Technology Partners

In this blog, we’ll explore Power Apps, the concept of components, and how they enhance app efficiency and scalability. What is Power Apps? Microsoft Power Apps is a low-code/no-code platform that allows users and businesses to create custom applications with minimal coding. It enables app development for web browsers, mobile devices, and tablets. It seamlessly integrates with Microsoft services like SharePoint, […]

In this blog, we delve into Salesforce Connect, an innovative solution for seamlessly integrating external data into the Salesforce ecosystem without the need for data duplication. By enabling real-time data access, you will explore how Salesforce Connect bridges the gap between Salesforce and external systems like legacy databases and ERP systems. This blog provides a […]

Modern business workflows often require flexible and efficient ways to export, transform, and share data. By combining the capabilities of Power Apps, Power Automate, and Office Scripts, you can create a seamless process to dynamically customize and update Excel files with minimal effort. This guide demonstrates how to dynamically export data from Power Apps, process […]

Visual Basic for Applications (VBA) projects are integral to Microsoft Office automation. From automating repetitive tasks in Excel to creating powerful macros for Word or Excel, VBA can significantly enhance productivity. However, protecting and securing your VBA projects is essential to safeguard your intellectual property, maintain data integrity, and prevent unauthorized access. This blog will […]

One of the powers of Data Cloud is the way that it can unlock ‘trapped’ data.  Let’s say that you had a large set of data like VIN (Vehicle Identification Number) numbers that you did not want to put in your Sales Cloud because of row storage limits, but you really wanted to use that […]

As businesses increasingly rely on Salesforce to manage their critical data, ensuring data security has become more important than ever. Apex, Salesforce’s proprietary programming language, runs in system mode by default, bypassing object- and field-level security. To protect sensitive data, developers need to enforce strict security measures. This blog will explore Apex security best practices, […]

Salesforce is a powerful CRM platform that enables businesses to manage customer data and automate workflows. However, ensuring the security of your Salesforce environment is critical to protecting sensitive data, maintaining compliance, and safeguarding your business processes. This post will explore how to identify and resolve Salesforce security violations, protecting your organization from potential threats. […]

Today, customers expect to interact with businesses anytime, anywhere, and on any device. With mobile usage on the rise, businesses must ensure their digital experiences are optimized for mobile. Salesforce Experience Cloud helps companies create personalized and branded digital experiences, but these experiences must be mobile-friendly to meet customer expectations. Why Mobile Optimization Matters Over […]

Have you seen the speed at which the digital landscape is shifting and evolving and thought to yourself, how can I keep up? How can I level up my organization’s digital customer experience and futureproof my website and digital ecosystem to ensure consistent growth for years to come? The answer might just be a shift […]

When a project kicks off, one of the first things a project manager must do is make sense of the timeline and determine when key functionalities will be completed. This can be a daunting task, but here are some helpful tips to gain clarity on what will be completed and when for tracking milestones in […]

As a Databricks Champion working for Perficient’s Data Solutions team, I spend most of my time installing and managing Databricks on Azure and AWS. The decision on which cloud provider to use is typically outside my scope since the organization has already made it. However, there are occasions when the client uses both hyperscalers or […]

Salesforce has been giving us a ‘No Code’ way to have Data Cloud notify Sales Cloud of changes through Data Actions and Flows.   But did you know you can go the other direction too? The Data Cloud Ingestion API allows us to setup a ‘No Code’ way of sending changes in Sales Cloud to Data […]