OpFocus
OpFocus
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  • Просмотров 156 051
Boston RevOps Panel: Adjusting to the Economic Downshift with OpFocus, Salesforce, and SalesIntel
Hear a panel of seasoned RevOps executives including
Eric Sargent, Vice President of GTM Ops at Quickbase, Danielle Marquis, Vice President of Revenue Operations at Zappi, Kaitlin MacKenzie, Vice President of Revenue Operations at Onapsis, and Jarin Chu, VP of Marketing at OpFocus discuss how they're adapting to the downshift in the economy including:
- Adjusting business strategy to recover from layoffs and downsizing
- Tactics to pivot from “growth at all costs” to “efficiency” in RevOps and tech stack
- How to be prepared for the future and poised for growth (M&As, leveraging AI, etc.)
00:00 Introduction
03:46 What types of adjustments have you had to make to your team, systems, processe...
Просмотров: 77

Видео

Dashboard Dōjō - Masters in the Dōjō Series with Special Guest Steve Mo
Просмотров 296Год назад
Steve Molis, better known as Steve Mo in the Salesforce world, will join us to share his insights on Salesforce reporting. Steve is a long time contributor to the Salesforce community, and in particular well known for answering THOUSANDS of questions in the Salesforce Reports & Dashboards Chatter group.
Dashboard Dōjō - Setting Up and Using Multi Currency on Salesforce Reports and Dashboards
Просмотров 834Год назад
Salesforce’s multi-currency capabilities have implications on reporting. In this session we’ll explore the basics of multiple currencies, and then shift to discuss their impact on Salesforce’s data model and reporting.
Dashboard Dōjō - Salesforce Summer ’23 Release Report and Dashboard Features
Просмотров 399Год назад
Your Salesforce org will be upgraded to Summer ’23 on one of the three release windows: May 19, June 2, or June 9! In this session let’s step through each feature in the release notes and discuss its impact on our reach in reporting. Of note in this release, Salesforce’s Unified Experience for Analytics Home, better known as the Analytics tab, will be generally available (GA)!
Dashboard Dōjō - Salesforce Security & Permissions for Reports and Dashboards
Просмотров 2,2 тыс.Год назад
There are a few layers of security and permissions controlling what reporting features you can use, what reports and dashboards you can see or edit, and what records and fields appear on them. Join us to step through Salesforce profile permissions, folder sharing, record access and field level security and how they impact Reports and Dashboards.
"What a Unicorn Knows" by Matthew E May and Pablo Dominguez - Book Launch Discussion
Просмотров 112Год назад
Drawing on a mastery of lean-based methods for achieving maximum effect with minimum means, private equity operators Matthew E. May and Pablo Dominguez provide SaaS leaders with a powerful framework of universally applicable principles that enable any company to effectively accelerate its ability to scale and grow. Learn about the latest and greatest in SaaS at a special book launch party for W...
Dashboard Dōjō - PE Firm Operating Partner Analysis of Market Opportunity
Просмотров 119Год назад
The operating partner for a PE firm gave me an idea for our next meeting. He asked for help analyzing the addressable market by industry of one of their portfolio companies, showing the number of accounts, past won opportunity counts, %, and amounts, open pipeline counts and amounts, and related analysis on the weighted pipeline. To achieve this we set up a Custom Report Type and used it with S...
Dashboard Dōjō - Masters in the Dōjō Series: Aaron Crear
Просмотров 77Год назад
Aaron Crear travels the world to share his platform and reporting knowledge at Salesforce community events. He confounded and writes for reportforce.blog, while working as a consultant. Aaron is a long time speaker at Dreamforce, World Tours, and local community groups. He joins us in the Dōjō to share his passion for reporting and demo some things he’s been working on.
Dashboard Dōjō - Getting Started with Salesforce Reports II
Просмотров 226Год назад
Continuing with our Getting Started with Salesforce Reports series we’ll dive into the world of filters, formulas, joined reports and charts. The goal will be to introduce and provide context for each topic, while sharing resources (such as prior Dōjōs and favorite blogs) to learn more. Join us!
Dashboard Dōjō - Getting Started with Salesforce Reports I
Просмотров 431Год назад
We’re going to borrow an idea from our friends at Automation Hour and host a series of sessions on getting started. We’ll go over the basics of why do reporting in the first place, how to think about data and your data model, what permissions you’ll need to be a reporting super user, and what report types do for us. We’ll then walk through the Lightning Report Builder to try out the various rep...
