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Posts Tagged ‘salesforce’

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Four Key Takeaways from TrailblazerDX

Last week, I attended TrailblazerDX in San Francisco, where the content was all about Salesforce Data Cloud and AI! There were over 300 sessions to attend, from technical talks to hands-on workshops where attendees could learn how to build copilots and how to use the latest Salesforce platform features directly from product managers, architects, and […]

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How to Assign Records to Salesforce Queue: A Complete Guide

Hello Trailblazers! With the need for effective customer data and records management increasing, Salesforce developed a solution called Salesforce Queue. Queues offer a dynamic solution, allowing users to efficiently organize, assign, and prioritize tasks and records. If you are not aware of what a Salesforce Queue is, how to create one, and its advantages, check […]

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How to Use the Personalization Connector for Salesforce Sales and Service Clouds

Have you ever wondered what happens if you connected Personalization with Sales and Service Clouds? The Personalization connector for Sales and Service Clouds exposes user data and server-side campaigns in Salesforce CRM for your contacts and leads. ✋ The Key for Success To use Personalization for Sales and Service Clouds, you’ll need to have: User […]

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Achieving New Heights in Healthcare Marketing With Salesforce Marketing Cloud Personalization

In December 2022, the Department of Health and Human Services released a bulletin announcing additional compliance requirements for healthcare marketers when it comes to third-party trackers. The guidance lays forth expectations for how healthcare organizations collect data on activities that take place on their website and mobile apps.   So, what’s the problem? Per the […]

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Mastering Salesforce Queues: A Step-by-Step Guide

Hello Trailblazers! Welcome to our comprehensive guide on Mastering Salesforce Queues! In today’s fast-paced world of growing businesses, efficiency and organization are key to success. Salesforce Queues are a powerful feature designed to help businesses streamline their workflow, improve team collaboration, and enhance overall productivity. In the previous part of this blog, we discussed “What […]

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Dynamic Element Handling in Salesforce UI with Katalon Studio

Salesforce is a widely used customer relationship management (CRM) platform that offers a range of tools and services to help businesses manage their customer interactions effectively. One key aspect of Salesforce is its user interface (UI), which includes various dynamic elements designed to enhance user experience and streamline workflows. Understanding Dynamic Elements in Salesforce UI […]

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Introduction to the Salesforce Queues

Hello, Trailblazers! In this blog post, we’ll learn: What are Salesforce Queues? What is the Purpose of Queues? Permissions in the Salesforce Queue. Advantages of Salesforce Queues. Some important points. So let’s get started…   What are Salesforce Queues? Salesforce queues are virtual containers within the Salesforce platform that hold records, such as leads, cases, […]

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Salesforce: A Growth Mindset for 2024 and Beyond

We’re in Our #GrowthEra  It’s a new year, and with that, there is always change. One of those changes is that I’m now leading Perficient’s Salesforce business unit as the Managing Director. I’ve had the opportunity to work in the Salesforce ecosystem for 8+ years with top-notch talent. Our team continues to do amazing work […]

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Unleashing Synergy: Why Salesforce Data Cloud is the Perfect Companion to Your Existing CDP

Leveraging Your CDP In today’s dynamic business landscape, harnessing the power of customer data is non-negotiable for success. Companies around the globe are increasingly turning to Customer Data Platforms (CDPs) to consolidate and manage their customer information effectively. While many organizations have already invested in a CDP, the addition of Salesforce Data Cloud can elevate […]

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Automating the Survey Invitations with Flows

Hello Trailblazers! With Salesforce Survey, gaining valuable insights and feedback from your audience becomes a seamless and insightful experience. In this blog post, we’ll learn how we can Automate Survey Invitations with the help of Flows. This innovative capability empowers you to integrate surveys into your Salesforce Flows effortlessly, ensuring timely and targeted feedback collection. […]

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Salesforce – Understanding the Overlap of Data Cloud and AI

In the wild world of artificial intelligence (AI), your vision of how to marry up systems and capabilities can get murky, quick. In fall of 2023, Salesforce hosted their annual expo, Dreamforce. At Dreamforce 2023, it was all about Data + AI + CRM. The team relaunched its Data Cloud platform and ensured exciting, trusted […]

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How to add ‘Chat Session’ to the Experience site page

In today’s digital age, businesses are always looking for new, creative ways to communicate with their clients, partners, and staff. Salesforce Experience Cloud is one potent tool that has become very popular. With the help of this innovative platform, businesses can build vibrant, interesting, and useful online communities that promote deeper relationships and productive interactions. […]

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