With all the different audiences businesses interact with today, it can be a challenge to control the information each audience actually needs. Systems that worked in the past can quickly become useless as growth happens and business needs change. The question is, can your technology solutions keep up? When Your Community Content is Out of […]
Salesforce
[GLOSSARY] Salesforce Chatter Terminology Explained
Keeping your team aligned has its own challenges, especially when taking on new technology. A core component of Salesforce is Chatter, which enables enterprise-level social networking for employees, partners, and customers in a secure, measurable, and trackable environment. With the interchangeable terms from company to company and across technologies, we evaluated the top terms people […]
5 Steps to Setting Up a Custom Domain for a Lightning Community
There are several ways to set up a custom domain in Salesforce, but there is only one way you should be setting up your custom domain. Trust me, I went through the headache of trying every single one. Yes, setting up a domain can be daunting. But, I’ve broken it down into five easy-to-follow steps […]
AllianceBernstein’s Mobile App Empowers Sales Teams in Real Time
How to Best Enable On-the-Go Sellers What if you could improve the customer engagement experience and provide your sales team with a customer-facing toolkit? And what if it gave real-time insights? And what if it was mobile? Do you need proven effectiveness, because it’s got that, too. Meet SIMON (Sales Intelligence Mobile Optimized Network). Perficient’s MicroStrategy […]
Top Service Challenges Enterprises Face in 2019
Migrating from one technology to another always has its unique challenges, and migrating to Salesforce Service Cloud is no exception. Our years of Salesforce migration experience have shown some common themes and best practices, which we cover in our free guide, Salesforce Service Cloud Migrations Made Easy. Top Service Challenges for 2019 As digital transformation […]
6 Tips to Make Service Cloud Migrations Easier
In a crowded marketplace, business value is becoming more about offering a great customer experience throughout a customer lifetime as opposed to a one-off sale. How does your business measure up to today’s service challenges? In our guide, Salesforce Service Cloud Migrations Made Easy, we explore in detail what organizations need to take into consideration […]
How Do You Describe Salesforce?
“What Exactly Is Salesforce?” I sometimes run into people that have not heard of Salesforce. It doesn’t happen very often. But when I do, I try to figure out how to best describe what Salesforce is to them. Me: Salesforce is a Customer Success Platform that allows users to “easily log, manage, and analyze all […]
Transitioning from Notes and Attachments to Files in Salesforce
The rumors are true. Post Winter ’18, Notes and Attachments are a thing of the past. In 2019 and beyond, it’s all about Files. Salesforce Files Are Taking Over Salesforce Files allow you to “put documents, videos, or presentations at the center of sales, service, and marketing. Accessible from anywhere, files are always current to […]
Design Tips to Make Your Lightning Community Dazzle
Why Brand My Salesforce Community? A brand is much more than a memorable logo, clever tagline, and a cohesive palette of colors or clean lines and typography. Bottom line, it’s about providing added value for your customers, building trust through quality and consistency, and ultimately boosting customer satisfaction and loyalty. Beyond a customer’s perception of […]
5 Tips for Amazon Connect Salesforce integration: CTI v2
In early September, Amazon released a revised version of the Amazon Connect CTI adapter for Salesforce (v2), adding several new features and allowing for a deeper integration between the contact center and CRM. The following articles contain the official announcement: Building an automated AI experience with Amazon Connect and Salesforce Service Cloud Amazon Connect Salesforce […]
Who Should Maintain Your Salesforce?
Don’t Overlook the Need for Governance! One of the biggest pain points customers often have with managing their Salesforce environments is the lack of governance. Who’s in charge? Where do you go with questions, or worse, problems? Why Do You Need Salesforce Governance Framework? A governance framework provides an intake method for receiving and prioritizing […]
Where Are My Salesforce Report Formats In Lightning Experience?
If you have recently moved to Salesforce Lightning and are now trying to build a report, you might be wondering where are the report formats? There’s now no longer a drop down where you can choose Summary vs. Matrix, or Joined. So what happened to them? Rest assured, they’re still there. The New Salesforce Lightning […]