Salesforce

Hello Trailblazers! With the need for effective customer data and records management increasing, Salesforce developed a solution called Salesforce Queue. Queues offer a dynamic solution, allowing users to efficiently organize, assign, and prioritize tasks and records. If you are not aware of what a Salesforce Queue is, how to create one, and its advantages, check […]

Have you ever wondered what happens if you connected Personalization with Sales and Service Clouds? The Personalization connector for Sales and Service Clouds exposes user data and server-side campaigns in Salesforce CRM for your contacts and leads. ✋ The Key for Success To use Personalization for Sales and Service Clouds, you’ll need to have: User […]

In December 2022, the Department of Health and Human Services released a bulletin announcing additional compliance requirements for healthcare marketers when it comes to third-party trackers. The guidance lays forth expectations for how healthcare organizations collect data on activities that take place on their website and mobile apps.   So, what’s the problem? Per the […]

Hey there, data enthusiasts! If you’re like me and thrive on uncovering insights that drive business decisions, then you’re in for a treat. Today, we’re diving headfirst into the world of advanced reporting and analytics in Salesforce, with a special focus on leveraging Einstein Analytics to unlock the full potential of your data. So grab […]

Aloha Trailblazers! In the fast-paced digital landscape of 2024, businesses are constantly seeking innovative solutions to enhance efficiency, security, and transparency in their operations. Enter Salesforce Blockchain, a revolutionary technology integrated into the Salesforce platform, offering new possibilities for business transformation. In this blog, we will delve into the world of Salesforce Blockchain, exploring its […]

Aloha trailblazers! With the rise of digitalization, the demand for advanced solutions has surged, leading to the inception of the Secure Experience Cloud. This powerful Salesforce feature allows external or unauthenticated users to access a subset of your data securely. While advantageous, this functionality carries the risk of potential security threats, which can be mitigated […]

As there is rapid growth in businesses going digital, the need to develop scalable and reliable functionalities to connect applications, Cloud environments, on-premises assets have grown. To resolve these complex scenarios, iPaaS seems to be a perfect solution. For example, if a developer needs to connect and transfer huge data from an e-commerce platform to […]

Hello Trailblazers! Welcome to our comprehensive guide on Mastering Salesforce Queues! In today’s fast-paced world of growing businesses, efficiency and organization are key to success. Salesforce Queues are a powerful feature designed to help businesses streamline their workflow, improve team collaboration, and enhance overall productivity. In the previous part of this blog, we discussed “What […]

Hello, Trailblazers! In this blog post, we’ll learn: What are Salesforce Queues? What is the Purpose of Queues? Permissions in the Salesforce Queue. Advantages of Salesforce Queues. Some important points. So let’s get started…   What are Salesforce Queues? Salesforce queues are virtual containers within the Salesforce platform that hold records, such as leads, cases, […]

We’re in Our #GrowthEra  It’s a new year, and with that, there is always change. One of those changes is that I’m now leading Perficient’s Salesforce business unit as the Managing Director. I’ve had the opportunity to work in the Salesforce ecosystem for 8+ years with top-notch talent. Our team continues to do amazing work […]

Leveraging Your CDP In today’s dynamic business landscape, harnessing the power of customer data is non-negotiable for success. Companies around the globe are increasingly turning to Customer Data Platforms (CDPs) to consolidate and manage their customer information effectively. While many organizations have already invested in a CDP, the addition of Salesforce Data Cloud can elevate […]

Hello Trailblazers! With Salesforce Survey, gaining valuable insights and feedback from your audience becomes a seamless and insightful experience. In this blog post, we’ll learn how we can Automate Survey Invitations with the help of Flows. This innovative capability empowers you to integrate surveys into your Salesforce Flows effortlessly, ensuring timely and targeted feedback collection. […]