Salesforce

Flows in Salesforce, also known as Visual Workflows, are powerful tools that allow for the automation of various business processes without the use of custom code. The cloud flow designer allows you to build flows that execute logic, interact with Salesforce, call Apex classes and collect data from a user in screen elements. The Winter […]

It’s that time of year again — the holidays are over, but we have something even better to look forward to: the Spring ’18 Release! I’m going to try to temper my exclamation points, bolds and all caps, but let me tell you, this release is beyond exciting! Let’s break down the Top 4 Areas […]

As a Technical Architect at Perficient, I have the opportunity to help a number of our clients determine and shape the landscape of their system architecture. It’s honestly one of my favorite parts of the job. Over the years, we’ve seen a lot of different types of implementations. And the more we see, the more […]

  When you think of Einstein, what comes to mind? Perhaps the German-born theoretical physicist who developed the theory of relativity or possibly a chain retailer of moderately priced coffee and bagels? If you use Salesforce, the term “Einstein” means a totally different thing: artificial intelligence (AI) for CRM. Einstein has made AI a reality […]

Top Resources For Learning Salesforce Just getting acquainted with Salesforce? With all of the capabilities and customized solutions, getting started can feel daunting. The good news is, you’re not alone. Perficient has worked with hundreds of businesses creating expert Salesforce users in the process.  With all of the resources, where do you go first? Don’t get […]

Have you ever had a customer say, “Have you seen the Domino’s pizza tracker? That’s what I want.” We’ve all seen the commercial, right? Set to the Ferris Bueller theme, a young man receives a notification from his smartwatch and hurries home to meet the Domino’s pizza delivery man at his doorstep. What does this tell us? […]

Want to make the most of the trends on the horizon? It isn’t just about adding more tools or the latest must-have tech. It’s about how to optimize the way you connect with your customers. Integrate it. And get more value from it. The 8 Biggest Tech Trends & Truths While change will always be […]

For the past 11 years, Perficient has been attending Dreamforce in San Francisco. Each year we leave inspired, intrigued and energized about the new developments, new technology and new applications that we can leverage for our clients. It is the place to dream, discover and – most importantly – collaborate with others in the industry. […]

A few years ago, I wrote this post: The Basics of Calling a Visualforce Page from a Salesforce Detail Page. It illustrated a very simple way to use a custom button from a detail page to call a Visualforce Page with an Apex Controller, so some action on that record could be taken, and then return […]

A partnership announcement at Dreamforce 2017 is sending shocks around the world. Tech giants Salesforce and Google have partnered to integrate their marketing and sales features – creating a robust toolbox to help their customers work smarter, work faster and convert leads into revenue. A Closer Look at the Partnership At some point, you’ve probably […]

How do you give your customers a seamless experience with your products and service – especially when you have a complex network of partners or dealers? Watch the Recorded Session from DF17 See how firsthand from one of our very own clients – Jason Belsito, Senior Director of Global Customer Engagement with MTD/Cub Cadet, along […]

What if your website knew whether your visitors had opened the last email offer you sent them? What if you could trigger an email offer to customers featuring the top products they viewed on your website? What if you could see the important interactions that customers had taken on your website, right alongside their sales […]