts, how might services…
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Seismic Selects OpFocus to Facilitate Rapid Growth using Salesforce and CPQ
…a streamlined, holistic customer experience. Toby Carrington, VP of Revenue Operations, Seismic. “OpFocus’ Salesforce/CPQ expertise, strategic advice, and willingness to turn on a dime have made them a great partner…
The Business Impact of Salesforce Experience Cloud – Registration
…and drawbacks of building communities on Salesforce Experience Cloud? How does a community project impact my long-term roadmap? Speakers: Ben Bryer, Senior Director of Business Operations at CentralReach Sofia Morales, Director of Business Systems…
Salesforce Summer 2020 Release – Our Favorite Features
Every few months Salesforce does the impossible, improving on its already robust platform. With each new release comes new features and functionality. After spending a month with the Salesforce Summer…
So you wanna be a rockstar, or at least a Salesforce Administrator?
…In just a few hours, you can have the basics of Salesforce under your belt. Courses include: Getting Started with Salesforce CRM Navigation For all users; covers Salesforce CRM concepts,…
6 Tips on Choosing the Right (Salesforce.com Consulting) Partner
If finding the right consulting partner for your Salesforce.com project feels like an epic project in itself, you are not alone! All around the world people interested in implementing Salesforce.com,…
Keys to Becoming Salesforce Service Cloud Consultant Certified
…Portal. The Service Cloud is something that is learned over time. If you do not have much “real world” experience, Salesforce offers a great workbook that will walk you through…
Improving the Virtual Experience – Top Takeaways
…practices your team should keep in mind: In-Event Best Practices Gamify the experience Make the experience as interactive and fun as possible! Get your audience involved Use things like polling…
Integrating with Salesforce: 5 Questions to Consider & Ask Your Consultant Before Getting Started
…Salesforce Name of Field in Other System Type of Field (Text, Date, Currency, etc) Description of Field -Direction of Sync (Salesforce to Other System, Other System to Salesforce, Bi-directional) Frequency…
Auto-Approval in a Multi-Step Salesforce Approval Process
…like field updates, for another discussion.) This article will address how to handle a Multi-Step Salesforce approval process How can I create an approval process in Salesforce? That’s easy, you…
How to Prepare for Salesforce.com Certification
…people with Salesforce.com skills, you can improve your outcome by focusing on candidates with certifications. As of January 2013, the current set of Salesforce.com Certifications includes: Certifications Questions Pass %…
Predictive Index Strategic Business Transformation
…chose OpFocus to make it happen. According to Olvera, “OpFocus had deep experience in Salesforce, had proven itself tackling projects similar to ours, and excelled in the two areas we…
Salesforce Optimizer, the New Tool in How Your Org is Doing
If there is one questions that every Salesforce admin has ever asked, it is “How can I make my Salesforce better?” Salesforce Optimizer. In the Spring ‘17 release, Salesforce has…