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

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Mastering Salesforce Queues: A Step-by-Step Guide

Hello Trailblazers! Welcome to our comprehensive guide on Mastering Salesforce Queues! In today’s fast-paced world of growing businesses, efficiency and organization are key to success. Salesforce Queues are a powerful feature designed to help businesses streamline their workflow, improve team collaboration, and enhance overall productivity. In the previous part of this blog, we discussed “What […]

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Introduction to the Salesforce Queues

Hello, Trailblazers! In this blog post, we’ll learn: What are Salesforce Queues? What is the Purpose of Queues? Permissions in the Salesforce Queue. Advantages of Salesforce Queues. Some important points. So let’s get started…   What are Salesforce Queues? Salesforce queues are virtual containers within the Salesforce platform that hold records, such as leads, cases, […]

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Salesforce: A Growth Mindset for 2024 and Beyond

We’re in Our #GrowthEra  It’s a new year, and with that, there is always change. One of those changes is that I’m now leading Perficient’s Salesforce business unit as the Managing Director. I’ve had the opportunity to work in the Salesforce ecosystem for 8+ years with top-notch talent. Our team continues to do amazing work […]

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Unleashing Synergy: Why Salesforce Data Cloud is the Perfect Companion to Your Existing CDP

Leveraging Your CDP In today’s dynamic business landscape, harnessing the power of customer data is non-negotiable for success. Companies around the globe are increasingly turning to Customer Data Platforms (CDPs) to consolidate and manage their customer information effectively. While many organizations have already invested in a CDP, the addition of Salesforce Data Cloud can elevate […]

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Automating the Survey Invitations with Flows

Hello Trailblazers! With Salesforce Survey, gaining valuable insights and feedback from your audience becomes a seamless and insightful experience. In this blog post, we’ll learn how we can Automate Survey Invitations with the help of Flows. This innovative capability empowers you to integrate surveys into your Salesforce Flows effortlessly, ensuring timely and targeted feedback collection. […]

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Large Data Volumes: Mitigation Techniques

Aloha Trailblazers! In the last blog, we discussed Large Data Volume in Salesforce and its impact on our business and efficiency. Continuing from that, let’s now look at different ways to handle the challenges of dealing with a large amount of data. Large Data Volume Mitigation Techniques When looking at Large Data Volumes below are […]

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Salesforce – Understanding the Overlap of Data Cloud and AI

In the wild world of artificial intelligence (AI), your vision of how to marry up systems and capabilities can get murky, quick. In fall of 2023, Salesforce hosted their annual expo, Dreamforce. At Dreamforce 2023, it was all about Data + AI + CRM. The team relaunched its Data Cloud platform and ensured exciting, trusted […]

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How to add ‘Chat Session’ to the Experience site page

In today’s digital age, businesses are always looking for new, creative ways to communicate with their clients, partners, and staff. Salesforce Experience Cloud is one potent tool that has become very popular. With the help of this innovative platform, businesses can build vibrant, interesting, and useful online communities that promote deeper relationships and productive interactions. […]

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Large Data Volumes (LDV) in Salesforce

Aloha Trailblazers, Embarking on the journey into the vast landscape of Salesforce, this blog serves as your guide to understanding and conquering the challenges of Large Data Volumes (LDV). In the dynamic world of Salesforce, businesses encounter the complexities of managing extensive datasets. As organizations grow, navigating and optimizing performance in the face of Large […]


Elevate Your Salesforce Flows with Visual Studio (VS) Code

Visual Studio Code (VS Code) – the all-in-one sanctuary for developers. From coding and testing to executing anonymous code and log analysis, it seamlessly caters to every developer’s need. However, what about admins? Despite various sessions on leveraging VS Code, many admins may not have fully embraced it in their daily tasks. The game-changer is […]

Bulk user profiles from laptop

How to Analyze Salesforce Survey Responses?

Hello Trailblazers, In the previous parts of this blog, we learned how to create Salesforce Survey forms and how to send your forms to your audiences to get their responses. If you did not read it, you can read them here: Part 1 and Part 2. In this blog, we’ll learn how to analyze the […]

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Sitemap: The Heart of Marketing Cloud Personalization

Personalization (formerly known as Interaction Studio) is a tool that exists inside the Salesforce Marketing Cloud tenant. It is mostly used to help the customer improve the user experience through web, mobile, and email. The sitemap is the heart of personalization. A good sitemap code implementation can lead you to an understanding of: How the […]

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