Terry Luschen – Delivery Director

In today’s hyper-connected world, organizations are racing to provide their customers with personalized, seamless experiences across every channel. For companies rolling out Agentforce—a cutting-edge Salesforce-based solution for agents, brokers, or any field sales team—having a robust data foundation is crucial. This is where Salesforce Data Cloud shines. By integrating Salesforce Data Cloud into your Agentforce […]

What a great week at Connections 2024 in Chicago!  There were so many great sessions and announcements to be excited about.  I wanted to write about two of the lesser known, but albeit very important features of Data Cloud and how they work together:  Data Graphs and Query Editor! In the fast-paced world of customer […]

In the realm of data management and analytics, the terms ETL (Extract, Transform, Load) and ELT (Extract, Load, Transform) have been commonplace for decades. They describe the processes involved in moving data from one system to another, transforming it as needed along the way. However, with the advent of technologies like Salesforce Data Cloud, a […]

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 […]

Salesforce Connections 2023 promised new ways for businesses and individuals to better drive innovation, efficiency, and growth – it did not just meet these expectations but exceeded them! Other Perficient colleagues and I were proud to represent our strong Salesforce practice and were also prepared to take home loads of new information. Along with the […]

3 Upcoming Updates for Salesforce Marketing Cloud It is that time of the year again for another Salesforce Marketing Cloud release! The Winter 2023 release is happening October 5-23, 2022. Get an exclusive, in-depth look at the new features by tuning into the Winter ’23 Marketing Cloud Release New Feature Overview. Join this Salesforce webinar […]

A few years ago, I wrote this post: The Basics of Calling a Visualforce Page from a Salesforce Detail Page. It illustrated a very simple way to use a custom button from a detail page to call a Visualforce Page with an Apex Controller, so some action on that record could be taken, and then return […]

Lightning Bolt, the new Salesforce framework for deploying next generation communities and portals, is going to make standing up industry-specific applications very efficient. When a Lightning Bolt solution is installed, it is then available as a template when a new community is created. Selecting it is as easy as selecting the Customer Service (Napili) Template. […]

Choices can make us all feel like Goldilocks. One option is too big, another option is too small. Data integration can feel the same way. It’s hard to know what’s “just right” for your organization. Wait – what exactly is data integration? It’s the combination of technical and business processes used to combine data from […]

How are you measuring user adoption in Salesforce? Can you use Google Analytics to do it? Good news – absolutely. Picture it. The big moment has arrived. You’re so excited about rolling out Salesforce to your users. Months of hard work have been spent getting ready for this day, and you know your users are […]

Proper security setup and configuration is extremely important. If you pick the wrong tools, wrong configuration or wrong integration, you could be setting yourself up for failure. One of my favorite sayings as a football coach is, “The game is talking to you. Are you listening?” With football, the way the opponent lines up will […]