Salesforce Standard Report Types
Просмотров 1,2 тыс.Год назад
The most important decision you make in reporting in Salesforce is the first one- which report type to use. We don’t talk about them a lot, but they have such an impact on the reports we are able to produce. Salesforce provides about 75 or so Standard Report Types. In this Dōjō session we’ll talk about them, their use cases and special features. Join the discussion!
Dashboard Dōjō - Salesforce Spring ’23 Report & Dashboard Features
Просмотров 1,3 тыс.Год назад
Are you ready for Salesforce's Spring '23 release? There's a lot packed in for Reports & Dashboards! Personalized Report Filters allow us to create a "My Filter" on any User Object Lookup Field. A number of updates are specific to Unlimited Edition, such as an increase to 15 Subscriptions for both Reports and Dashboards, the ability to add text and graphics to Dashboards, and an increase from 3...
Masters in the Dōjō Series: Evan Ponter
Просмотров 149Год назад
Evan Ponter is well-known in the Salesforce community for his popular presentations on process automation and reporting and his writing for reportforce.blog. He is a regular speaker at Dreamin events around the world, Dreamforce, and local community groups. He joins us in the Dōjō to share his passion for reporting and demo some things he’s been working on.
How can sales-led SaaS embrace Product-led Growth to drive net new ARR?
Просмотров 822 года назад
- Today’s SaaS boardrooms are abuzz with conversations about Product-led Growth (PLG). It’s no surprise as to why. Amidst a choppy macro landscape, investors looking for efficient growth are naturally drawn to PLG for its lower CAC and higher LTV relative to sales-led SaaS. RevOps leaders have been tasked with sorting the operational challenge of launching a PLG motion that complements - rather...
Dashboard Dōjō - Drive Adoption For Your Reports and Dashboards
Просмотров 1272 года назад
The worst feeling in the world (ok, maybe not the WORST), is creating an analytics masterpiece and realizing a while later that it’s gone unused. In this session we’ll discuss ways to drive adoption, from embedding analytics into Page Layouts, leveraging Favorites, sharing Folders, and getting permissions right. We’ll also talk about training users to take advantage of what you’ve built, throug...
Dashboard Dōjō - Salesforce Mobile Reporting
Просмотров 3662 года назад
Dashboard Dōjō - Salesforce Mobile Reporting
Dashboard Dōjō - Conditional Formatting in Salesforce Reports & Dashboards
Просмотров 3,7 тыс.2 года назад
Dashboard Dōjō - Conditional Formatting in Salesforce Reports & Dashboards
Dashboard Dōjō - Winter 23 Features and the Reporting Roadmap from Dreamforce
Просмотров 1342 года назад
Dashboard Dōjō - Winter 23 Features and the Reporting Roadmap from Dreamforce
Recession Proof Your RevOps
Просмотров 262 года назад
Recession Proof Your RevOps
Should leaders focus on automation before budgets are cut?
Просмотров 152 года назад
Should leaders focus on automation before budgets are cut?
How do you set the right tone regarding company culture?
Просмотров 122 года назад
How do you set the right tone regarding company culture?
How long does it typically take to get a return on automating processes?
Просмотров 102 года назад
How long does it typically take to get a return on automating processes?
What does RevOps mean at your organization? How can you establish a RevOps process?
Просмотров 162 года назад
What does RevOps mean at your organization? How can you establish a RevOps process?
Recommendations for RevOps leaders
Просмотров 62 года назад
Recommendations for RevOps leaders
What can you do to develop your internal team during a down economy?
Просмотров 92 года назад
What can you do to develop your internal team during a down economy?
How do you maintain your tech stack considering your internal and external resources?
Просмотров 42 года назад
How do you maintain your tech stack considering your internal and external resources?
How do you fill technical roles when your budget is reduced?
Просмотров 32 года назад
How do you fill technical roles when your budget is reduced?
What does operational efficiency look like in your organization?
Просмотров 612 года назад
What does operational efficiency look like in your organization?
Recession Proof Your RevOps - How do you build a foundation for operations, automation, and data?
Просмотров 82 года назад
Recession Proof Your RevOps - How do you build a foundation for operations, automation, and data?
Recession Proof Your RevOps 1
Просмотров 62 года назад
Recession Proof Your RevOps 1

Комментарии

  • @ggusta1
    @ggusta1 3 месяца назад

    Audio is super low

  • @YajurJohri-w8x
    @YajurJohri-w8x 3 месяца назад

    These series have been incredibly helpful for me to learn everything there is about SFDC reporting. Thank you for doing these!

