Salesforce

Have a New Salesforce Org? If you purchased a new Salesforce org, you may be wondering where to begin setting it up. In this blog we’ll explore a few of the essential areas to review and configure to help get you started. When you first sign into your new Salesforce org you will see that […]

We often hear the phrase “Seek first to understand and then to be understood” or are told to actively listen. While these are important, often time it’s simply not tactical enough. Too often what we hear is skewed by the filters that we (and our audiences) apply. So how do we ensure what we say […]

Salesforce’s “Summer ’18 Admin Preview Live” highlighted features guaranteed to deliver greater efficiencies to actionable information, cleaner reports, and insights into end-user skill sets. Among the highlights, here are… 5 Features from “Summer ’18 Admin Preview Live” Every Salesforce Admin Should Leverage Last Run Date on Reports Lists In Lightning Experience (LEX), the “Report Last […]

Delivering on a project like this is one that makes the whole team feel good. But how do you do this while still maintaining your sanity, let alone a life outside of work? Obstacle: Faced with a Super-Tight Deadline but it’s a Great Opportunity OpenTable heard about our community expertise and came to us in […]

Take Control of Your Morning There’s no better way to get into the Salesforce-frame-of-mind on a Monday morning than a little pre-work headspace with your favorite tech podcasters. Our team sure does. Tim Murphy wrote about his podcast takeaways and after David Schild recommended the Salesforce Admins podcast to me, I was hooked. (Don’t worry, links below.) […]

Join Perficient and other Trailblazers for three days of learning from those who are driving innovation in digital marketing, commerce, and service across all industries. Make sure to check out the session highlighting the Perficient-built customer community and speak to the designer who built it (and completed it in record time). You’ve heard how popular […]

At Perficient, we’ve been helping manufacturers maximize partner channel investments for over 20 years. For the past decade, we’ve done it with the industry’s best CRM and sales force automation platform: Salesforce.com. While we’ve always known that their Partner Relationship Management (PRM) solutions are great, industry experts are recognizing that success as well. And recently the Salesforce Partner Community raised the bar […]

Tickets for Dreamforce 2018 Available Now The biggest software conference on the globe is back. With over 2,700 sessions aimed towards every job role in every industry and helping them succeed, there will several ways to connect with Perficient and other Trailblazers this September 2018. Don’t miss Dreamforce in San Francisco, CA on September 25-28, […]

Advising the Advisor: Are you thinking far enough ahead? Here’s how How familiar is your organization with the flexibility and integration Financial Services Cloud offers? The solution helps improve the customer experience, strengthen client relationships, and drive new business by integrating sales, service, and marketing. Digital transformation impacts every area of an organization, and companies […]

In preparation for deploying a community this coming weekend, I thought I’d share some knowledge around migrating a community through change sets. It’s been one of the biggest time-saving features Salesforce has invested in to-date, and they’ve only been making it better and better. It’s been available since Summer ‘18 and they made more improvements […]

It’s a Summer ’18 Release Salesforce Service Cloud Party! The Salesforce Summer ’18 Release is here and it’s time to celebrate the arrival of new Salesforce Service Cloud features! These enhancements will allow you to boost agent productivity and streamline your business. You can lighten your teams workload by building Einstein Bots to deflect routine […]

Must-Know Salesforce Updates What You Need to Know About Financial Services Cloud Field Service Updates in Summer ’18 that Will Change How You Work Self-Service or Bust: Why Connected Customer Portals are Vital to Customer Experience 6 Easy Ways to Personalize Your Campaign Gartner Names Salesforce a Leader in Magic Quadrant for Enterprise High-Productivity Application […]