Salesforce

Imagine this: You’re working in a sales team, and you need to send a professionally designed PDF quote to your client. But instead of attaching it manually, your system does it automatically at the click of a button. Seamless, isn’t it? This magic happens when Salesforce and REST API join hands to send PDF documents. […]

This week, the Perficient team had an amazing time at the Salesforce Manufacturing Summit in Atlanta. The event was filled with energy and innovation, and we were excited to be a part of it. With over 800 attendees, more than 40 sessions, and 20 product demonstrations, the summit provided a fantastic opportunity to connect with […]

In order to write device-specific code in Salesforce LWC (Lightning web components), we will explore different methods of detecting a device in this blog. The following methods can be used in Lightning Web Components (LWC) to identify a device or distinguish between a desktop, tablet, or mobile device: 1. Using Standard web APIs navigator.userAgent In […]

Access Salesforce Setup Before you begin working with Experience Cloud, ensuring that the right people have access to the right information is critical. Log in to Salesforce with administrator credentials. Open the Salesforce App Launcher and search for “Experience Cloud.” Click on Experience Cloud to open the setup page and begin managing your communities. Create […]

Imagine you’re a skilled craftsman working in a massive warehouse. Every day, your task is to process thousands of unique items and ensure that each one is properly logged and stored. But let’s face it — mistakes happen. Sometimes an item gets mislabeled or damaged, and you need to know which ones to fix, and […]

What is Salesforce Experience Cloud? Experience Cloud (previously called Salesforce Community Cloud) is a tool that helps businesses create websites and apps where different people like customers, partners, and employees. It allows companies to create branded communities, portals, websites, and application, all while leveraging Salesforce’s powerful CPM capabilities. Key Features and Benefits of Experience Cloud […]

Kristen Quick, Director at Perficient, shared her insights on the transformative potential of Salesforce Life Sciences Cloud for pharmaceutical and med tech organizations, highlighting its ability to drive innovation and improve outcomes.   As the healthcare landscape continues to evolve, innovative solutions like Life Sciences Cloud are becoming essential for driving efficiency, improving patient care, and […]

The Agentforce World Tour has been a groundbreaking series of events, showcasing how Salesforce is revolutionizing work and customer service with AI-driven solutions. Here are some key takeaways from the recent sessions in New York, Atlanta, Dallas, and Chicago. New York – November 20 Harry Wilson, Senior Solutions Architect, highlighted how Salesforce is transforming internal […]

MuleSoft and Boomi are two popular businesses that provide reliable solutions for integrating devices, data, and apps in the constantly changing field of enterprise integration. Every platform has distinct characteristics and advantages that make it appropriate for various company requirements. To help you make a wise choice, we will examine the key features and elements […]

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 […]