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

Data Migration Steps for Moving to Salesforce Lightning Knowledge

How Do I Migrate to Lightning Knowledge with Multiple Article Types in My Org? As mentioned in my previous blog, Salesforce tends to recommend Lightning Knowledge for new customers or customers with only one article type in their org.  However, just because you don’t exactly meet the ideal criteria doesn’t mean you can’t or shouldn’t […]

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A Salesforce Classic to Lightning Knowledge Readiness Deep Dive

In the Spring ’17 release, Knowledge had its beta debut in Lightning but with the latest release (Summer ’17) it is officially generally available (GA). As of right now, Knowledge is available in both Classic and Lightning Experience; but it is a great time to evaluate if you’re ready to enable Lightning Knowledge in your […]

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Visual Indicators, an Eye-Catching Approach to Viewing Data

Skimming data (emails, records and documents) is a habit most busy people have in the daily lives.  With time being at a premium, many tend to move quickly over pages or records in an effort to gleam to the actionable components quickly.  Depending on your role as a Salesforce user, a good part of your […]

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Enhancing Salesforce Communities to Market Multi-Product Brands

Companies are often burdened with a wealth of data, as well as customers that may have cross-over between multiple products they own that can cause confusion with marketing to difference audiences, or what information should be displayed in a Salesforce Customer or Partner Community. Likewise, companies may also be faced with the debate whether or […]

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Leverage Salesforce Ideas in Your Community

One of the greatest features you can offer your customer or partner base as a product-driven company is an idea engine. It allows those who use your product regularly to offer suggestions on how to improve it, features to add, or what new products to create. Giving the power to your customers to help make […]

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Top 5 Enhancements to Maximize Sales Cloud Support Contracts

At the end of a successful deployment or when a Salesforce org has been up and running for a while, clients often find it useful to dedicate a certain number of hours toward general or function-specific support. These support hours can be used on an “as needed” basis for questions and org enhancements. We typically […]

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Exploring the New Partner Central Template

Last year, Salesforce announced the release of Lightning Partner Community, allowing businesses to use Lightning to quickly deploy a rich and powerful community for their partner ecosystem. I couldn’t agree more with Kara’s blog on 5 reasons you’ll love Lightning Partner Communities given the success we’ve had and feedback on deploying Lightning Partner Communities for our […]

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10 Change Management Tips for CRM Success

Focus On the People Not Just the System When implementing a new system such as Salesforce, regardless of an organization’s project management methodology (waterfall, agile or a hybrid), the approach is usually taken with the “lets get it done, can do” attitude. While this approach is helpful in completing the project on time and on […]

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When to Use Process Builder or Apex Triggers to Automate

Salesforce offers multiple tools to automate your company’s business processes. Oftentimes we run into confusion deciding whether to choose Process Builder or Apex triggers when both are capable of doing some of the same functions. Let’s take a closer look at some of the pros and cons of using Process Builder compared to Apex trigger. […]

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Organizational Change Management for Salesforce Communities

The Need for Change Management When implementing Salesforce Community Cloud for external users, companies don’t always implement the same Organizational Change Management (OCM) related activities as they do for their internal users. By applying OCM techniques to any aspect of the customer or partner journey, project stakeholders can better achieve their vision for building a […]

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