In the competitive world of B2C commerce, fostering customer loyalty is paramount. Salesforce Commerce Cloud (SFCC) provides a robust platform that goes beyond transactions, offering a powerful toolset to orchestrate the entire lead-to-loyalty journey. Here’s how SFCC empowers businesses to build lasting customer relationships:

Targeted Acquisition Strategies:

From the moment a customer lands on your site, leverage their data to create a personalized experience. Tailor landing pages, product recommendations, and marketing campaigns to attract high value leads effectively.

Integrate SFCC with social media platforms for seamless social commerce. This integration enables you to target potential customers with personalized ads and promotions on platforms where they spend their time, maximizing your reach and impact.

Nurturing Leads with Engaging Experiences:

Automate your email workflows by creating personalized email drip campaigns that align with customer behavior and interests. This approach nurtures leads and guides them toward making a purchase.

Utilize smart content management to deliver targeted content recommendations based on browsing behavior and purchase history. This strategy keeps leads engaged and informed, increasing the likelihood of conversion.

Implement wish list functionality and abandoned cart features to capture customer interest. Use retargeting campaigns for abandoned carts to re-engage potential buyers and drive them back to complete their purchase.

Conversion Optimization for Valuable Customers:

Enhance your e-commerce strategy with AI-powered product recommendations that suggest relevant products based on individual preferences, boosting conversion rates.

Streamline the checkout process with SFCC’s user-friendly features like guest checkout and saved payment options, making it easier for customers to complete their purchase.

Drive sales with targeted promotions and offers based on customer data. Deliver personalized discounts and promotions to incentivize purchases and increase average order value.

Building Loyalty for Long-Term Success:

Manage your loyalty program effectively with SFCC’s seamless integration, rewarding customer purchases, reviews, and social media engagement to foster loyalty.

Enhance post-purchase experiences by recommending complementary products, offering exclusive discounts, and providing personalized content based on purchase history, nurturing long-term relationships.

Re-engage lapsed customers with win-back campaigns, using targeted email campaigns and special offers to bring them back into the buying cycle and reignite their interest in your products.

The Power of Data and Analytics:

SFCC empowers you to leverage customer data throughout the lead-to-loyalty journey.  By tracking customer behavior, preferences, and purchase history, you gain valuable insights that inform future marketing campaigns, product assortments, and overall customer engagement strategies.

Lead to Loyalty also involves the utilization of Salesforce in all touchpoints. Lets see how Salesforce is used in each step or action done by the User and how data is seamlessly used within the ecosystem.

SFCC integrates with other Salesforce Clouds through various methods, most commonly:

• Data Sharing: SFCC can share relevant customer data (purchase history, preferences) with other clouds like Marketing Cloud and Service Cloud.
• Customer 360: This platform unifies customer data across all Salesforce clouds, providing a holistic view of each customer.
• Connectors: Pre-built connectors streamline data exchange between SFCC and other clouds for specific functionalities.
• APIs: Developers can leverage APIs for custom integrations and data exchange between SFCC and other clouds.

This data exchange allows for a unified customer experience:

• Marketing Cloud: Utilizes purchase behavior from SFCC to send personalized email campaigns with relevant product recommendations.
• Sales Cloud: Provides a complete customer record with purchase history for better sales rep interactions.
• Service Cloud: Empowers service reps with customer purchase details to resolve inquiries efficiently and offer loyalty program support.
• Benefits of a Connected Salesforce Experience:

SFCC goes beyond just being a sales platform. It provides the tools and functionalities to orchestrate a seamless lead-to-loyalty journey for your B2C business. By personalizing experiences, optimizing conversions, and fostering loyalty, SFCC empowers businesses to build lasting customer relationships and drive sustainable growth.

Are you looking to revolutionize your e-commerce strategy? Look no further than Salesforce Commerce Cloud (SFCC) and its powerful integrations with other Salesforce clouds. SFCC’s ability to seamlessly connect with Marketing Cloud, Service Cloud, and Sales Cloud opens up a world of possibilities for businesses seeking to enhance their customer engagement, drive sales, and optimize operations. Join us on a journey to discover how these integrations can transform your e-commerce experience and propel your business to new heights.

