How to Setup Salesforce Duplication Rules

Salesforce has provided the ability to prevent duplicates for almost two years now. However, many Salesforce customers are not aware of this functionality, and the setup can be a bit confusing. I recently helped my friend Jeff Lamb, Director of Sales Operations at Degreed implement Salesforce’s duplicate rules. Here’s what you need to know: Matching Rule Setup To access the duplicate prevention functionality in Salesforce […]

Read More Leave Comment

My Current Thoughts on Salesforce Person Accounts

Mark Bruso from EMS Consulting asks, Paul, I just read your article on LinkedIn to avoid Person Accounts.  But the article is almost 3 years old.  With all the updates Cari Aves and her team have done the last few releases (including Spring ’17 ) do you still feel the same?  I have a client that is 100% B2C and Person Accounts seem to be developed for their business […]

Read More Leave Comment