Salesforce

We Predict Very Happy Health Cloud Users Salesforce is at it again! The Winter ’19 release is full of amazing new features and enhancements sure to delight any Health Cloud user. At least three times per year, Salesforce has a major release of new and updated functionality. Be sure to check out the Winter ’19 […]

Self-Service Communities Used for Customer Service On the Rise Trends show that customers prefer self-service communities when it comes to accessing support. Customers demand fast service anywhere, anytime. Today, customers have more choice: more products to buy, more information to influence purchasing decisions, and more devices and channels over which to seek customer service. What […]

The Fourth Industrial Revolution is changing the technology we use for work, how we do business, and how ultimately we connect. At Dreamforce 2018, Trailblazers across the world learned about the latest innovations in the Salesforce ecosystem. Here are a few of the keynotes that caught our attention. Reimagine the Customer Experience with a 360° […]

Sales enablement. It’s the process of providing your sales team with the tools they need to successfully engage with the buyer and sell more effectively. But the value in sales enablement tools seems to get lost when sellers have multiple data sources at their disposal and none of them work cohesively. This is the challenge […]

When Salesforce acquired MuleSoft earlier in 2018, the Perficient team couldn’t help but smile. We not only have an expert Salesforce team, but also a dedicated API practice that specializes in MuleSoft that we’ve brought in for work with clients like this major leading beverage company, OneAmerica, and Ameren. Here are a few key articles […]

“Excuse me. Do you know how much a polar bear weighs? Enough to break the ice! Hi, I’m [name]. Nice to meet you.” One of the hardest things about conferences (or any networking event) is getting a conversation going with someone — without being awkward about it. More people than you think have anxiety walking […]

Putting customer success first means aligning qualified, motivated, and enthusiastic team members with their projects. We’re protective of our culture and believe in hiring the best of the best for our teams, and this was again demonstrated by a recent company update. We are peeling back the curtain and showing an example shared by Sherri Wiggins, […]

Overview Everyone knows that you should implement processes to backup your Salesforce data.  But what about an unexpected mass change to your data?  In this post, I will focus on using Chatter Feed Tracking to reverse the unexpected deletion of first names on 250,000 Salesforce leads.  This post mentions some tools and skills such as […]

The Key to Brand Success Your brand is the defined version of your customer experience. Physically, it’s how your customers identify you. Emotionally, it’s how they connect with you. But good brands don’t just happen, they are created. It is imperative for businesses to be aware of the brand experience they desire customers to have and […]

I don’t know about you but I would love to go back to high school and change a few things! On a recent client discovery interview, a successful Financial Advisor made the following statement about her frustration with the Salesforce Classic Interface: “There are just way too many clicks!” I chuckled and said, “In many […]

Break these rules and suffer the consequences! If you do not have clearly understood requirements and logged defects, you will spend countless hours debating over what is in scope, what is not in scope, what defect should be fixed and what defect should be backlogged and pushed to a later sprint. One defect, discovered recently […]

Online security vulnerability is a threat every business faces. Our client, Tenable, is a creator of platform cybersecurity software and protects the connected devices and computer platforms of 24,000 organizations around the world. While serving 50% of the Fortune 500, government agencies, and other organizations across private and public sectors, their loosely branded, inflexible customer community was […]

Self-service. Gas. Movie rentals. Restaurant reservations. Shopping. Ordering. Shipping. Self-service plays an active role all across our consumer lives, however, some businesses are slow to catch on, leaving client and buyers’ expectations shattered. If you understand this but need help getting that stakeholder buy-in, use these tips from our experts on techniques to gain their attention […]

Active communication is a vital component to a successful technology implementation, and speaking the same language (figuratively and literally!) helps keep all members of a team on track. To ensure you (and your team) are on the same page when discussing your Salesforce Community, use this glossary of key Salesforce Community Cloud terms and their […]

Go Totally Mobile on Salesforce – Well, Almost It might seem like a dream come true to have a deployed support team in the field, armed with iPad in hand, ready to service all those cases rolling in. But, without the laptop, those truly mobile professionals just might not see what they should be seeing […]

Does Your Company Culture Need Some TLC? Wondering what’s the one thing those three iconic individuals have in common? Keep reading… One reason behind Salesforce’s success is the Ohana, or the Salesforce community of Trailblazers. The same way Jimmy Buffet has “Parrotheads” or Justin Bieber has “Beliebers,” your company can have their own tribe of […]

Still on Salesforce Classic? It’s OK. We understand. According to Salesforce, Lightning is “a quantum leap forward in functionality, usability, and speed for every user including admins, developers, and executives.” Making the move to Lightning isn’t as easy as the flip of a switch, but it’s becoming more and more necessary with each Salesforce release. Sales Path, […]

Why Guess at User Trends? With advancements in technology paired with our everyday consumer experiences, today’s user trends are in constant flux. When the technology that’s supposed to help us doesn’t, it’s frustrating, and even with the most successful projects, your users are going to have questions. Identifying the reasons behinds user trends can sometimes […]

Artificial Intelligence is becoming an increasingly present technology in our personal and professional lives and is a term sales teams are hearing and saying a lot more of lately. The days of laughing off “that Terminator-technology” are long gone as businesses and consumers alike are adopting it for the value it brings. How sales teams […]

There’s a lot to gain from sending emails in Salesforce. By eliminating the swivel chair between Salesforce and an email client, reps are able to stay in Salesforce and more likely to manage correspondence and activities. This behavior leads to well-maintained contact information and an accurate understanding of the customer. Beyond the benefits for reps, […]