SFCC with Marketing Cloud

Data from Salesforce Marketing Cloud (SFMC) can enhance Salesforce Commerce Cloud (SFCC) in several ways, including custom email triggers, improve click through rates.

Personalization:

We unlock powerful tools for personalization and marketing effectiveness, such as targeted product recommendations based on SFMC data like past purchases and browsing behaviour. SFMC insights also enable personalized website content, tailored to individual interests. Syncing SFMC email journeys with SFCC behaviour allows for personalized email triggers, leading to higher engagement and conversions, enhancing personalization, and increasing customer loyalty.

Marketing Optimization:

We can analyze SFCC data to gauge the impact of SFMC campaigns, measuring metrics like click-through and conversion rates. By combining SFMC and SFCC data, we can refine customer segments, improving targeted marketing efforts. Additionally, leveraging SFMC for A/B testing allows us to test email variations and analyze their effects on SFCC traffic and conversions. These capabilities help us optimize our marketing strategies for better results and improved ROI.

SFCC with Sales Cloud

Integrating Sales Cloud with SFCC enhances customer profiles, prepopulating checkout forms, streamlines the buying process, personalizes the storefront experience and so on.

Enhancing Customer Profiles:

Integrating Sales Cloud data with SFCC allows us to create richer customer profiles and enhance personalization. By importing lead data from Sales Cloud, we provide a more comprehensive view of each customer in SFCC. This data can personalize product recommendations and segment customers, leading to more targeted marketing efforts and a personalized shopping experience, ultimately driving better engagement and loyalty.

Streamlining the Buying Process:

Pre-populating checkout forms with customer information from Sales Cloud speeds up the checkout process. Customers can easily access their order history in SFCC, promoting transparency. This integration also allows for generating personalized quotes based on past purchases, enhancing the overall shopping experience.

Boosting Sales and Marketing Efforts:

Identifying upsell and cross-sell opportunities based on customer buying patterns boosts revenue and satisfaction. Exporting customer segments from SFCC to Sales Cloud improves segmentation and engagement, enabling targeted marketing campaigns. This integration delivers more relevant offers, driving higher conversions and ROI.

SFCC with Service Cloud

Service Cloud integration with SFCC enables companies to not only enhance customer profiles but also personalize post-purchase support by understanding purchase history and product information. Here’s how combining these platforms can benefit businesses and their customers:

Enhanced Customer Profiles:

By using Service Cloud interactions to enrich SFCC customer profiles, we can tailor recommendations and content more effectively. For example, we can prioritize size guides or size recommendation tools for customers who have previously experienced sizing issues. This integration helps us better understand customer needs and preferences, leading to a more personalized and seamless shopping experience.

Personalized Post-Purchase Support:

This allows personalization of post-purchase interactions and enhances customer satisfaction. By utilizing Service Cloud data, we can tailor post-purchase interactions in SFCC to meet customer needs more effectively. For example, we can display warranty information or initiate a chat for warranty inquiries directly from the product page, providing customers with relevant and timely support.

Improved Product Development:

By incorporating Service Cloud data into product development, we can use customer feedback to enhance future product iterations in SFCC. For example, we can identify recurring issues or defects reported through Service Cloud and prioritize them in our product development roadmap. This integration helps us ensure that our products meet customer expectations and improve customer satisfaction in the long run.

Streamlined Order Management:

By incorporating Service Cloud data, we can streamline the process of managing returns or exchanges in SFCC. For example, we can flag products for review or offer alternative recommendations based on return patterns, helping us reduce return rates and improve customer experience. This integration enhances our ability to manage orders efficiently and meet customer expectations.

SFCC with Analytics Cloud

Connecting SFCC with Analytics Cloud offers several compelling use cases and benefits for our implementation projects. One key advantage is enhanced customer segmentation, as we can analyze SFCC customer data in Analytics Cloud to create more targeted customer segments for personalized marketing.

