Anthony Herman, Author at Perficient Blogs
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Anthony Herman

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Transitioning from Notes and Attachments to Files in Salesforce

The rumors are true. Post Winter ’18, Notes and Attachments are a thing of the past. In 2019 and beyond, it’s all about Files. Salesforce Files Are Taking Over Salesforce Files allow you to “put documents, videos, or presentations at the center of sales, service, and marketing. Accessible from anywhere, files are always current to […]

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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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The Ultimate Salesforce Deployment Checklist

According to Forrester’s recent CRM trends report geared to help users navigate the future of CRM in 2017, the use of customer relationship management (CRM) solutions should be viewed as the foundational building block to power your customer experience (CX) strategy. For Salesforce users looking to tap into the true power of the platform, your […]

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