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The Salesforce Field Service Lighting Surprise

We are All Discoverers In 1492, Christopher Columbus didn’t board his ship, raise his iPhone and smoothly say, “Siri, get directions to the Bahamas,” then sit back and enjoy a peaceful voyage across the Atlantic. Being a discoverer or an explorer was a dangerous job. Did you know one in three sailors during that era […]

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How To Set Up a New Salesforce Org

Have a New Salesforce Org? If you purchased a new Salesforce org, you may be wondering where to begin setting it up. In this blog we’ll explore a few of the essential areas to review and configure to help get you started. When you first sign into your new Salesforce org you will see that […]

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3 Steps to Overcoming Communication Barriers

We often hear the phrase “Seek first to understand and then to be understood” or are told to actively listen. While these are important, often time it’s simply not tactical enough. Too often what we hear is skewed by the filters that we (and our audiences) apply. So how do we ensure what we say […]

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5 Highlights of Salesforce Summer ’18 Admin Preview Live

Salesforce’s “Summer ’18 Admin Preview Live” highlighted features guaranteed to deliver greater efficiencies to actionable information, cleaner reports, and insights into end-user skill sets. Among the highlights, here are… 5 Features from “Summer ’18 Admin Preview Live” Every Salesforce Admin Should Leverage Last Run Date on Reports Lists In Lightning Experience (LEX), the “Report Last […]

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How We Deliver Salesforce Communities Without Giving Up Vacation

Delivering on a project like this is one that makes the whole team feel good. But how do you do this while still maintaining your sanity, let alone a life outside of work? Obstacle: Faced with a Super-Tight Deadline but it’s a Great Opportunity OpenTable heard about our community expertise and came to us in […]

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7 Salesforce Podcasts for a Powerful Start to Your Day

Take Control of Your Morning There’s no better way to get into the Salesforce-frame-of-mind on a Monday morning than a little pre-work headspace with your favorite Salesforce podcasters. After David Schild, Senior Solutions Architect at Perficient, recommended the Salesforce Admins podcast to me, I was hooked. (Don’t worry, links below.) I liked it because it […]

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Speak with the UX/UI Designer of OpenTable’s Community at #CNX18

Join Perficient and other Trailblazers for three days of learning from those who are driving innovation in digital marketing, commerce, and service across all industries. Make sure to check out the session highlighting the Perficient-built customer community and speak to the designer who built it (and completed it in record time). You’ve heard how popular […]

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Dreamforce 2018 is Here — Find Out Who’s Going

Tickets for Dreamforce 2018 Available Now The biggest software conference on the globe is back. With over 2,700 sessions aimed towards every job role in every industry and helping them succeed, there will several ways to connect with Perficient and other Trailblazers this September 2018. Don’t miss Dreamforce in San Francisco, CA on September 25-28, […]

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The Most Valuable Benefit of Salesforce Financial Services Cloud

Advising the Advisor: Are you thinking far enough ahead? Here’s how How familiar is your organization with the flexibility and integration Financial Services Cloud offers? The solution helps improve the customer experience, strengthen client relationships, and drive new business by integrating sales, service, and marketing. Digital transformation impacts every area of an organization, and companies […]

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Deploying a Salesforce Community with Change Sets

In preparation for deploying a community this coming weekend, I thought I’d share some knowledge around migrating a community through change sets. It’s been one of the biggest time-saving features Salesforce has invested in to-date, and they’ve only been making it better and better. It’s been available since Summer ‘18 and they made more improvements […]

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Salesforce Service Cloud Features That are Cause for Celebration

It’s a Summer ’18 Release Salesforce Service Cloud Party! The Salesforce Summer ’18 Release is here and it’s time to celebrate the arrival of new Salesforce Service Cloud features! These enhancements will allow you to boost agent productivity and streamline your business. You can lighten your teams workload by building Einstein Bots to deflect routine […]

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Salesforce DMP, Financial Services Cloud & B2B Analytics Intro

Must-Know Salesforce Updates What You Need to Know About Financial Services Cloud Field Service Updates in Summer ’18 that Will Change How You Work Self-Service or Bust: Why Connected Customer Portals are Vital to Customer Experience 6 Easy Ways to Personalize Your Campaign Gartner Names Salesforce a Leader in Magic Quadrant for Enterprise High-Productivity Application […]

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Field Service Updates in Summer ’18 that Change How You Work

Salesforce Field Service Lightning, which was released a little over two years ago, has many awesome new features in the Summer ’18 release. As the fastest growing product in Salesforce company history (and one expected to book over $100 million this year), significant investment has been made in this product. Salesforce focused on improving technician […]

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Lightning Flow, Data Security, Summer ’18 Enhancements & More

Top Salesforce Updates You Need to Know Einstein, Lightning & More: What’s New in Salesforce Sales Cloud in Summer ’18 Top 5 Jaw-Dropping Salesforce Communities Summer ’18 Enhancements Why is Data Security Important to Me? Running an Integrated ABM Campaign in 5 Steps Connecting to Salesforce in Outlook Perficient’s Award-Winning Partnership with Salesforce What Organizations […]

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Einstein, Lightning & More in the Sales Cloud Summer ’18 Release

The Salesforce Summer ’18 Release promised a focus on delivering “more personalized and integrated customer journeys while enabling your team to work smarter with new levels of data insights across your Salesforce Org.” Let’s see what’s new! What’s New in Salesforce Sales Cloud in Summer ’18 For the Salesforce Service Cloud, this means the introduction of many […]

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Top 5 Jaw-Dropping Salesforce Communities Summer ’18 Enhancements

Can you smell it? Fresh cut grass, birds chirping, the splash of kids cannonballing into the pool – IT’S SUMMER! Or at least late spring. And with the weather we’ve been having, it may not feel like it, but at the risk of sounding cliche, things are heating up in the Salesforce Summer ’18 release, […]

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Perficient’s Award-Winning Partnership with Salesforce

Take a closer look at Perficient’s award-winning partnership with Salesforce. We have implemented more than 3,000 Salesforce solutions that empower businesses to become more responsive, efficient, and relevant. Whether you’re looking to drive efficiency, insight, reliability, simplicity, scale, or collaboration, we’ll unlock the right Salesforce solution for you. 2016 Salesforce Partner Innovation Award The 2016 […]

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Salesforce Connect, Field Service, Lightning Migration & More

Top Salesforce News What is Salesforce Connect? Next-Generation Field Service Lightning Takes Customer Experiences to New Heights Salesforce Lightning Migration Framework & Assessment Prepare Your Team to Transform Customer Service and Deliver More Than a Smile It’s impossible to keep up with all the developments and breaking news that surround Salesforce. Luckily, you’ve got us. […]

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Salesforce Lightning Migration Framework & Assessment

It’s clear to see Salesforce’s product roadmap hinges on Lightning. The challenge question for users is how and when is the right time to migrate over to Lightning? All Successful Salesforce Projects Begin With These Steps Determine first where you are – an honest assessment. Start with internal audits and assessments to help determine the […]

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What is Salesforce Connect?

For developers that were around at the time, the development and publishing of “Open Database Connectivity (ODBC)” drivers in the 1990’s was a game-changer for the development of client/server applications. ODBC provided a translation layer between the client application’s use of embedded SQL and the back-end database. This gave developers the ability to port applications […]

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