Merchandising and Marketing Optimization:

Additionally, connecting SFCC with Analytics Cloud enables us to improve merchandising strategies. By leveraging Analytics Cloud, we can optimize product assortments, pricing, and promotions based on SFCC sales data and customer feedback, ultimately driving better outcomes for our clients.

The predictive analytics capabilities of Analytics Cloud are also invaluable. By leveraging these capabilities with SFCC data, we can forecast sales trends and personalize product offerings, helping our clients stay ahead of the competition.

Operational Efficiency and Customer Satisfaction:

Real-time monitoring is another significant benefit. Through Analytics Cloud dashboards, we can monitor SFCC key performance indicators (KPIs) in real-time, allowing for quick trend identification and issue resolution, which is crucial for maintaining operational efficiency.

Marketing campaign optimization is also greatly enhanced by connecting SFCC with Analytics Cloud. By analyzing SFCC marketing campaign performance in Analytics Cloud, we can refine strategies and improve return on investment (ROI) for our clients.

Furthermore, connecting Analytics Cloud with SFCC enables us to improve inventory management. By analyzing SFCC inventory and demand trends in Analytics Cloud, we can optimize inventory levels and improve customer satisfaction by ensuring products are always available when needed.

Customer journey analysis is yet another advantage. By tracking and analyzing the SFCC customer journey in Analytics Cloud, we can identify and improve customer touchpoints, ultimately enhancing the overall shopping experience for our clients’ customers.

By leveraging these integrations, companies can elevate their customer engagement, drive sales, and optimize operations.

Ready to unlock the full potential of Salesforce Commerce Cloud? Contact us today to start your journey towards a more personalized and effective e-commerce experience.

As of mid-February 2024, the Spring ‘24 release was generally available across all instances of Health Cloud bringing with it a host of improvements and added functionality for healthcare organizations. The new features and enhancements offer opportunities for efficiency, security, and insights.

Home Health

Advanced visit scheduling enables healthcare organizations to proactively manage care delivery, optimizing resource allocation and enhancing patient outcomes.

Integrated Care Management

Care Plans have an improved capture mechanism to update problems, goals, and interventions from multiple completed assessments within the Care Plan interface, streamlining care coordination and improving patient care.

Advanced Therapy Management

A new Electronic Signature framework ensures transparent but secure Chain of Custody events are captured efficiently. Additionally, optimized time-to-therapy enhancements and transportation logistic modeling enhance operational efficiency and compliance.

Provider Search

An updated user interface and filter customizations create a more targeted search experience across larger data sets, allowing faster access to relevant information and insights.

Referral Management

A modernized guided experience accelerates the referral process while providing enhanced insights into key referral trends, facilitating smoother transitions of care and improved collaboration among care teams.

Assessment Tracking

Critical improvements offer a comprehensive view of individuals’ assessment scores in a centralized location, boosting user productivity and facilitating informed decision-making.

Dig Deeper

All of this and much more are included in Spring ’24 for healthcare, allowing organizations to leverage advancements to drive operational efficiency, improve patient outcomes, and ultimately deliver higher-quality care. Review the full set of release notes, or contact the Health Cloud experts at Perficient and let us guide you to a more efficient healthcare technology solution!

In the realm of data management and analytics, the terms ETL (Extract, Transform, Load) and ELT (Extract, Load, Transform) have been commonplace for decades. They describe the processes involved in moving data from one system to another, transforming it as needed along the way. However, with the advent of technologies like Salesforce Data Cloud, a new concept is gaining traction: “noETL / noELT.” But what does this mean for you, especially if you’re not knee-deep in the technical jargon of data integration? Let’s explore.

Understanding ETL and ELT

First, a quick refresher on ETL and ELT:

• ETL (Extract, Transform, Load): This traditional approach involves extracting data from various sources, transforming it into a usable format, and then loading it into a target system, often a data warehouse or analytics platform.
• ELT (Extract, Load, Transform): ELT reverses the transformation step, loading raw data directly into the target system and then transforming it as needed within that system.

