Salesforce

Sending emails programmatically is a powerful feature in Salesforce, especially when you want to automate notifications or alerts. If you’ve been working with Apex, you may have come across different methods to send emails. One of the most versatile and commonly used methods is setToAddresses(). In this blog, we’ll dive into what it does, why […]

What is CDP? In Salesforce Marketing Cloud (SFMC), CDP stands for Customer Data Platform. It refers to a set of capabilities within SFMC that enable marketers to unify customer data from various sources, create comprehensive customer profiles, and activate this data across marketing channels for personalized engagement.  Key Aspects of CDP in Salesforce Marketing Cloud […]

As a Salesforce Developer, sending emails through Apex is a common task. One of the powerful methods you can use is setTargetObjectId(). This method allows you to specify the recipient using a Salesforce record ID, ensuring seamless integration and enhancing CRM data quality. In this blog, we’ll dive into how to use setTargetObjectId(), explore practical […]

Salesforce is an incredibly robust CRM platform that simplifies the management of customer relationships. A standout feature of the platform is its capability to send emails directly, which enhances communication and boosts customer engagement. Whether you’re nurturing leads or keeping clients informed, Salesforce provides tools that simplify email interactions. This blog post will guide you […]

Last month, Perficient, in collaboration with Salesforce and Women in Technology (WIT), hosted a dynamic panel titled “Empowering Women in Technology: Breaking Barriers and Building Futures”. The event celebrated women leaders and innovators, focusing on strategies to overcome challenges and advance impactful careers in tech. Moderated by Megan Glasow, leader of Perficient’s global Salesforce practice, […]

Hello Trailblazers! Salesforce Experience Cloud (formerly Community Cloud) is a powerful platform that allows businesses to create engaging and personalized online communities, portals, and websites for their customers, partners, and employees. Activating an Experience Cloud site is a crucial step in harnessing the platform’s potential to enhance customer experience and drive business success. In this […]

What Is a Salesforce Approval Process An approval process in Salesforce is a set of steps that automate how records are approved in your organization. It specifies the actions to take when records are submitted for approval, who must approve them, and what happens after approval or rejection. This process ensures that important business decisions […]

At Perficient, our team’s expertise and enthusiasm drive our success. Today, we’re excited to spotlight Cheryl Moore, Salesforce Portfolio Specialist, who’s eagerly anticipating Dreamforce 2024. An Experience Salesforce Expert Cheryl brings a wealth of experience to her role at Perficient. With over 5 years at our company and 9 years in the Salesforce ecosystem, she […]

  Meet Ryan Ambrose, a Portfolio Specialist at Perficient for our Salesforce practice, based in Chicago, Illinois. Ryan works closely with clients to optimize their use of Salesforce, ensuring that enterprises get the most value from the platform. The Dreamforce Experience Ryan is no stranger to Dreamforce, and one of his favorite memories from the […]

At Perficient, we take pride in the talent and leadership that make up our team. Today, we are excited to speak with Jonathan Rademacher—though you may know him better as JR—our Principal for the Salesforce practice. With an impressive career that spans over two decades, Jonathan’s journey is a testament to his dedication to innovation […]

As Dreamforce 2024 approaches, we had the opportunity to sit down with Chelsea Monda, Practice Director for go-to-market strategy and execution at Perficient. With an impressive 16-year tenure at Perficient, including 14 years focused on Salesforce, Chelsea brings a wealth of experience to her role. In this exclusive interview, she shares her thoughts on attending […]

At Perficient, we take pride in our talented and dedicated team members who bring their unique expertise and energy to everything they do. This month, we’re spotlighting Kristen Quick, a Director within our Salesforce practice, as she prepares to attend her very first Dreamforce in 2024. Introducing Kristen Quick Kristen comes to Perficient with a […]