Salesforce

One of Salesforce’s most important customization features is designing the interface to meet user needs. Tools such as Lightning Record Pages and Page Layouts serve similar purposes in shaping the user experience but have distinct differences. Let’s explore each one to understand its actions and when to use it. What are Lightning Record Pages? A Lightning Record Page […]

The future of the manufacturing industry is here, and Perficient is excited to be part of it! Join us at the Salesforce Manufacturing Summit, where people and AI come together to drive better connections and transform the industry. Are you ready for it? Event Details: Date: Wednesday, January 15, 2025 Time: 8:00 AM – 6:00 […]

At Perficient, we are incredibly lucky to have leaders who not only excel in their roles but also inspire us with their passion and dedication. One such leader is Megan Glasow, Managing Director for Perficient’s Salesforce practice. Megan’s journey with us began in May 2019 through the Sundog acquisition, and since then, she has been […]

Craig Isakson, Director, delves into the transformative capabilities of Agentforce, an advanced AI solution crafted to optimize business operations across multiple departments. Let’s explore what makes Agentforce unique and how it can revolutionize your organization. Unique Features of Agentforce Agentforce distinguishes itself from traditional AI solutions like chatbots and co-pilots through several key features: Data-Centric […]

In this insightful discussion, Johnathon Rademacher, JR, Principal, dives into the innovative features and functionalities of Agentforce, a cutting-edge AI solution designed to enhance business operations. Below are some key highlights from the conversation: What Sets Agentforce Apart? Johnathon Rademacher explains that Agentforce distinguishes itself from traditional AI solutions like chatbots and copilots by integrating […]

Imagine this: you’re on a treasure hunt. The treasure is hidden in a locked vault, and to open it, you need the right key. In Salesforce, when you need to access external systems, the key is what we call External Credentials and Named Credentials. But what exactly are they? Let’s dive into this journey together […]

Big news, Trailblazers! 📢 If you’ve ever worked with Lightning Web Components (LWC), you’ve likely used the good old if:true and if:false directives for conditional rendering. These directives have served us well, but Salesforce has introduced a much-needed upgrade! Say hello to the modern conditional rendering directives: lwc:if, lwc:elseif, and lwc:else. Let’s dive into this […]

In Salesforce Apex, exceptions arise from various factors such as invalid operations, surpassing governor limits, or encountering critical system errors. Apex provides a comprehensive framework to handle these exceptions, enabling applications to maintain stability and avoid unexpected failures. How to Overcome Exceptions Effectively? To overcome exceptions in Salesforce Apex, follow these strategies: Use Try-Catch Blocks: […]

Our new Agentforce Resource Center is here! This comprehensive resource is crafted to help businesses unlock tailored AI solutions, explore industry-specific use cases, and assess their Salesforce readiness. In the ever-evolving digital landscape, businesses need cutting-edge solutions to stay competitive and drive unparalleled results. Salesforce Agentforce 2.0 is here to revolutionize your operations with its […]

Hello Trailblazers! Salesforce Reports are a powerful way to analyze data, and one of their most useful features is the Bucket Field. This tool allows you to group report data into categories without creating custom fields or formula fields in your Salesforce objects. Whether you’re working with large datasets or need a quick way to […]

Salesforce has officially unveiled Agentforce 2.0, a groundbreaking update that redefines how enterprise AI solutions are developed, deployed, and managed. This new iteration introduces innovative features designed to streamline collaboration, enhance integration, and provide unmatched flexibility for building AI-powered workflows. Agentforce 2.0 focuses on three primary advancements: headless agents for seamless programmatic control, advanced Slack […]

The Salesforce Winter ’25 Release introduces a significant enhancement: the integration of Knowledge and Unified Knowledge with Data Cloud. This update is set to revolutionize how businesses manage and utilize their knowledge bases. How to leverage the power of Data Cloud to improve generative AI features for Einstein for Service. In this blog, we will […]