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Insights, trends and tips to help organizations enable customer success with Salesforce

A Customer Success Platform for the Fourth Industrial Revolution

Have you heard of the Fourth Industrial Revolution? If you were at Dreamforce ‘17, you sure did! First there was steam, next electricity, then computers, and now the Fourth Industrial Revolution, where machine learning allows artificial intelligence and robotics to come alive, and the Internet of Things to transform customer experience. Technology is rolling out […]

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Announcing Highly Anticipated Sales Cloud Features in Spring ’18

The Spring ’18 Release showers Sales Cloud users with new Lightning Experience (LEX) features providing improvements to navigation, search, data integrity, and operational consistency. Other noteworthy — and hotly anticipated — Sales Cloud features and improvements surround the debut of several Classic favorites now available in LEX. And now to the specifics… Important Salesforce Sales […]

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Top 4 Spring ’18 Community Features to be Excited About

It’s that time of year again — the holidays are over, but we have something even better to look forward to: the Spring ’18 Release! I’m going to try to temper my exclamation points, bolds and all caps, but let me tell you, this release is beyond exciting! Let’s break down the Top 4 Areas […]

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Einstein: Artificial Intelligence for the Salesforce Platform

  When you think of Einstein, what comes to mind? Perhaps the German-born theoretical physicist who developed the theory of relativity or possibly a chain retailer of moderately priced coffee and bagels? If you use Salesforce, the term “Einstein” means a totally different thing: artificial intelligence (AI) for CRM. Einstein has made AI a reality […]

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Learning To Use Salesforce: A Beginner’s Guide

Top Resources For Learning Salesforce Just getting acquainted with Salesforce? With all of the capabilities and customized solutions, getting started can feel daunting. The good news is, you’re not alone. Perficient has worked with hundreds of businesses creating expert Salesforce users in the process.  With all of the resources, where do you go first? Don’t get […]

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Meet Clarity Connect for Salesforce

Salesforce and Skype for Business customers can now deliver a more orchestrated customer experience with Clarity Connect for Salesforce. The contact center solution naturally extends Skype for Business functionality in your CRM environment to intelligently route and record incoming calls.

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Lightning Bolt Templates: Creating, Packaging & Troubleshooting

As of Summer ’17, Salesforce released the ability for users to export their communities as a packaged solution, allowing quick creation of new communities or packaging for distribution on the AppExchange. What is Lightning Bolt? Lightning Bolt is a new metadata type that includes most everything in your community: themes, CSS, Lightning components, page layouts […]

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How to Conquer Artificial Intelligence with Salesforce Einstein

With the artificial intelligence (AI) dream becoming more and more of a reality every day, Salesforce users will have a plethora of new ways to utilize Salesforce’s Einstein AI. “Salesforce Einstein is the first comprehensive AI for CRM. It’s an integrated set of AI technologies that makes the Customer Success Platform smarter and brings AI […]

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Top 5 Winter ’18 Community Features to be Excited About

It’s that time of year again, pumpkin spice starts to invade your food and drinks and Salesforce begins their Winter release process. Even though it’s still early and many new features are in preview or beta, I’m really excited about seeing these live in Lightning Communities! There’s quite a bit of new features coming to […]

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Salesforce Community Branding and UX Design Tips

Beyond a customer’s perception of your company’s products and services, your brand identity and experience go hand-in-hand with every interaction they have – across marketing, sales, and service – with every touchpoint serving as an opportunity to further engage your customers. Your new Salesforce Lightning Community should not be an exception to this rule. A […]

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Perficient Salesforce

Your go-to news source for all-things Salesforce from industry thought leaders. Readers will come away with key business optimization and digital experience strategies to drive digital transformation in the cloud.

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