Blog Objectives Understand the advantages that Pay Now provides for both your business and furthermore, your customers. Understand how Pay Now links can help reduce overdue payments. Understand how Pay Now streamlines payment processes across various channels, including Commerce, Sales, and Service. Accelerate Your Payments: Late or overdue payments can significantly affect your business […]
Salesforce
A Comprehensive Guide to Creating Matrix Reports in Salesforce
Hello Trailblazers! Salesforce provides users with versatile reporting tools to manage and visualize data effectively, and Matrix Reports stand out as one of the most powerful report formats in Salesforce. Matrix reports allow users to group records by both rows and columns, making them highly valuable for detailed data analysis across multiple dimensions. This type […]
AI-Powered Prior Authorization: A New Era with Salesforce Health Cloud
In the ever-evolving healthcare industry, efficiency and patient care are crucial. Streamlined processes ensure that patients receive timely and appropriate care, reducing the risk of complications and improving overall health outcomes. At the same time, a strong focus on patient care fosters trust and satisfaction, which are essential for successful treatment and recovery. Recognizing these […]
Understanding ‘with sharing,’ ‘without sharing,’ and ‘inherited sharing’ in Salesforce
Understanding “with sharing,” “without sharing,” and “inherited sharing” Imagine you’re running a magical library. Different sections of the library have unique rules. Some areas are open to everyone, some only to premium members, and others depend on the librarian’s current mood. Salesforce’s sharing keywords—with sharing, without sharing, and inherited sharing—work much the same way. They […]
Salesforce CPQ Advanced Approvals: A Beginner’s Guide to Streamlined Approval Processes
Introduction to Salesforce CPQ Advanced Approvals Imagine you’re a sales manager at a growing tech company, and your team is generating quotes faster than ever. But as quote volume increases, so does the need for accuracy, compliance, and proper approvals. Here’s where Salesforce CPQ (Configure, Price, Quote) steps in, making quote creation fast and consistent. […]
Three Judges, Five Minutes, Global Potential: Highlights from Our Demo Jam Events
At Perficient’s Salesforce team, every day we work with our project teams and clients to bring them the very best work and come up with some pretty creative solutions along the way. We work with our global teams on a project, giving our full attention to our clients. But sometimes, we don’t get the chance […]
Chi-Town’s AI Revolution: Join Perficient at Agentforce World Tour Chicago
Join us at the Agentforce World Tour Chicago to discover what AI was meant to be—all in one day, all for free. Experience the groundbreaking AI innovations from Dreamforce, now live in Chicago. Event Details: Date: Thursday, December 19 Time: 9:00 a.m. – 5:00 p.m. ET Location: McCormick Place – Lakeside Center, 2301 S Martin Luther King […]
Experience the Future of AI at Agentforce World Tour Atlanta
Join us at the Agentforce World Tour Atlanta to be a part of the latest AI innovations from Dreamforce 2024. Engage in sessions and demos to gain hands-on experience and create customized agents tailored to your business needs. This major innovation from Dreamforce is now live in Atlanta. Event Details: Date: Wednesday, December 18 Time: 9:00 […]
Boost Your Customer Support to the Next Level with Salesforce Agentforce – Here’s How!
Imagine a busy call center where customer support agents are helping customers resolve issues, answer questions, and provide product guidance. But instead of switching between multiple systems, agents have everything they need in one place: customer information, order history, communication tools, and real-time updates. This is made possible by Salesforce Agentforce, a platform designed to […]
Join Us at Agentforce World Tour Dallas: Unleashing AI Innovations for Your Business
Join us at the Agentforce World Tour Dallas to be a part of groundbreaking AI innovations straight from the main stage of Dreamforce. Dive into sessions and demos to get hands-on experience and build customized agents tailored to your business needs. This is the biggest innovation from Dreamforce, now live in Dallas. Event Details: Date: Tuesday, […]
A Complete Guide to Creating Summary Reports in Salesforce
Hello Trailblazers! Salesforce provides users with a robust reporting toolset that enables businesses to analyze their data, identify trends, and drive smarter decision-making. Among the various types of reports available in Salesforce, Summary Reports stand out as one of the most popular due to their ability to group and summarize data effectively. Summary reports allow […]
Perficient Joins Salesforce’s Agentforce Partner Network
Revolutionizing Business Operations with AI Agents We are thrilled to announce that Perficient has been added to the Agentforce Partner Network, a groundbreaking ecosystem introduced by Salesforce. This network is designed to revolutionize how businesses leverage AI agents to enhance customer success and operational efficiency. The Agentforce Partner Network brings together leading partners to build […]