Salesforce and Marketing Operations Blog | OpFocus

How to Create a Custom Help Tab in Salesforce

David Carnes — Mon, 06 Feb 2012 03:46:34 +0000

Why is it that so few Salesforce.com systems we see have in-your-face help on the company’s business processes for Users to leverage? Salesforce is incredibly well documented as a tool, but the out-of-the-box Help obviously can’t explain anything about your internal processes. One of the easier customizations you can make in Salesforce.com is to add [...]

Salesforce.com’s Workbench Tool Is Not Just For Developers

David Carnes — Sat, 04 Feb 2012 20:35:05 +0000

Workbench is a free tool from Salesforce.com that benefits Developers and System Administrators alike. Beyond its API and developer related utilities, it offers data tools that resemble and exceed those of the Data Loader. Best of all it is browser-based- you can access it via workbench.developerforce.com. It’s official description from the tools page on developer.force.com is: [...]

Ten Things I think About Chatter Today

David Carnes — Tue, 10 Jan 2012 15:45:15 +0000

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 your organization. This is especially true as more and more people are accustomed to features on Facebooks and LinkedIn. Chatter requires almost no setup for [...]

Practice Reports and Dashboards with the Salesforce.com Analytics Workbook

David Carnes — Mon, 21 Nov 2011 04:40:21 +0000

We’ve long seen that practice is the key to improving one’s skills at Reports and Dashboards in Salesforce.com. To that end, we were pleased to discover a new self-paced training guide from Salesforce’s Quick Tutorials series tucked away on page 65 of the Winter ’12 Release Notes. It is called “Analytics Workbook – Get the [...]

5 Pithy Suggestions for Improving Your Business Processes

Jerry DeWalt — Wed, 05 Oct 2011 12:58:43 +0000

What is Your Process? As a member of the OpFocus process team, I have come to more fully appreciate the value of internal process. As the project leader for Salesforce implementations, I have seen how well-developed processes save companies time and money. Business Process Management is a big subject and I only want to touch [...]