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Time-Stamping Salesforce: Safeguard Your System Against Undocumented Edits 27 Aug 2013 | 04:13 pm
Are certain areas of your Salesforce.com instance accessed by multiple departments? Does your company struggle to keep track of Field updates being made by your team? Here at OpFocus, consultants are ...
5 Things That Could Give Your Custom Salesforce Apex Code Hiccups 20 Aug 2013 | 09:39 pm
Have you ever received a complaint from a Salesforce User about an unfriendly error message like, “Apex trigger Task caused an unexpected exception, contact your administrator: Task: execution of Afte...
Bridging the Gap Between Sales and Service 13 Aug 2013 | 05:27 pm
A few weeks ago, OpFocus clients submitted blog post topics that they wanted to see on our website. Amongst them was a suggestion on writing about bridging the gap between Sales and Service — hat tip ...
More Fun with Force.com Transactions: Create a Unique Number 6 Aug 2013 | 04:32 pm
I’ve been having fun with Salesforce transactions lately – more accurately, fun with starting and then rolling back transactions. I wonder if that means I have issues with commitment…. Maybe you’ve se...
Configuring Salesforce Profiles: Tips I Wish Someone Told Me from the Start 30 Jul 2013 | 04:52 pm
In last month’s security blog, I provided a high-level description of the Four Pillars of Salesforce security, which controls what a User can see in Salesforce. The next key aspect of security to thin...
Multiple Currencies: Part II 23 Jul 2013 | 04:10 pm
This is a continuation of a two part series on Multiple Currencies. After Joe’s journey with Multiple Currencies, during which he was continually disappointed, he told his VP of Sales, Bob, that he di...
Create a Task Assigned to Lead Owner of a New Web Lead 16 Jul 2013 | 04:19 pm
I recently got a request from a client to write a trigger that creates a task when a lead is created from Web-to-Lead (Lead Source = “Web”). The Task should have Due Date = Today, WhoId is the Lead.Id...
Why Your Business Should Be Excited About Lead Nurturing 10 Jul 2013 | 07:49 pm
Your business has moved beyond the launch phase, when your most creative talents were focused on filling blank sheets of paper with ideas. Looking to ramp up and scale, your team has purchased a stron...
6 Tips on Choosing the Right (Salesforce.com Consulting) Partner 1 Jul 2013 | 11:59 pm
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, ...
4 Pillars of Salesforce Security: Controlling Who Can See What 26 Jun 2013 | 08:18 pm
When I graduated from college, my first job focused on data security for a university in Boston. While it had next to nothing to do with the International Relations degree with which I graduated, and ...