  • @darrel.w
    @darrel.w 4 месяца назад

    Great video. Simple and easy to understand.

  • @KingsleyGeorge-r2c
    @KingsleyGeorge-r2c 4 месяца назад

    Very insightful! Thanks

  • @SanskritiJoshi-g7n
    @SanskritiJoshi-g7n 5 месяцев назад

    Good vdo!

  • @karenhayum4623
    @karenhayum4623 9 месяцев назад

    As usual, Dōjō kicks it! Thank you for another great session!

  • @PabloGarfunkel
    @PabloGarfunkel 11 месяцев назад

    I am wondering: is it technically feasible to setup and enable Snapshot Reports for a more complex report structure, like 'Opportunities with Opportunity Products' or is this limited to one-level object? Can't help but think this could be taxing on data quota...?

  • @AndrésRiaño-c3m
    @AndrésRiaño-c3m 11 месяцев назад

    Hey, thank you so much for the video. I have a question: Is it possible to track progress in option 2 in hours instead of days?

  • @nathanielmartin6631
    @nathanielmartin6631 Год назад

    Very cool Thanks for the video. Do you have a video going into the details about how to create a report/dashboard off of the newly created snapshot info once data starts populating?

  • @AgustinToledo-f9n
    @AgustinToledo-f9n Год назад

    Hi, I have a question: Is there a way to download a report with conditional formatting applied and also send it via mail with the report attached? Either in classic or lightning experience?

  • @IevaAvota-d8v
    @IevaAvota-d8v Год назад

    Very valuable ressource. Thank you so much for sharing this. I will be wathching the whole list.

  • @jawadali6853
    @jawadali6853 Год назад

    very useful really

  • @StevenOffutt
    @StevenOffutt Год назад

    Hello. Thanks for the video it is very helpful. I am having a really hard time getting my picklist field to let me map into the field from the source report. I have it as a text field on the object and the picklist is on the report but it does not let me choose the option of the picklist when mapping. Do you have any thoughts as to why? Thanks!

  • @redpilldude8688
    @redpilldude8688 Год назад

    The answer is because this guy does not understand what *customer success* is. Once he learns the ins and outs of actual customer success, he’ll realize why Gainsight is far superior to a sales tool like SFDC He’s not there yet lol.

  • @vishalkaira3008
    @vishalkaira3008 Год назад

    Can we display the dashboard on home page in mobile app ??

  • @rivaterrier
    @rivaterrier Год назад

    Evan is a genius. This approach is so powerful.

  • @benstoke9215
    @benstoke9215 2 года назад

    Amazing tutorial every thing is discuss clearly and very easy to understand for everyone

  • @thinkfastful
    @thinkfastful 2 года назад

    David, great to see you on RUclips!

  • @harleybliss8644
    @harleybliss8644 2 года назад

    Hello, I have created this in our Salesforce org for a custom object we have called “pricing requests”. I am wanting to track the time in each stage as you show in this video and on the OPfocus webpage. The issue I am having is the new “request stage change record” is being created when changing the stage manually; however, it is mot creating a record if the stage is changed by another process builder or approval process. Any advice on this?

  • @joncrosby1
    @joncrosby1 2 года назад

    Would love to see an example of this using a summary report (where totals are grouped) in order to keep row counts manageable. Having a hard time getting the fields to show when in summary report to map accordingly.

    • @davidcarnes573
      @davidcarnes573 2 года назад

      Hi Jon, thank you for the feedback. I will commit to doing another Dashboard Dōjō session on reporting snapshots... by far this has been the most popular of our over 30 hours of videos so far. You can find the others at: www.dashboarddojo.com/resources/. David

  • @mnmlbaez
    @mnmlbaez 2 года назад

    not a great instructor.

  • @hanoaa7347
    @hanoaa7347 2 года назад

    Hey thank u for your vidio really works but I have an question as you know the quotations changed to won or lost so can have a report for last year or last three months before thr quotations had changed please help

  • @TransformingTheFosters
    @TransformingTheFosters 2 года назад

    I still can't get that second PARENTGROUPVAL formula to work. Did he post the new formula yet? Also when I try to use GRAND_SUMMARY, I get an error that says it doesn't exist. Is there some type of trick to using that function?

  • @scootscience9771
    @scootscience9771 2 года назад

    Can you do one of these for capturing trends in your lead pipeline? Im having trouble illustrating how our lead pipeline morphs

    • @davidcarnes573
      @davidcarnes573 2 года назад

      Hi - yes, create your source report on key fields from the Lead object- ie Name, Status, etc. Create a target object which has a corresponding field for each of the columns in the source report plus a date field called Date to store the date of the snapshot. Then tee up the reporting snapshot to run on a regular schedule- ie weekly. Watch the data flow in and then create your reports and dashboards! Good luck!

