Salesforce

Hello Trailblazers! Salesforce provides powerful reporting tools to analyze and visualize data effectively. Among these tools, the Bucket Field stands out as a feature that enables categorization of data directly within reports. In this blog post, we’ll focus on creating a Bucket Column specifically for Picklist type fields in Salesforce Reports, offering a step-by-step guide […]

In today’s digital age, personalization is key to keeping customers engaged and satisfied. Salesforce Experience Cloud offers various features that allow businesses to deliver tailored experiences, making customers feel valued and enhancing their connection with your brand. Here’s a simple guide on how to leverage personalization to boost engagement. 1. Personalization: Creating Tailored Experiences Personalization […]

Imagine you’re building a Lego masterpiece. You’ve got blocks of all shapes and sizes—cylinders, squares, rectangles—but they all need to come together in harmony to create something amazing. Salesforce Apex collections work in a similar way. Collections help you organize and manipulate data efficiently, and sometimes, you need to convert one collection type into another […]

The Salesforce Spring ’25 release is just around the corner, bringing a mix of exciting new features, critical updates, and changes designed to enhance the platform’s usability and security. However, with each new release comes the responsibility of preparation, ensuring that your Salesforce environment remains seamless and efficient. Whether you’re a developer, admin, or end […]

Salesforce introduces release updates in every cycle, which may modify how specific features or products behave. To ensure a smooth transition, it’s crucial to test these updates in a sandbox environment before they are activated in your production system. This is especially important as these updates will take effect from January 2025. Steps to Prepare […]

Salesforce enforces release updates during each major release cycle, which may alter the behavior of specific features or products. To ensure smooth operations, it’s essential to prepare by testing these updates in a sandbox environment before they are automatically enabled in your production environment starting January 2025. Image Source: Salesforce Preparation Steps Test in Sandbox […]

As Salesforce prepares to roll out its Spring ’25 release, it’s vital to stay ahead of the curve. These updates bring new features, enhanced security, and changes that may impact existing configurations. By proactively testing and preparing your Salesforce org, you can ensure a smooth transition and minimize disruptions. Below, we outline preparation tips and […]

Imagine this: You’re working in a sales team, and you need to send a professionally designed PDF quote to your client. But instead of attaching it manually, your system does it automatically at the click of a button. Seamless, isn’t it? This magic happens when Salesforce and REST API join hands to send PDF documents. […]

This week, the Perficient team had an amazing time at the Salesforce Manufacturing Summit in Atlanta. The event was filled with energy and innovation, and we were excited to be a part of it. With over 800 attendees, more than 40 sessions, and 20 product demonstrations, the summit provided a fantastic opportunity to connect with […]

In order to write device-specific code in Salesforce LWC (Lightning web components), we will explore different methods of detecting a device in this blog. The following methods can be used in Lightning Web Components (LWC) to identify a device or distinguish between a desktop, tablet, or mobile device: 1. Using Standard web APIs navigator.userAgent In […]

Access Salesforce Setup Before you begin working with Experience Cloud, ensuring that the right people have access to the right information is critical. Log in to Salesforce with administrator credentials. Open the Salesforce App Launcher and search for “Experience Cloud.” Click on Experience Cloud to open the setup page and begin managing your communities. Create […]

Imagine you’re a skilled craftsman working in a massive warehouse. Every day, your task is to process thousands of unique items and ensure that each one is properly logged and stored. But let’s face it — mistakes happen. Sometimes an item gets mislabeled or damaged, and you need to know which ones to fix, and […]