Ops Framework

Setup and Run Operations in Salesforce

Ops Framework is a template for running all your Operations out of a custom object in Salesforce. 

This free package gives you a new, preconfigured Custom Object called "Workflow". Workflows are records that operations teams can use for tracking work, much like sales teams use Opportunities. 

Ops Framework supports all sorts of operational workflows, including:

  • Onboarding
  • Project Management
  • Order Fulfillment
  • Internal Requests
  • Contract Renewals
  • Compliance Processes

Managing Operations effectively is quite different than managing a sales team, where often casting a wide net is a great strategy. Operations succeeds through prioritization and focus.

Ops Framework gives you many of the features you’ll need to do so, built right in. New work sitting in ‘Needs Resourcing’ automatically shows you the schedule of upcoming work for your team, as well as who is and isn’t overloaded at the moment. As work progresses through being Requested, Scheduled, Started, and ultimately Completed, Ops Framework will automatically timestamp your progress.

Additionally, right out of the box you’ll be able to connect your team’s Projects, Onboardings, Fullfillment, etc to all sorts of other context in Salesforce, including:

  • Customers
  • Partners
  • Orders
  • Opportunities
  • Cases

Lastly, we’ve got off the shelf integration templates for syncing Ops Framework with your favorite Operations tools: 

Download Ops Framework for free today.

Muse Operations Logo
Muse Operations specializes in implementing and integrating applications for running Operations teams.

Chat with us about how you might use this tool with your team
Ops Framework
Lessons Learned in Software

From Our Blog:

Post by 
Michael Muse

Where is your team’s bottleneck?

Finding bottlenecks in Salesforce is easy with Flowdometer, a free tool for time tracking and setting SLAs in Salesforce.

Read More
Best Practices

Cracking the Operational Black Box

Use Flowdometer to be notified of process breakdowns as they happen

Read More
Best Practices

When in doubt, focus on process breakdowns

If you're not sure where to start with a dysfunctional team, start with repetitive work. Figure out how things are supposed to work, and where they aren't happening this way.

Read More