Coveo Shares Valuable Insight at Salesforce World Tour Salesforce World Tour in New York City was a hit! This event provided an opportunity for businesses to connect with Salesforce experts and partners to learn about best practices to use when leveraging Salesforce. As Salesforce’s number one AI-powered search partner and number one partner for knowledge […]
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Perficient’s Salesforce Partner Relationship Management Expertise
Leaders in the healthcare, financial services, manufacturing, and automotive industries, among others, are seeking to improve the customer experience while streamlining operations for maximum efficiency and profitability. In order to remain competitive in a constantly evolving market, many organizations seeking long-term success have turned to Salesforce and its partners like Perficient. With over 500 Salesforce […]
Powerful Automation at Your Fingertips with Salesforce Omnistudio
Salesforce is a leading customer relationship management (CRM) platform that has revolutionized how businesses manage their sales, marketing, and customer support functions. With the introduction of Salesforce OmniStudio, the company has further strengthened its position as a powerful, all-in-one solution for businesses of all sizes. In this blog, we will take a closer look at […]
Understanding Salesforce Licensing and Role of Admin in Salesforce Licensing
What’s Licensing? License definitions describe functionality for your org as a whole and for individual users in your org. A license itself is the specific agreement between Salesforce and a particular customer, which defines functionality for that customer org. Salesforce Licensing refers to the different types of licenses offered by Salesforce for its customer relationship […]
Using Salesforce Trailhead to Improve Your Development Skills
What is Salesforce Trailhead? Salesforce Trailhead is an excellent resource for developers to improve their skills and knowledge in Salesforce development. It offers various modules, trails, badges, and projects that provide hands-on practice in developing and customizing Salesforce applications. It includes a range of modules covering numerous Salesforce development-related topics, including Apex programming, Visualforce, Lightning […]
Account Role Optimization in Salesforce Community cloud
Account Role Optimization is a critical process for managing account hierarchies and roles in the Salesforce Community cloud. It can help you scale your external users and minimize the number of account roles that you have to manage in a Community Portal. It allows businesses to control who has access to specific information and functionality […]
Personalized Marketing: What Banking Customers Really Want
The Landscape According to Forbes Advisor: 2022 Digital Banking Survey, as of 2022, 78% of adults in the U.S. prefer to bank via a mobile app or website. That’s a whole lot of consumers, all of whom come with unique expectations, needs, and data. And those consumers desire digital experiences that are personalized and meaningful. […]
Marketing Cloud: Introduction to Journey Builder
Are you new to Marketing Cloud? If yes, you must have heard about a fascinating tool known as Journey Builder. Let’s learn more about what is Journey Builder, what can you achieve, and what are the applications of Journey Builder? What is Journey Builder? Journey Builder is a tool provided by Salesforce Marketing Cloud used […]
Connect With Us At Salesforce World Tour NYC
Salesforce World Tour NYC is just a few weeks away! This year’s event is the biggest World Tour yet and will be held at the Javits Center on May 4. It’s not too late to register – World Tour is free to attend. It helps cultivate a community of Salesforce thought leaders, technical experts, sellers, […]
Exploring Power of Salesforce & MuleSoft Products: Key Takeaways from Salesforce / MuleSoft Meetup
I would like to share an exciting and one of its kind event which I have attended recently. It was a Joint Meetup, sponsored by Perficient, Nagpur in partnership with MuleSoft Meetup Group and Salesforce Community Nagpur and Amravati at Perficient Nagpur on 18th March 2023. The event featured three informative sessions on various Salesforce products including […]
Version Control using AutoRabit in Salesforce
Version control is a critical component of the software development process, allowing organizations to track changes and collaborate on code development. In the context of Salesforce development, version control is especially important, given the complex and dynamic nature of the platform. This is where AutoRABIT comes into play, providing a comprehensive solution for version control […]
A Healthcare Story: Improving Health Plan Buying and Maintenance Processes With Salesforce
Healthcare organizations are addressing the need to innovate by adopting digital health platforms (DHPs). DHPs enable organizations to support the healthcare quintuple aim, which outlines the high-level goals of the industry: delivering better patient outcomes, reducing the cost of care, improving the patient experience, improving provider experiences, and health equity. Using Salesforce Health Cloud, we […]