Matt Dalpini

Why We Use Custom Metadata To Simplify Flows “If you’ve ever had to update a flow because a picklist value changed or a rule shifted, you already know the pain of hardcoded logic.” https://lnkd.in/gTSViYmU

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Meet DECIDE: Your Decisioning & Assistance Engine 🎯 Credit decisions shouldn't feel like guesswork. DECIDE brings clarity, consistency, and confidence to every lending decision, all within your Salesforce environment! What DECIDE enables: ✨ Configurable decision matrices tailored to your criteria ✨ Real-time credit scoring and analysis ✨ Intelligent recommendations based on your parameters ✨ Full transparency into decision logic Whether you're processing 10 loans or 10,000 loans, every decision follows the same rigorous, compliant process = Consistency of Process & loans scored identically. ♻️ Ready to empower your lending team with intelligent decisioning tools? ✅ Schedule a discovery call or book a demo with us on our website! 🤳 #LendingIndustry #CreditRisk #RiskManagement #FinTech #ComplianceManagement #DigitalLending #CreditDecisioning #FinancialServices #Automation

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Are your Salesforce CRM and ERP truly aligned? Disconnected data leads to delays, errors, and missed opportunities.   With the right Salesforce CRM integration strategy, you can: ✔ Automate data consistency ✔ Align sales and finance operations ✔ Unlock complete customer visibility Operational alignment isn’t just technical, it’s strategic.   Ready to optimize your systems? Reach out to explore how. #SalesforceCRMIntegration #ERPIntegration #OperationalExcellence #Salesforce #OracleNetSuite #SystemIntegration #BusinessOperations #Automation

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Generic dashboards kill proactive service. RIAs using Salesforce Financial Services Cloud (FSC) are personalizing dashboards to deliver deeper client insight — and stronger relationships. Here’s how they’re doing it: ✅ Identify critical metrics — portfolio performance, goals, activity, risk tolerance ✅ Customize prebuilt FSC components — filters, visualizations, layouts ✅ Use dynamic dashboards — filter by client or advisor grouping in real time ✅ Leverage the Actionable Relationship Center — visualize household dynamics ✅ Integrate 3rd-party data via MuleSoft — bring planning + performance data into FSC ✅ Make dashboards mobile-ready — because client prep doesn’t always happen at a desk Personalized dashboards mean more efficiency, clearer insights, and deeper trust in every conversation. ▶️ Watch the full breakdown: https://lnkd.in/eRkuyknJ 🎯 Or book a dashboard consult with SOLVD.cloud to get started #SalesforceFSC #RIAOps #ClientExperience #DashboardStrategy #WealthManagement #SOLVD

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Are outdated payment systems costing your business millions? 💸 [https://lnkd.in/g2ny9Cnr] The finance industry is losing billions due to inefficiencies in payment collection, tracking, and compliance. If your Salesforce org still depends on scattered gateways and manual fixes you are probably losing more than you think. In this video, Shrey introduce ChargeOn, a Salesforce-native payment orchestration tool designed for banks, insurers, and NBFCs. Discover how you can eliminate payment bottlenecks, streamline collections, and ensure compliance all without juggling multiple tools. What you’ll learn in this video: ✅ The hidden cost of outdated payment systems in BFSI ✅ How ChargeOn centralizes 14+ payment gateways directly in Salesforce? ✅ Real-time transaction syncing & single-dashboard visibility ✅ Automated dunning for unpaid EMIs & premiums ✅ Built-in recurring billing for SIPs, loans, and subscriptions ✅ How to reduce manual errors and scale frictionless payments? #chargeon #salesforcepayments #salesforcechargeon #salesforce #bfsi

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Salesforce reports don’t fail because the data is missing. They fail because they’re built without a clear decision in mind. 🤔📊 For RevOps teams, report and dashboard customization is the difference between: • trusted pipeline reviews • consistent forecasting • teams actually using Salesforce (instead of exporting to Excel) This article breaks down practical techniques for customizing Salesforce reports and dashboards so they support real-world RevOps decisions—not just vanity metrics. Read it here: https://bit.ly/4iWAKbb #RevOps #RevenueOperations #Salesforce #SalesforceReporting #Dashboards #SalesOps #CRM

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Most Salesforce file strategies break because they were built solely around storage, not users. That’s why reps upload twice, legal hunts for versions, and Ops fixes permissions later. High performing teams keep it simple. sFiles can be configured to automatically provision folder structures on a Salesforce record so it is ready to accept files as soon as a user creates the record. Additionally, sFiles will automatically set any number of SharePoint custom fields populating from Salesforce data as well. No extra tabs. No duplicate uploads. No chaos. #Salesforce #SharePoint #SalesforceIntegration #SharePointIntegration #SalesforceEcosystem #CRMStrategy #RevenueOperations #CloudStrategy #SalesforceAdmins #B2BTech

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"True Story: How We Helped a B2B Lender Simplify Salesforce" 💸 A lender came to us with a Frankenstein CRM: ❌ 6 disconnected apps ❌ Bloated custom code ❌ Reps avoiding the system We simplified their tech stack, automated key workflows, and gave leadership clean dashboards. Result? ✅ Faster loan cycles ✅ Lower tech spend ✅ Happy reps 💬 Want to simplify your Salesforce? Say “SIMPLIFY.”

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Here's the truth about EPM platforms that no one wants to say out loud. Your EPM platform isn't your problem. Your data is messy. Your close takes 8 days. Your forecast is built in a spreadsheet that no one fully understands. Buying a new planning tool won't fix any of that. We help mid-market finance teams get the foundations right first. So when AI does the heavy lifting, it actually delivers something worth showing the board. That's EPM done properly. 1QG Group offers independent, vendor-agnostic EPM advisory. No agenda. Just results that matter. If you're a CFO or finance leader planning transformation in 2026, let's talk about getting the foundations right before the technology goes in.

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