Salesforce

As we eagerly anticipate Dreamforce 2024, the Perficient team is excited to come together with Salesforce and our valued clients to collaborate on the innovations that will shape the future. Dreamforce provides a unique opportunity to connect great minds, tackle complex business challenges, and harness the power of cutting-edge technologies. Megan Glasow’s Enthusiasm for AI […]

Benefits of Utilizing Path Assistant in Salesforce In today’s fast-paced business environment, efficiency and consistency are key to success. Salesforce’s Path Assistant in Lightning Experience is designed to enhance user productivity and streamline workflows by visually guiding teams through critical stages of processes. This tool not only simplifies navigation but also ensures that best practices […]

As we gear up for Dreamforce 2024, we’re excited to share insights from one of Perficient’s key leaders, Eric Walk. With over 13 years of experience in the industry, Eric brings a wealth of knowledge and a unique perspective on the evolving landscape of enterprise data strategy. Tell us about yourself and your role at […]

As a marketing and communications professional with ten years of experience, I’m thrilled to be attending Dreamforce for the first time! This year, I’m especially eager to explore how AI and data can enhance marketing strategies and streamline processes. Salesforce offers awesome tools to: Deliver personalized customer engagement at scale with marketing software built on […]

In the world of modern web development, handling and displaying data efficiently is crucial. Salesforce developers often face the challenge of rendering complex data tables with high performance and interactivity. One solution I’ve found incredibly useful is Tabulator, a powerful JavaScript library designed for creating interactive tables. In this blog, I’ll walk you through the […]

Handling translations in Salesforce can significantly enhance the user experience by presenting content in multiple languages. To implement this feature, you need to leverage Salesforce’s Custom Labels and Custom Metadata Types in conjunction with Lightning Web Components (LWC). In this blog, I’ll guide you through the process of setting up translations using these tools. Additionally, […]

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 […]

Omnistudio Data Mapper The Omnistudio Data Mapper tool is designed to read, transform, and write Salesforce data. It facilitates data transfer to OmniScripts and OmniStudio FlexCards from Salesforce and, conversely, updates Salesforce with data from these components, typically via OmniStudio Integration Procedures. Example of Data Flow Get Data: An OmniScript invokes an Omnistudio Data Mapper […]

Salesforce Data Cloud Salesforce Data Cloud allows you to unify all your data on Salesforce without building complex data pipelines. Data Cloud easily takes action on all your data across every Salesforce cloud and enables trusted AI solutions powered by your data.   Data Cloud collect all your data from different sources and work together […]

Hello Trailblazers! Salesforce is a highly customizable platform that caters to a wide range of business processes and user needs. One essential feature that facilitates this customization is the use of Record Types. Record Types in Salesforce allow you to control picklist values and page layouts, providing a tailored experience for different users or business […]

Salesforce OmniStudio Integration Procedures are advanced tools designed to help organizations streamline and automate their business processes by integrating with various external systems. This guide provides an in-depth understanding of Integration Procedures, covering their key features, building elements, and best practices. Salesforce OmniStudio Integration Procedures are server-side processes that facilitate complex data transformations and seamless […]

Salesforce OmniStudio is a platform of tools designed to streamline digital interactions and workflows. A crucial component within this platform is the DataRaptor/ Data Mapper. DataRaptor is a declarative data integration tool that allows users to read, transform, and write/create Salesforce data seamlessly. It simplifies data extraction and manipulation, making it essential for anyone looking […]