Matt Samela

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Person Accounts in Spring ’16
When Lightning Experience was released in Winter '15, companies couldn't hold back their excitement. The Salesforce world was humming, "Lightning." However, the Salesforce users using Person Accounts had a little bit more waiting to do before they could hop on the Lightning train. The wait is now over.  With the Spring ’16 release
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A Look At The New Salesforce Financial Services Cloud
Why Financial Services Cloud? As a new generation begins investing large amounts of money, the expectations for financial services  and wealth management have changed. These new customers expect customized services on demand. They have access to more data and information, leading them to be heavily involved in their investment decisions.
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Getting Started with Salesforce Data Deduplication
Ask any System Administrator: data maintenance is one of their biggest ongoing challenges to manage. How do you maintain data quality for thousands of records on a monthly, daily and hourly basis? The answer: use business rules, best practices and to help win the war against duplicate data. Below are 3 ways to get started with data dedup
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Salesforce Duplicate Management Has Arrived
The long awaited release of Salesforce Duplicate Management arrived with the Spring ’15 release. Users will no longer have to download an app from the app exchange to prevent users from creating duplicates in the system. Below is a basic idea of how the new feature works and some gotcha’s. How to Set up Duplicate Management 1) Create
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Multi Currency Price Books
[imageframe lightbox="no" style_type="none" bordercolor="" bordersize="0px" borderradius="0" stylecolor="" align="right" link="" linktarget="_self" animation_type="0" animation_direction="down" animation_speed="0.1" class="" id=""] [/imageframe][fusion_text] Where did your products go? Congratulations! Your company has grown and you are now
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Conga for Salesforce
Conga for Salesforce is a great tool for those who truly want to create customized templates using data stored in Salesforce. The integration works with multiple objects in Salesforce and can suit various needs. Here are a few helpful things I learned while working with Conga. Free 30 day Trial: Conga gives users the ability to use the ful
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5 Things to Know When Implementing Work.com
So you are ready to implement work.com for your Salesforce org. After completing the implementation for our instance here at OpFocus, I discovered a few things that you may like to know. 1) Initial Setup Work.com is very easy to setup which is convenient for new users. All you have to do is purchase it and then check the work.com user for ea
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5 Takeaways from the Salesforce Admin Training Class
So you just finished your week long Salesforce.com Admin Training class and your head is spinning. Not to worry, you are not the only one. Take a breath, let the dust settle, and try to remember the most important things you learned from you class and write them down. Below are 5 key things I learned. 1) Don't Feel Overwhelmed  The tr
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