Salesforce

Salesforce OmniScript is a versatile tool within the Salesforce ecosystem, designed to enhance user experiences through guided, interactive workflows. As part of the Salesforce OmniStudio suite, which also includes tools like FlexCards and Integration Procedures, OmniScript helps organizations create seamless, step-by-step processes that ensure data accuracy and compliance. OmniScript is ideal for complex service processes, […]

Salesforce successfully pushed the next set of new feature updates, and these updates started rolling from June 7th and was expected to complete by June 28th. If you’re unable to see any of the below listed features, please reach out to your account executive to have additional information. The Top 5 Feature Releases Were – […]

In the realm of Salesforce, OmniStudio FlexCards stand out as robust components designed to present data from various sources in an aesthetically pleasing and customizable format. These FlexCards enable the consolidation of information into a unified view, enhancing user interaction and comprehension of complex data sets. What are FlexCards? FlexCards are pivotal components within OmniStudio’s […]

In today’s digital landscape, delivering outstanding customer experiences is essential. Salesforce OmniStudio enables you to create engaging, personalized, and brand-consistent interactions across all touchpoints. This blog explores OmniStudio’s capabilities, benefits, and how it can enhance your customer journeys. What is Salesforce OmniStudio? OmniStudio is a comprehensive, low-code development platform within Salesforce that allows you to […]

Hello Trailblazers! In today’s world full of innovations and technologies, Salesforce is a powerful customer relationship management (CRM) platform that offers numerous customization options to fit businesses’ unique needs. One essential feature that allows for such customization is “Record Types.” Record Types in Salesforce enable organizations to manage different business processes, page layouts, and picklist […]

Hello Trailblazers… As you all know, Salesforce, as a versatile customer relationship management (CRM) platform, provides a variety of features to manage different- different business needs. One such feature is the “Person Account,” designed for businesses that interact directly with individual consumers rather than companies. So, this blog will provide an in-depth understanding of Person […]

Hello Trailblazer! As we all know, Salesforce is a powerful customer relationship management (CRM) platform that provides various tools and features to manage customer data effectively. Among its core components, “Accounts” play a pivotal role in organizing and managing information about the companies or individuals you do business with. This blog will provide you with […]

At Perficient, we are driven by our vision to be the place where great minds and great companies converge to boldly advance business. We are on a mission to shatter boundaries, obsess over outcomes and forge the future. A huge part of fulfilling that vision is fostering an inclusive culture that empowers diverse voices and […]

Hello Trailblazers… Salesforce provides robust functionality for managing partner relationships, including the ability to convert existing users into Partner Users. This feature is especially useful when you need external partners to have access to your Salesforce org to collaborate on opportunities, access resources, and enhance business processes. In this blog, we will walk you through […]

Hello Trailblazers… Salesforce, the world’s leading CRM platform, offers robust features to manage different types of relationships and interactions. One key feature is the ability to create Partner Account, which can help you manage relationships with external partners, such as distributors, resellers, or consultants. In this blog, we’ll walk you through the steps to create […]

Hello Trailblazers… In today’s competitive business environment, managing relationships with your business partners effectively is crucial for success. Salesforce offers a powerful solution for this: the Partner Portal. A Partner Portal allows you to collaborate seamlessly with your partners, providing them with access to key information and resources while maintaining control over your data. In […]

Salesforce’s robust sharing model ensures that users have access to the data they need while maintaining the security and integrity of sensitive information. A key component of this model is the use of Sharing Objects, which control access to individual records. In this blog, we’ll delve into what Sharing Objects are, how to use them […]