This blog will discuss my experience attending the 2023 Workato Partner Delivery Bootcamp in Bangalore. This was the first time Workato has organized such an event for Strategic partners in India. As a Strategic Partner of Workato, Perficient was invited to join their event to discuss the roadmap, future statistics, and share strategies. It all […]
Digital Experience
Demystifying Einstein Bots in Salesforce : The Future of Customer Engagement
Introduction: A chatbot, often known as a bot, is a computer programme that replicates a human conversation, whether written or spoken, and can be a beneficial tool for automating interactions with users. Salesforce Einstein Chatbot is a chatting tool that is driven by Salesforce’s AI. This platform allows businesses to create and deploy chatbots in […]
Effortless Approvals: A Guide to Using Approval Processes within Salesforce Flows
Introduction: In today’s fast-paced business landscape, organizations rely heavily on efficient processes to ensure smooth operations and consistent growth. Salesforce, a leading customer relationship management (CRM) platform, empowers businesses with tools to automate and optimize their operations. One such tool is the Approval Process, a powerful feature that, when integrated with Salesforce Flows, can revolutionize […]
5 Practices to Improve B2B Usability Testing Outcomes
If you’ve been involved in even a few usability testing projects, you’ve likely seen how participants can get tripped up in seemingly unexpected ways. Over the years, it appeared to me that tests with B2B audiences seemed more likely to go off the rails. Even though we follow common research methods — such as creating […]
Understanding Salesforce Knowledge: A Comprehensive Guide.
Introduction: Salesforce has provided an effective knowledge base tool called as Salesforce Knowledge which allows users to create and manage articles in Salesforce. With the help of Salesforce Knowledge feature one can write articles and share it securely anywhere and anytime it is needed. The Salesforce Knowledge Base is made up of knowledge articles, which […]
An Introduction: Generative AI Use Cases for the Financial Services Industry
What is Generative AI? Generative Artificial Intelligence, or generative AI, is a categorical or descriptive term ascribed to algorithms using machine learning to create or “generate” new content. Generative AI ingests data and understands guidelines incredibly well. Therefore, businesses across industries are optimistic about the many ways it can help save them money and create […]
HTL Template Testing Beyond AEM
Content Management Systems and Templating In the past, I have worked with various Content Management Systems, including Drupal, which utilized the Twig templating engine to generate the HTML for web pages. Twig shares many features with HTL, the templating language used in Adobe Experience Manager (AEM). While working with Twig templates in conjunction with the […]
Microsoft Viva pilot programs: Overhaul your employee experience while mitigating risk
Most senior leadership today is at least partially focused on ensuring that their organizations culture, productivity, and employee engagement are keeping pace with the competition. Microsoft Viva has emerged as a cost-effective and tightly-integrated suite of tools that allows companies to provide pointed solutions for many employee experience challenges. However, creating change in the employee […]
How Strategists Can Help With PIM Implementations
Product information management (PIM) is a crucial aspect for those in the business of selling. It serves as a central hub for all relevant parties. Developing an efficient product management plan and recognizing the significance of outlining product use cases are crucial aspects for achieving success. The key is to create a comprehensive strategy. Collaborating […]
Microsoft Viva Insights: How to Get Started Leveraging Data for Enterprise Success
In today’s business landscape, enterprises are constantly seeking ways to improve employee productivity, engagement, and well-being. Microsoft’s Viva Insights, an innovative workplace analytics solution, has emerged as a powerful tool to help organizations achieve these goals. By providing valuable data-driven insights, Viva Insights enables enterprises to make informed decisions that foster a more productive and […]
Multi-Step Approval Process in Salesforce using Standard Setup Wizard.
The approval process in Salesforce is a very important topic and it plays a very important role for the approval of records before it comes to the actual processing. In this blog, we are going to learn the approval process very better with the help of real-time scenarios. So, let’s get started. This is the […]
Improve Employee Engagement and Communication with Viva Connections
Effective and efficient employee communication is critical to the success of any organization. Microsoft Viva Connections, a part of the Microsoft Viva platform, has been making waves as a powerful tool for transforming the way companies interact with their employees. Let’s take a look into some key features of Viva Connections and discover how its […]