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Insights, trends and tips to help organizations enable customer success with Salesforce

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Activate to SFTP from Salesforce Data Cloud

SFTP?  Isn’t that old? It is an oldie, but a goodie.  🙂 With Data Cloud we can send data to a lot of external data sources like Marketing Cloud Engagement or Amazon S3 through Activation Targets.   But there are times we are working with a destination system like Eloqua or Marketo that has solid support […]

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Mastering Lightning Accordion in LWC – Part 1: Introduction and Basics

Hello Trailblazers! Accordions are powerful UI components that help organize and display large amounts of content efficiently by allowing users to expand or collapse sections as needed. In Salesforce Lightning Web Components (LWC), the lightning-accordion component provides a built-in way to implement an accordion with minimal effort. This blog will cover everything you need to […]

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Can We Control Field-Level Security from Apex?

Imagine you are building a Salesforce application and must ensure that users can only access specific fields based on their profiles or permission sets. You might wonder: can we control field-level security (FLS) from Apex? Explore this topic and understand the possibilities, challenges, and best practices. Understanding Field-Level Security in Salesforce Before we explore Apex, […]

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Agentforce and Unstructured Data = Yes!

Leveraging data that is ‘trapped’ within unstructured data files like PDFs is a powerful capability within Agentforce.  With an Agentforce Data Library this ability to surface PDF content through an Agent is now available in a ‘No Code’ fashion to all Salesforce Admins. So what is our Agentforce unstructured data use case? Let’s say we have […]

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Deserializing JSON Responses in Apex

As Salesforce developers, handling JSON responses is a common task when working with external APIs or manipulating data structures. Apex provides several powerful methods to deserialize JSON into native objects, making it easier to work with structured data. In this blog, we will explore different approaches to deserialize JSON in Apex, accompanied by examples for […]

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Craig Isakson’s TDX 2025 Game Plan: AI, Agentforce & Innovation

Director Craig Isakson is always looking to explore the latest tech and find new ways to improve client solutions. This year, he’s especially excited for TDX 2025—here’s why! Diving Into What’s New in Agentforce Craig is excited to dive into the latest tools in Agentforce and see how other developers are putting them to use. […]

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TDX 2025 Through Anthony Turley’s Eyes: What He’s Most Excited About

As a Technical Consultant, Anthony Turley is always on the lookout for innovative solutions that can transform the way his team serves clients. This year, he is particularly excited about attending TDX 2025, and here’s why: Exploring Agentforce’s New Capabilities Anthony can’t wait to dive into all the new features and capabilities Agentforce has to […]

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Driving Customer Loyalty with Experience Cloud

In today’s competitive business environment, customer loyalty is a valuable asset. Retaining an existing customer is far easier and more cost-effective than acquiring a new one. Loyal customers continue to make purchases and act as advocates for your brand, helping to drive growth and improve your reputation. But how do you create and nurture long-term […]

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How to Subscribe to Salesforce Reports

Hello Trailblazers! Salesforce Reports are a cornerstone of effective data-driven decision-making. They allow you to analyze and visualize business data efficiently. Salesforce offers a subscription feature for reports to ensure you or your team stay updated on important metrics without manually checking them. Subscribing ensures that you receive reports regularly in your email inbox, making […]

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The Importance of Content Moderation in Salesforce Communities

Content moderation is a key component of online communities, ensuring the platform remains safe, respectful, and professional for all users. While enforcing rules is essential, content moderation is more than just applying penalties or removing harmful posts. It’s about creating an environment that promotes positive interaction, cooperation, and trust among community members. This is especially […]

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Perficient at TDX 2025: Leading the Way in AI Innovation

We’re heading to San Francisco—the city of innovation—for TDX 2025 on March 5-6 (and streaming on Salesforce+)! Event Details Dates: March 5-6, 2025 Location: Moscone West Convention Center | San Francisco and streaming on Salesforce+ Registration: Register here – don’t miss this agent-first innovation. This year’s event is all about pushing the boundaries of AI innovation and […]

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Cracking the Code: How Salesforce Handles Data, Files, and Big Objects

Imagine you just started using Salesforce, and your manager asks you, “How much data can we store in Salesforce?” You open your laptop, search through Salesforce documentation, and suddenly feel overwhelmed by terms like data storage, file storage, and big objects. Don’t worry! In this blog, let’s break down the types of storage in Salesforce […]

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