Salesforce

By now you’re familiar with the term personalization and heard it a time or two if you’re a marketer. This term has been used to describe the 1:1 experience or journey marketers can create to connect and engage with customers on a deeper level. But what exactly is hyper-personalization and how does it differ from just delivering a personalized […]

What’s the key to maximizing revenue for most organizations? Aligning marketing and sales efforts, especially when it comes to lead management. The Power of Pardot That’s why Salesforce has made sure that its marketing automation platform, Pardot, integrates closely with the Sales Cloud platform. Thanks to this seamless integration, sales teams who work primarily within […]

The past few months have been an exciting adventure, since starting my career at Perficient as an Associate Business Consultant. I am working out of the San Francisco office, where I am a proud member of our growing Salesforce practice. At Perficient, having a voice in the industry as a thought leader and giving everyone an opportunity to develop their personal brand is […]

“Remove everything that has no relevance to the story. If you say in the first chapter that there is a rifle hanging on the wall, in the second or third chapter it absolutely must go off. If it’s not going to be fired, it shouldn’t be hanging there.” — Anton Chekhov Scope creep, or the addition […]

As a Salesforce consultant, I rarely expect my French major to come in handy. Today, I put it to good use as I went to test out translation features in the Community Builder, known in French apparently as the “Générateur de communauté”, from inside the Winter ’16 Napili template. Here is what I learned: You […]

While you can create a Salesforce Community using the Community Builder directly in your production environment, I would not recommend it in the majority of cases. Fortunately, it is quite easy to deploy your templates into production by following these three simple steps: Step 1: Use Change Sets Use change sets to move all custom lightning […]

If you have not yet had a chance to read the Spring ’16 release notes that came out yesterday, go read them now and skip right down to the Communities section because the Spring ’16 features are truly game-changing for Salesforce Community Cloud. After reading through the release notes yesterday, I emailed one of our […]

  2015 is almost behind us, along with over 120 blog posts that can help you use Salesforce in your business. We have sorted through all of that content and pulled together the list of your top 10 favorites. Ten | DF15: The Pardot Roadmap: What to Expect in Upcoming Releases In this post, we […]

How to track your Salesforce project’s success and what to expect when engaging with Perficient as your Salesforce implementation partner on a weekly basis. Great news – your organization just purchased Salesforce and now you’re looking for a Salesforce partner and team of consulting experts, like Perficient, to support your team’s implementation.  Whether it is […]

Sometimes Salesforce projects don’t stop, they slow down, sputter, and you can’t seem to get them restarted or firing on all cylinders. These projects aren’t always failures – they just need a thorough tune-up and clear path to get them back on the road. As such, below are the top reasons for a project stall […]

I am marrying a man who happens to dislike the Salesforce1 mobile app. Over the past few days, it has been a big subject of debate as he tried to figure out ways to work around using it on his iPad mini, such as using Opera as his mobile browser which does not support Salesforce1. Being […]

Yesterday my colleague, Shawn Jensen, wrote a blog discussing why colocation is not vital to the success of Salesforce projects. Today, I’m making a counterargument as to why colocation is essential to a successful project. While you can make solid arguments for or against both of our perspectives, the purpose of this friendly debate is to simply help you weigh the pro’s and con’s […]