Both ETL and ELT have their pros and cons, but they can be complex and time-consuming processes, requiring specialized skills and infrastructure.

Enter noETL / noELT

Now, let’s talk about noETL / noELT, as championed by platforms like Salesforce Data Cloud. The “no” in noETL / noELT signifies a departure from the traditional data integration approaches. Here’s what it means for you:

1. Faster Time to Insights

• With noETL / noELT, data can be accessed and utilized more quickly. Instead of waiting for data to go through multiple transformation stages, you can start analyzing it almost immediately.

2. Real-Time or Near Real-Time Analytics

• By eliminating the upfront transformation step, noETL / noELT enables real-time or near real-time analytics. This means you can make decisions based on the most current data available.

3. Simplified Data Integration

• For end-users, noETL / noELT translates to simplified data integration. You don’t need to worry about intricate data pipelines or complex transformation logic. Data becomes more accessible and usable.

4. Scalability and Cost Efficiency

• Scalability is often improved with noETL / noELT, as it reduces the overhead associated with managing large-scale data integration processes. This can result in cost savings as well.

What it Means for You

If you’re a business user, analyst, or decision-maker leveraging Salesforce Data Cloud or similar technologies, here’s what noETL / noELT means for you:

• Ease of Use: You can focus more on extracting value from data rather than managing its integration.
• Quicker Insights: Rapid access to data means quicker insights, enabling faster and more informed decision-making.
• Adaptability: NoETL / noELT architectures are often more adaptable to changing data sources and analytical needs.

Where are we today?

As of April 2024 there are two platforms that are Generally Available (GA) that can be used like this with Salesforce Data Cloud.

1. Snowflake
2. Google BigQuery

There are two other platforms that are in Pilot mode as of April 2024.  We are excited to see those move from Pilot to GA.

1. Databricks
2. Amazon RedShift

And looking forward, as mentioned in this article at cio.com, Salesforce Data Cloud is looking towards leveraging these two abilities moving forward.

1. Allowing for data lakes that use Apache Iceberg to surface in Data Cloud with direct file access at the storage level.
2. Salesforce Data Cloud will also add zero-copy support to the Data Kits that ISVs use to distribute datasets and enrich customers’ data in Salesforce Data Cloud.

What we are so excited about at Perficient is that we can bring expertise to both sides of a project involving these technologies.  We have two different business units that focus on each side…

1. A Salesforce Business Unit with experts in Salesforce Data Cloud
2. A Data Solutions Business Unit to help with the Data Lake solutions like Snowflake, Google BigQuery, Databricks and Amazon Redshift.
   1. Here is a recent blog post from a colleague of mine in that Data Solutions business unit.

In conclusion, the rise of noETL / noELT represents a significant shift in how we approach data integration and analytics. It promises to democratize data access and streamline processes for users across organizations. As these technologies continue to evolve, staying informed about their implications will be crucial for maximizing their benefits. Embrace the simplicity and agility that noETL / noELT brings, and harness the power of data more effectively in your day-to-day operations.

Imagine a world where we can skip Extract and Load, just do our data Transformations connecting directly to sources no matter what data platform you use?

Salesforce has taken significant steps over the last 2 years with Data Cloud to streamline how you get data in and out of their platform and we’re excited to see other vendors follow their lead. They’ve gone to the next level today by announcing their more comprehensive Zero Copy Partner Network.

By using industry standards, like Apache Iceberg, as the base layer, it means it’s easy for ALL data ecosystems to interoperate with Salesforce. We can finally make progress in achieving the dream of every master data manager, a world where the golden record can be constructed from the actual source of truth directly, without needing to rely on copies.

This is also a massive step forward for our clients as they mature into real DataOps and continue beyond to full site reliability engineering operational patterns for their data estates. Fewer copies of data mean increased pipeline reliability, data trustability, and data velocity.

