Salesforce

This is the second blog in our series on trends in the manufacturing industry and how the Salesforce platform can address business challenges. Read the first installment here. This post covers content from the 9:03 mark and ends at 18:47 in the below video.   https://youtube.com/watch?v=wsxl6rT7SUQ%3Frel%3D0 With tools like Salesforce Data Cloud and Einstein GPT […]

Data validation is crucial to maintaining accurate and reliable information. Manual validation processes can be time-consuming and prone to human error, but with the power of automation, you can streamline and enhance your data validation efforts. In this blog, we will explore how to automate Salesforce data validation using Katalon Studio. By leveraging the robust […]

Introduction Continuing from our previous blog on “Automating Salesforce with Katalon Studio: Streamlining Salesforce Operations with Automated Testing” we now dive deeper into a specific aspect of Salesforce automation: lead conversion. In this continued blog, we will focus on automating the lead conversion process using Katalon Studio. Building upon the foundation of Salesforce automation discussed […]

Introduction Organizations heavily rely on Salesforce as a robust CRM platform to manage their sales processes, customer interactions, and business operations. As Salesforce implementations grow in complexity, ensuring the stability and efficiency of these systems becomes crucial. This is where automation comes into play. In this blog, we will explore how to automate Salesforce using […]

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, […]