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Salesforce Marketing Cloud: Introduction to Email Studio 102

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 […]

Set Up Your Salesforce DX Environment

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 […]

Legacy Healthcare CRM: Understanding Why It Needs to be Different

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 […]

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Implementation of Multi-Factor Authentication (MFA) in Salesforce

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. […]

Salesforce CPQ Overview

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 […]

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Salesforce Marketing Cloud: Introduction to Email Studio 101

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 […]

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Vlocity CPQ in a Nutshell

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 […]

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An Introduction to Lightning Web Components

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 […]

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Perficient Listed in Two Q3 Forrester DPA Reports

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 […]

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Salesforce Roundtable: Virtual Event for Manufacturers on September 10

Calling all manufacturers! Come join us for a candid conversation with experienced manufacturing leaders on Thursday, September 10. Hosted by industry veterans Tony Kratovil from Salesforce and Eric Dukart from Perficient, this virtual roundtable event will dive into what’s top of mind in the world of manufacturing and how companies with indirect sales channels can […]

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Salesforce 101: Introduction to the Fastest Growing CRM

New to Salesforce? Thinking about developing your skills? Welcome to a quick introduction to Salesforce and how you can start your own learning path with Trailhead. The Advantages of the Cloud Founded in 1999 by former Oracle executives Mark Benioff, Parker Harris, Dave Moellenhoff, and Frank Dominguez as a software as a service (SaaS) company, […]

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The Sixth Key Commitment of Revenue Resilience – We Need Hospitals to Adapt

Series Authors: Tom Kiesau, Dr. Sam Bhatia, Paul Griffiths This series explores the uncomfortable reality that this adaptation will likely span a longer period than the authors believe has been widely expected. Three leading organizations — Salesforce, Perficient, and The Chartis Group — have come together to share bright spots within the healthcare community that can point the way to building the […]

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