This new model is especially important for our clients when they choose a heterogeneous ecosystem combining tools from many partners (maybe using Adobe for DXP and marking automation, and Salesforce for sales and service) they struggle to build consistent predictive models that can power them all—their customers end up getting different personalization from different channels. When we can bring all the data together in the Lakehouse faster and simpler, it makes it possible to build one model that can be consumed by all platforms. This efficiency is critical to the practicality of adopting AI at scale.

Perficient is unique in our depth and history with Data + Intelligence, and our diversity of partners. Salesforce’s “better together” approach is aligned precisely with our normal way of working. If you use Snowflake, RedShift, Synapse, Databricks, or Big Query, we have the right experience to help you make better decisions faster with Salesforce Data Cloud.

From patient records to medical device telemetry, the volume and diversity of data generated for medical device companies can be staggering. However, harnessing this data to its full potential remains a significant challenge for many. Healthcare organizations, including medical device companies, grapple with dispersed data across various departments and technologies. This fragmentation impedes timely and effective utilization of data, hindering effects to deliver personalized experiences and deriving actionable insights.

Enterprises are turning to Salesforce Data Cloud to connect, unify and analyze the vast amounts of customer and device data in real-time. For medical device companies, leveraging such platforms holds the promise of overcoming data complexity and unlocking transformative business benefits.

Context and Trust Building

Every interaction with a customer presents an opportunity to foster trust, and real-time data plays a pivotal role in this endeavor. By harnessing data from medical devices and other sources, companies can personalize interactions, demonstrating a deep understanding of their user’s needs and preferences. For example, a patient using a continuous glucose monitoring (CGM) device is not only notified of their glucose levels via their cell phone but can also be reminded when devices are due to be replaced or supplies need to be ordered. This personalized approach builds trust, drives loyalty and offers continuity of care.

Segmentation Power

The ability to access up-to-the-minute data empowers marketing teams to refine their strategies with precision.  Utilizing insights enables optimization of communication efforts for timing, targeting, and maximizing opportunities for positive outcomes.  For example, patients utilizing a cardiac implantable electronic device (CIED) can be segmented based on type of arrhythmia, disease progression, and previous treatment history and be sent relevant articles and treatment considerations targeted to their specific needs. This segmentation power enables companies to tailor their outreach efforts, maximizing the effectiveness of their campaigns and communication, and empowering better health outcomes at the patient level.

Salesforce Data Cloud: Empowering Healthcare Transformation

Data Cloud emerges as a leading cloud-based platform that addresses the unique data management challenges faced by medical device companies. By seamlessly integrating data from various sources, including medical devices, CRM systems and marketing automation platforms, Data Cloud empowers business to create personalized experience and drive tangible outcomes.

Perficient + Salesforce 

As a leading Salesforce consulting partner, we are on a mission to harness the power of Salesforce to solve complex business problems. With specialized knowledge in Data Cloud, Einstein AI, Marketing Cloud, and Experience Cloud, our team is dedicated to crafting innovative digital experiences that drive client success.

We aren’t just experts; we’re storytellers who understand the unique needs and challenges in the manufacturing, automotive, healthcare and life sciences, and financial services industries. We team up with our industry and solution experts to build complex enterprise ecosystems for our clients, and through our commitment to building authentic relationships with clients and partners, we foster collaboration and trust that lead to sustainable growth.

At the heart of our mission is our belief in lifting up people and communities. By leveraging our global team’s skills and resources, we strive to solve complex business problems and leave a meaningful impact on society.

Join us in our journey to revolutionize the way businesses connect, engage, and thrive in the digital era. Get connected with our experts to learn more.

In today’s rapidly evolving healthcare landscape, payers face numerous challenges in delivering efficient and personalized services to their members. The traditional healthcare experience is often fraught with complexities, inefficiencies, and a lack of transparency, leaving both payers and members frustrated.  

