Salesforce - Perficient Blogs
Blog

Salesforce

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

  • Topics
  • Industries
  • Partners

Explore

Topics

Industries

Partners

Top Service Challenges Enterprises Face in 2019

Migrating from one technology to another always has its unique challenges, and migrating to Salesforce Service Cloud is no exception. Our years of Salesforce migration experience have shown some common themes and best practices, which we cover in our free guide, Salesforce Service Cloud Migrations Made Easy. Top Service Challenges for 2019 As digital transformation […]

Read more

How Do You Describe Salesforce?

“What Exactly Is Salesforce?” I sometimes run into people that have not heard of Salesforce. It doesn’t happen very often. But when I do, I try to figure out how to best describe what Salesforce is to them. Me: Salesforce is a Customer Success Platform that allows users to “easily log, manage, and analyze all […]

Read more

Transitioning from Notes and Attachments to Files in Salesforce

The rumors are true. Post Winter ’18, Notes and Attachments are a thing of the past. In 2019 and beyond, it’s all about Files. Salesforce Files Are Taking Over Salesforce Files allow you to “put documents, videos, or presentations at the center of sales, service, and marketing. Accessible from anywhere, files are always current to […]

Read more

Design Tips to Make Your Lightning Community Dazzle

Why Brand My Salesforce Community? A brand is much more than a memorable logo, clever tagline, and a cohesive palette of colors or clean lines and typography. Bottom line, it’s about providing added value for your customers, building trust through quality and consistency, and ultimately boosting customer satisfaction and loyalty. Beyond a customer’s perception of […]

Read more

Who Should Maintain Your Salesforce?

Don’t Overlook the Need for Governance! One of the biggest pain points customers often have with managing their Salesforce environments is the lack of governance. Who’s in charge? Where do you go with questions, or worse, problems? Why Do You Need Salesforce Governance Framework? A governance framework provides an intake method for receiving and prioritizing […]

Read more

Where Are My Salesforce Report Formats In Lightning Experience?

If you have recently moved to Salesforce Lightning and are now trying to build a report, you might be wondering where are the report formats? There’s now no longer a drop down where you can choose Summary vs. Matrix, or Joined. So what happened to them? Rest assured, they’re still there. The New Salesforce Lightning […]

Read more

From Community Cloud and Service Cloud to Just Community Service

From the Cloud to Real Life We spend all week discussing how our customers can leverage Salesforce technology such as Service Cloud and Community Cloud to help solve business challenges. Now, let’s talk about Community Cloud and Service Cloud in a different context… Remove the “Cloud” to get “community service.” As a Business Partner of […]

Read more

Developing a PaaS Migration Strategy

In the post “The Business Case Justification for PaaS” we looked at the benefits and a business case for PaaS. In this blog we will look at the steps to create a migration strategy to PaaS including re-platforming legacy applications. Re-platforming applications includes lift-and-shift (containerizing) applications with minor changes, refactoring applications to adhere to twelve […]

Read more

Gartner IT Expo: Augmented Analytics

Our MicroStrategy and BI Expert Jim Butz spoke at the Gartner IT Expo today on the power of augmented analytics. In short, he pushed that data and insights only matter if you can easily access them and if you have the ability to act on the insight. To that end, your business intelligence (BI) tools must […]

Read more

Winter ’19 Brings Exciting Changes to Salesforce Health Cloud

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 […]

Read more

Our Tested Framework for Customer Service Community Success

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 […]

Read more

The Future of Customer Experience: 5 Important #DF18 Keynotes

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° […]

Read more

Mobile Sales Enablement with MicroStrategy

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 […]

Read more

MuleSoft 101: 5 Resources That Demystify Mule API Versions

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 […]

Read more

The Ultimate List of Conversation Starters for Dreamforce #DF18

“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 […]

Read more

The Path to Integration Architecture Designer: A Short Story

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, […]

Read more

How I Reversed a Salesforce Data Catastrophe

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 […]

Read more

How to Create a Salesforce Community Brand Kit 

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 […]

Read more

Salesforce Lightning High School: Think Mobile and User Adoption!

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 […]

Read more

Clear Salesforce Requirements = Clear Defect Tracking

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 […]

Read more

Subscribe to the Weekly Blog Digest:

Sign Up

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.