Technology Partners

Hello Trailblazers… As you all know, Salesforce, as a versatile customer relationship management (CRM) platform, provides a variety of features to manage different- different business needs. One such feature is the “Person Account,” designed for businesses that interact directly with individual consumers rather than companies. So, this blog will provide an in-depth understanding of Person […]

Specialization is critical for Perficient in vetting itself as a contender in the hotly-contested Fortune 2000 digital transformation consulting industry.  Without it, our clients and customers cannot be certain that the experts we engage to successfully deliver mission-critical technical solutions have the necessary skills to ensure success.  In layman’s terms, a partner specialization for Google […]

Hello Trailblazer! As we all know, Salesforce is a powerful customer relationship management (CRM) platform that provides various tools and features to manage customer data effectively. Among its core components, “Accounts” play a pivotal role in organizing and managing information about the companies or individuals you do business with. This blog will provide you with […]

At Perficient, we are driven by our vision to be the place where great minds and great companies converge to boldly advance business. We are on a mission to shatter boundaries, obsess over outcomes and forge the future. A huge part of fulfilling that vision is fostering an inclusive culture that empowers diverse voices and […]

In part 1 of this series, I walked through the setup of a simple navigation component (HTL). This component’s model uses a service to provide a list of navigation link elements. This results in the author only needing to select a starting path, without having to add each link manually. What’s more, we set up […]

Hello Trailblazers… Salesforce provides robust functionality for managing partner relationships, including the ability to convert existing users into Partner Users. This feature is especially useful when you need external partners to have access to your Salesforce org to collaborate on opportunities, access resources, and enhance business processes. In this blog, we will walk you through […]

Hello Trailblazers… Salesforce, the world’s leading CRM platform, offers robust features to manage different types of relationships and interactions. One key feature is the ability to create Partner Account, which can help you manage relationships with external partners, such as distributors, resellers, or consultants. In this blog, we’ll walk you through the steps to create […]

Hello Trailblazers… In today’s competitive business environment, managing relationships with your business partners effectively is crucial for success. Salesforce offers a powerful solution for this: the Partner Portal. A Partner Portal allows you to collaborate seamlessly with your partners, providing them with access to key information and resources while maintaining control over your data. In […]

Salesforce’s robust sharing model ensures that users have access to the data they need while maintaining the security and integrity of sensitive information. A key component of this model is the use of Sharing Objects, which control access to individual records. In this blog, we’ll delve into what Sharing Objects are, how to use them […]

When working with large datasets in Salesforce, summarizing data efficiently is often a necessity. Thats where the AggregateResult class in Apex comes into play. It allows developers to perform aggregate functions like SUM, AVG, COUNT, MIN, and MAX on sObjects, providing a way to group and summarize data effectively. In this blog, well delve into […]

I started a new Sitecore Personalize project.  The client nonprod and prod environments were freshly spun up.  All fresh and clean.  No offer templates, no experiences, no decision models.  I created the first experience and proceeded to click the preview button to test my experience.  To my surprise the experience did not render, and the […]

In today’s competitive digital landscape, creating an inclusive digital accessible environment is not only a legal and moral obligation but a strategic business advantage as well. According to the World Health Organization, 16% of the global population has some type of disability; this translates further into an ROI impact, with a reported 70% of disabled […]