The Challenges: 

1. Lack of a Single Member View: Payers often struggle with fragmented member data across various systems, leading to a lack of a unified view of their customers. This disconnect can hinder their ability to provide personalized services and make informed decisions. 
2. Disparate Data and Inefficient Systems: Disjointed systems and processes can be a major roadblock to operational efficiency. Payers need a solution that streamlines their workflows and eliminates data silos. 
3. Strict Data Privacy Considerations (HIPAA/PHI): Payers must navigate complex data privacy laws, which add an extra layer of complexity to their operations. 
4. Need to Maximize Operational Efficiency: Inefficiencies in administrative processes, such as manual paperwork and redundant tasks, can drive up operational costs. Payers are looking for ways to cut unnecessary expenses and maximize efficiency. 
5. Providing a More Personalized, Streamlined, and Transparent Healthcare Experience: In an age of personalized shopping experiences and instant access to information, consumers expect the same level of convenience and transparency when it comes to managing their health coverage. 

Introducing Shop, Quote & Enroll for Health Plans

To address these challenges, payers are seeking technology solutions that create a unified ecosystem of data and processes. The vision is to establish an experience that is seamless, tailored, and highly efficient. Perficient’s Shop, Quote & Enroll solution for individual and family, Medicare, and small group lines of business is poised to transform the way payers and members interact with the healthcare system. By addressing critical pain points, streamlining processes, and prioritizing data privacy, this solution brings healthcare into the modern age.  

Shop, Quote & Enroll leverages Salesforce and its out-of-the-box solutions created specifically for health insurers. This scalable offering can be implemented across one or many lines of business, and can be leveraged to optimize the lifecycle of payer offering: from providing members and brokers the option to shop for the coverage that suits their needs, generate a quote, enroll in their chosen plan, and renew their plan. 

As a Salesforce Consulting Partner, Perficient has an experienced team of experts with a proven track record of implementing Shop, Quote & Enroll, enabling our customers to realize the following business outcomes: 

1. Increased Member Digital Engagement and Personalization: With a single customer view and streamlined processes, payers can offer more personalized services to their members. This leads to higher member satisfaction and greater engagement with digital healthcare tools. 
2. Capturing Timely Prospect Information: The solution enables payers to capture prospect information in real time, offering a more efficient sales process. 
3. Operational/Administrative Efficiencies and Decreased Costs: By eliminating redundant tasks and streamlining systems, payers can reduce operational costs. This includes a reduction in paperwork, administrative overhead, and the overall cost of managing member data. 
4. Time Savings for Sales Agents: Sales agents benefit from the improved efficiency of the system, as they spend less time on administrative tasks and more time engaging with prospects and members.  

Perficient + Salesforce

We are a Salesforce Summit Partner with more than two decades of experience delivering digital solutions in the manufacturing, automotive, healthcare, financial services, and high-tech industries. Our team has deep expertise in all Salesforce Clouds and products, artificial intelligence, DevOps, and specialized domains to help you reap the benefits of implementing Salesforce solutions.

The winds of change are blowing in the world of commerce, and composable architecture is taking center stage. Businesses are ditching monolithic platforms and embracing the freedom to mix and match best-of-breed solutions to create unique and engaging shopping experiences using MACH and Composable architecture. Composable commerce takes headless architecture further. It’s like a Lego set for e-commerce, where instead of just separating the front end from the back end, every component of the commerce platform is broken down into independent, modular services.

In a traditional SFRA (Storefront Reference Architecture) in Salesforce Commerce Cloud implementation, the front end (storefront) and back end (commerce logic) are tightly integrated. When using Composable architecture, by moving to a frontend that is less tightly integrated into SFCC you no longer need to use the old ISML web-cms templates that are holding your teams back. So, you can take a ‘composable’ approach to your commerce solution, choosing to use the best software vendors for the specific needs of your brand and customer experience

But what makes Salesforce Commerce Cloud (SFCC) a champion in this composable game? Buckle up, because we’re diving into the features that empower you to become a composable commerce mastermind with SFCC:

1. Scalability and Flexibility:

• • Microservices Architecture: SFCC utilizes a microservices architecture, where its functionalities are divided into independent, self-contained services. This allows for independent scaling of individual services based on specific needs, supporting the flexibility and modularity required in a composable approach. Various services like Headless CMS, GraphQL, Progressive Web Apps can be utilized.
  • Containerization: SFCC leverages containerization technology, allowing for efficient deployment and management of individual services within a composable architecture. This ensures faster development cycles and simplified scaling.

