Salesforce

In this series, hear from Perficient’s Patrick McNamee, Portfolio Specialist, and Chris Kulish, Senior Technical Architect, as they discuss trends in the manufacturing industry and how the Salesforce platform can address business challenges. This post covers content up to the 9:02 mark in the below video.  Our team recently attended Salesforce Connections, where they learned […]

Introduction: In Salesforce, the approval process is a powerful feature that allows you to automate and streamline the process of approving records, such as opportunities, leads, or custom objects. It helps to enforce business rules and ensures that the right people review and approve important records before they progress to the next stage. Here’s an […]

Introduction In the world of Salesforce development, user interface (UI) plays a vital role in creating a seamless and intuitive experience for users. While the Salesforce platform provides a rich set of pre-built UI components, there are times when you may need to create custom UI elements to meet specific business requirements. That’s where Salesforce […]

Salesforce Data Cloud is a real-time, unified data platform that helps businesses connect, harmonize, and engage with their customers. It provides a single view of the customer across all channels, enabling businesses to deliver personalized experiences in real time. Data Cloud is powered by artificial intelligence (AI) and machine learning (ML), which help companies to […]

Salesforce Connections 2023 promised new ways for businesses and individuals to better drive innovation, efficiency, and growth – it did not just meet these expectations but exceeded them! Other Perficient colleagues and I were proud to represent our strong Salesforce practice and were also prepared to take home loads of new information. Along with the […]

Apex Unit Test: Why do we need to write test classes in Salesforce? In Salesforce, writing test classes is an essential practice for ensuring the quality and reliability of your code. They are specifically used to test the functionality of your Apex classes, triggers, and other components. Test Classes or a Test Method verify whether […]

Introduction In today’s competitive business landscape, sales teams face numerous challenges in maximizing their efficiency and productivity. To overcome these obstacles, organizations are turning to advanced technologies to streamline their sales processes and improve customer experiences. One such powerful solution is Coveo for Salesforce, an innovative tool that revolutionizes sales efficiency and empowers sales teams […]

Last week, I had an opportunity of attending the “Trailblazers Connect – Summer 2023 Meetup Event” of Central India Trailblazers Community Group hosted by the Salesforce Developer Group of Nagpur & Amravati. As a Salesforce enthusiast and a developer, I eagerly participated in this event. It feels very good when you meet other Trailblazers like you, […]

What is Magento 2? Magento (Adobe Commerce) is an e-commerce platform built on open-source technology that provides online merchants with a flexible shopping cart system as well as control over the look, content, and functionality of their online store. Magento offers powerful marketing, search engine optimization, and Catalog management tools. It’s open-source software, which is handy […]

The era of single-channel marketing is over. Marketing professionals now have access to several touchpoints via diverse mediums. In order to provide the best experience, customers also expect businesses to use all of them. By enabling you to communicate with customers—and potential customers—in real-time with pertinent and persuasive messages, SMS marketing can be a useful […]

Salesforce is committed to delivering innovative solutions that meet the evolving needs of marketers. Their product releases that come out periodically talk about the new and improved functionalities designed to enhance the customer experience and streamline marketing processes. SFMC Spring Release ’23 took place just sometime back and brought to the forefront ground-breaking features and […]

Introduction: Integrating external applications with Salesforce has become crucial for organizations to streamline business processes and enhance data management. To ensure secure access to Salesforce APIs, implementing proper authentication and authorization mechanisms is essential. In this blog, we will dive into the details of implementing OAuth 2.0 authentication and authorization for external applications accessing Salesforce […]