  • @Jessica-lv7rz
    @Jessica-lv7rz 2 года назад

    Extremely informative, thank you! I love that this exists.

    • @davidcarnes573
      @davidcarnes573 2 года назад

      Thank you, Jessica! We have over 30 hours of other Salesforce report and dashboard videos on the Dashboard Dōjō site: www.dashboarddojo.com/resources/.

  • @ChoBoTa
    @ChoBoTa 2 года назад

    instead of a field for each stage can you help me know how to create a single field which displays duration of current stage?

  • @MonetAllDay
    @MonetAllDay 2 года назад

    Thanks so much for this video! Really helped me with a huge project that is working very well now :)

  • @r.hareshkumar1052
    @r.hareshkumar1052 3 года назад

    That helped me a lot thx

  • @justinbarss
    @justinbarss 3 года назад

    Loved this content. Thanks @David for hosting a great place to talk about best practices with Dashboards.

  • @taiseerrahman9853
    @taiseerrahman9853 3 года назад

    Thanks for the informative video! Had a quick question regarding the Projected Amount Won formula for the Joined - Won Opps and Open Opps report: The first block we filtered for Closed/Won Opportunities only, and by that logic, won't the win rate always be 100%? In which case the Projected Amount Won would always equal the Sum of Amount for Open Opps? (multiplying amount:sum x1)

  • @Jake-ol4nk
    @Jake-ol4nk 4 года назад

    I like your vids. I think you deserve way more views. If I was you I would look into using smzeus . c o m. I’ve been using it to promote my main channel and it helped me get my videos higher in the search results!

  • @SaikatPaul
    @SaikatPaul 4 года назад

    Will this component also show on Mobile App ? As far I know, Custom Lighting component won't be visible on Salesforce Mobile App.

  • @akbarmulani4323
    @akbarmulani4323 5 лет назад

    While attaching static resource file getting error as "Error: static resource cannot exceed 5 MB". My downloaded file size is 8 MB. What can I do now?

  • @jp09062622
    @jp09062622 5 лет назад

    Awesome video. A quick idea on Lightning components. keep going, buddy. They are very helpful for beginners.

  • @badrulhussain5545
    @badrulhussain5545 5 лет назад

    Hi to learn is there a free version of the dev console?

  • @krishnaparamesherukulapati141
    @krishnaparamesherukulapati141 5 лет назад

    Hello bro, I need your help on something i am working. My gmail id is parameshfall15@gmail.com. Please ping me i can share you the details. Thank you.

  • @hereLiesThisTroper
    @hereLiesThisTroper 5 лет назад

    This is an amazing tutorial! I was able to understand the flow so well! Thank you so much!

  • @davepattison5672
    @davepattison5672 6 лет назад

    An excellent introduction to Wave dashboards. Well done!

  • @anushajoglekar7291
    @anushajoglekar7291 6 лет назад

    A very useful video for Beginners

  • @garlapatichowdary5130
    @garlapatichowdary5130 6 лет назад

    how to download the lightning zip file

  • @willdixon9525
    @willdixon9525 6 лет назад

    Great video! Thanks

  • @apuroopnaidu1078
    @apuroopnaidu1078 6 лет назад

    For quick formatting or indentation: *SHIFT + TAB*

  • @roryzhuang67
    @roryzhuang67 6 лет назад

    Can't hear you

  • @fredericklane745
    @fredericklane745 6 лет назад

    I am following this session now. Am also trying to complete my Lightning Components Superbadge, final step 10. Can anyone help with this please?

  • @ganeshkumarchiramshetti5587
    @ganeshkumarchiramshetti5587 6 лет назад

    i am having trouble with adding design system to static resource..

  • @ganeshkumarchiramshetti5587
    @ganeshkumarchiramshetti5587 6 лет назад

    why it is saying give a legal name for bundle, tried many names.. plz help

  • @Anya-mc6cx
    @Anya-mc6cx 6 лет назад

    A huge thank you

  • @ashrael37
    @ashrael37 6 лет назад

    Great video. Thanks!

  • @vaishaligoel6102
    @vaishaligoel6102 6 лет назад

    please post moree videos

  • @prashantkore7338
    @prashantkore7338 6 лет назад

    Sweet and simple !