2. Open and Extensible Platform:

• • Comprehensive API Library: As mentioned earlier, SFCC offers a vast library of APIs covering various functionalities like product management, order processing, and customer accounts. This extensive suite enables seamless integrations with diverse external systems, fostering a composable ecosystem.
  • API Gateway: SFCC provides an API Gateway tool that aids in managing access, security, and documentation for exposed APIs. This simplifies the integration process and ensures secure communication within the composable architecture.

3. Cloud-Native Platform:

• • Pre-built Integrations: SFCC being a SAAS platform, comes equipped with pre-built integrations for various third-party solutions like payment gateways and analytics tools. These integrations act as building blocks within a composable architecture, facilitating faster implementation and reducing development effort.

6. Headless Freedom:

Imagine building your storefront with your favourite tools, like React or Angular, without being chained to a specific front end. SFCC’s headless architecture grants you this freedom, allowing you to craft unique experiences that perfectly match your brand identity.

8. A Marketplace of Possibilities:

The AppExchange marketplace is your treasure trove of pre-built and certified applications from third-party vendors. These applications act as ready-made building blocks, allowing you to extend functionalities and add even more versatility to your composable commerce ecosystem.

Beyond offering a robust suite of features and functionalities, Salesforce Commerce Cloud (SFCC) seamlessly translates these capabilities into tangible benefits that directly impact your business and that directly benefit end users like,

• Personalized shopping journeys: AI-powered features like product recommendations and personalized search can be integrated for a more tailored shopping experience.
• Faster loading times and smooth navigation: Composable architecture can potentially lead to faster loading times and a more responsive user experience.
• Greater payment flexibility: Integration with various payment gateways allows users to choose their preferred payment methods for a seamless checkout experience.
• Enhanced product discovery: Composable search solutions can be integrated to enable advanced product filtering and searching, facilitating easier navigation and product discovery.

So, are you ready to embrace the future of commerce? With SFCC’s composable capabilities, you have the power to build unique, agile, and future-proof shopping experiences that keep your customers coming back for more.

In today’s competitive digital landscape, clients need to innovate faster, increase operational efficiency, and deliver customized, memorable customer experiences. They need to be more responsive, efficient, and relevant to better connect with customers and build lasting relationships.

Salesforce enables clients to accelerate their digital transformation and unlock data across disparate systems, clouds, and devices to make smarter, faster decisions, and create highly differentiated, connected experiences for customers. Regardless of the industry, Salesforce helps address key challenges to create a strong foundation for scalability and growth.

Empowering Our Clients With Proven Salesforce Expertise

Perficient was recently recognized in a leading global technology research and advisory firm’s report featuring noteworthy Salesforce ecosystem partners in the U.S. We are committed to helping our clients harness Salesforce Data Cloud and Einstein AI, accelerate Salesforce adoption, and scale for growth.

We’re leaning into CRM + Data + AI – hard. Our Generative AI Innovation Group aims to drive innovation, connection, and community with our clients, colleagues, partners, and investors about the emergence of generative AI tools and capabilities, and the impact these technologies have on businesses today. Our Salesforce practice has over 15 certified Data Cloud experts on our team, with more resources becoming interested and dedicating their time to learning the platform. And at World Tour Chicago, we had one of our team members participate in an AI Vision and Strategy session, where her team took home the Golden Einstein Award.

Perficient is poised and ready to make a difference for our clients, and we’re on our way to becoming the world’s most trusted, sought-after Salesforce practice. We’re known for building long-standing client partnerships through global depth, scale, and industry expertise, combined with the flexibility and collaboration of a nimble organization.

