Salesforce

Our tagline mentions “End-to-End Digital Solutions,” as we are a global digital consultancy offering a multitude of strategy and technology services. We take pride in our consultative services and strive to be a trusted partner to our clients.   An area of expertise that we have strengthened over the last decade is in ecommerce strategy and platform implementations. Perficient also has a strong Salesforce and Mulesoft practice that we have grown since becoming a partner in […]

In manufacturing, partner ecosystems create efficiencies for reaching and serving customers. But they can also create unique complexities – especially when it comes to accessing customer data and creating digital experiences. According to a Forrester Consulting study commissioned by Perficient, 71% of buyers can choose a dealer, distributor, or other partner after a digital-only journey. […]

In my previous blog, An Introduction to Service Cloud Voice, I provided a high-level overview of Service Cloud Voice and some key benefits a part of this offering. In this post, I will cover why Amazon Connect is the best option for Service Cloud Voice telephony and what some of the advantages and capabilties of […]

In the previous blog, we discussed the basics of Email Studio in the Salesforce Marketing Cloud. We have covered: Content creation Subscriber behavior various methods of creating lists data extensions importing all the elements required for enticing emails for different subscribers In this segment, we will see: A/B testing Interactions and Tracing of the emails […]

The Salesforce Developer Experience (DX) is a set of tools that streamlines the entire development lifecycle. It improves team development and collaboration, facilitates automated testing and continuous integration, and makes the release cycle more efficient and agile. In this blog, we are going to see why and how to set up a Salesforce Environment on […]

Given the unique challenges of healthcare, deciding what you do or do not need in your CRM can have profound ramifications on future capabilities.  My previous blog pointed out that the Legacy CRM systems that have been a mainstay in healthcare for decades are quite different from the Enterprise platforms that have become the norm.  Today, healthcare marketing […]

What Is MFA, and Why Is It Important? As the security landscape evolves and threats compromising user credentials become more common, it’s important to implement strong security measures to protect your business and customers. Multi-factor authentication (MFA) is one of the easiest, most effective ways to prevent unauthorized account access and safeguard your Salesforce data. […]

CPQ Salesforce CPQ stands for Configure, Price, Quote. It’s an extension of your customer relationship management platform (CRM). Salesforce CPQ is a sales tool for companies to provide accurate pricing with any given product configuration scenario. CPQ gives your sales team easy to use software available on any device due to its cloud-based platform. CPQ […]

Salesforce provides different types of clouds and Marketing Cloud is one of them. Marketing Cloud is a platform that has multiple tools designed for an organization to interact with their customers or potential customers across various channels. Marketing Cloud provides various automations that makes the interactions with people more systematic, improve the reach and has […]

Imagine you are the owner of a company that sells electrical products. With Salesforce CRM, your marketing team was able to gather more and more customers. But you notice that the sales team is taking a much longer time to close sales. The sales team uses traditional methods; spending too much time filling out Excel […]

In Salesforce, Lightning Web Components (LWC) are a revolutionary change in the lightning platform programming paradigm. If you are new to Lightning Platform and you have been developing solutions outside of Salesforce with the help of HTML and JavaScript, then you will find LWC is a piece of cake. In this blog, we will be […]

In order to meet customer demands, organizations are looking to expand their digital process automation (DPA) services. As a result of these increased demands, the focus of DPA has moved from concerns about cost reduction to an emphasis on digital transformation. Traditional methodologies are being refined to focus on the customer journey and to ensure […]