Salesforce

Brendon Jones, Senior Solutions Architect at Perficient, recently wrote a blog post about the differences between portals and Salesforce Communities: Communities go beyond portals by adding social collaboration, extensive branding, customization, and mobile access while retaining both enterprise security and tight integration with business processes. Salesforce provides two general types of communities that can be used for […]

It’s that time again! Summer ’14 release is almost here and after firing up a brand new pre-release org and reading through the notes, here is my take on the top 5 new features for Service Cloud and Communities.              

  As a Boston area native when I walk down the street I hear about sports and until more recently laments on the Red Sox winning the World Series. Now as a Bay Area transplant I walk down the street and hear words and acronyms like “IPO, cloud, freemium, crowdsourcing, democratization of software,” etc.  Are folks talking […]

Marc Benioff said “Today is about putting the customer first” when talking about salesforce.com and Microsoft announcing a partnership to connect salesforce.com applications and platform with Microsoft Office and Windows. If it is truly about the customer, what does it mean for salesforce.com customers? Access Salesforce on Windows Devices Using two solutions –  Salesforce1 for Windows and Windows Phone […]

The need to change the values actually being imported is inevitable when you are importing data into Salesforce. Scary to some, a matter of fact to most , but a way to shine for the users of Informatica . At Perficient we have been able to use the cloud tool Informatica which offers a wide […]

Making it easy for support teams to escalate issues and collaborate with engineering is one of the most common requirements we hear during Service Cloud implementations. More often than not – the engineering or development teams are using JIRA to track issues and manage the product backlog. So how do you connect Service Cloud with […]

When a merger, acquisition, consolidation or spin-off takes place, there are often separate #Salesforce Orgs (instances) that reside in different areas of a company. When there are separate CRM systems, it is impossible to roll up performance results to one management dashboard, so analytics will not be powerful/reflective of total business results. Also, you may […]

In my series of blog posts, I am going to discuss how marketing automation tools have helped my day to day responsibilities as a #Lead Generation Representative. For this blog post I will be focusing on computer-telephony integration for Salesforce. For lead generation teams, #marketing automation tools, and computer-telephony integration (CTI) systems really come in […]

Perficient clients are able to leverage a wide range of tools across the broad spectrum of current technologies. Through the course of my experience with Perficient’s Salesforce team I have been able to help implement different types of technical solutions. My blog posts will focus in on various solutions, and I will start with the […]

Fact: the competitive landscape for #Healthcare plans is changing dramatically as new rules, regulations and competitors enter the market. It’s not as if there has never been competition between payers (insurers) before, it’s just not been as intense and fast moving as it is today. Without question, payers must do everything possible to attract and […]

“Going mobile,” “working in the cloud,” “being virtual,” are all phrases that are beginning to sound passé. Today, most of us would agree that being able to work and live without walls and wires is a given, pretty much mandatory. While the personal benefits of mobile apps are easy to relate to, the business benefits […]

In the last few years, many of the major global hotel groups and travel companies have started to move to leading cloud solutions, such as #Salesforce, to replace and enhance their existing reservation system, customer loyalty programs, inventory management processes, casino operations and more. While many industries have rapidly embraced the cloud, #travel and hospitality […]