Salesforce

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, […]

To Object or Not Object, That Is The Question We’ve all been there as Salesforce Consultants or Solution Architects; a client is thrilled about the Service Cloud rollout and the amazing adoption rate by jadded SMEs when suddenly someone on the client side blurts out, “Wow, wouldn’t it be nice if we could do X, […]

The key to success is putting people first. When companies apply a people-first approach, it pays — literally. Putting that into action can be another story. With only good intentions and no clear strategy, people interested in evolving their business are faced with a painful and often overwhelming task. By starting with the people closest to your […]

Decades of Movie Making Tradition I stumbled into a career as a Solution Architect while working for Walt Disney Pictures & Television as an Assistant to the Executive Vice President of production. Part of my daily routine was to man five fax machines early in the morning receiving call sheets and production reports from movies […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]