A Dedicated Global Team With Over 20 Years of Salesforce Experience

As a leading Salesforce consulting partner, we are on a mission to harness the power of Salesforce to solve complex business problems. With specialized knowledge in Data Cloud, Einstein AI, Marketing Cloud, and Experience Cloud, our team is dedicated to crafting innovative digital experiences that drive client success.

We aren’t just experts; we’re storytellers who understand the unique needs and challenges in the manufacturing, automotive, healthcare and life sciences, and financial services industries. We team up with our industry and solution experts to build complex enterprise ecosystems for our clients, and through our commitment to building authentic relationships with clients and partners, we foster collaboration and trust that lead to sustainable growth.

At the heart of our mission is our belief in lifting up people and communities. By leveraging our global team’s skills and resources, we strive to solve complex business problems and leave a meaningful impact on society.

Join us in our journey to revolutionize the way businesses connect, engage, and thrive in the digital area. Learn more about Perficient’s Salesforce expertise, capabilities, and industry solutions.

In today’s hyper-competitive retail landscape, merely processing orders is no longer sufficient. Businesses need a digital commerce solution that can create immersive online experiences, drive sales, and foster long-term customer loyalty. Salesforce Commerce Cloud stands out as a game-changer in this regard, and with Perficient as your trusted partner, you can unlock its full potential.

Why Salesforce Commerce Cloud?

Salesforce Commerce Cloud transcends traditional shopping cart platforms. Here’s why it’s the ultimate choice for B2C businesses seeking growth and success:

Omnichannel Excellence:

Seamlessly unify your customer journey across all touchpoints, whether it’s through mobile apps, websites, social media, or brick-and-mortar stores. With Commerce Cloud, you can deliver consistent and personalized experiences that delight shoppers at every step of their buying journey.

AI-Powered Personalization:

Harness the power of Einstein AI to revolutionize how you engage with your customers. By analyzing vast amounts of data, Einstein enables you to deliver highly targeted product recommendations, personalized content, and compelling promotions that resonate with each individual shopper, driving higher conversion rates and customer satisfaction.

Scalability and Security:

With Commerce Cloud, scalability and security are non-negotiable. Whether you’re experiencing a surge in traffic during peak seasons or expanding into new markets, Commerce Cloud can effortlessly handle the load while ensuring the utmost protection of sensitive customer data. Rest easy knowing that your platform is equipped with enterprise-grade security features to safeguard your business and customers.

Flexibility and Agility:

No two businesses are alike, and Commerce Cloud recognizes that. Enjoy unparalleled flexibility and agility as you customize your storefront to reflect your brand identity and unique value proposition. Additionally, Commerce Cloud’s seamless integration capabilities allow you to connect with other systems and third-party applications, enabling you to adapt quickly to changing market dynamics and stay ahead of the competition.

Perficient, the Commerce Cloud Experts

Implementing Commerce Cloud requires expertise. Perficient Inc. steps in as your trusted partner, bringing:

• Deep Expertise: Our team has expertise in Commerce Cloud solutions, understanding its nuances and intricacies.
• Strategic Guidance: We go beyond implementation, helping you define your commerce vision and craft a winning strategy.
• Seamless Integration: We connect Commerce Cloud with your existing systems, ensuring smooth data flow and optimized operations.
• Ongoing Support: We’re here every step of the way, providing ongoing maintenance, optimization, and strategic guidance.

Increased Efficiency, Soaring Revenue

Here’s what Perficient and Commerce Cloud can achieve for you:

• Reduced Time to Market: Launch your online store faster, capitalizing on market opportunities promptly.
• Streamlined Operations: Automate tasks, manage orders efficiently, and free up resources for strategic initiatives.
• Enhanced Customer Satisfaction: Personalized experiences and omnichannel support lead to happier, more loyal customers.
• Boosted Conversion Rates: Targeted promotions, AI-powered recommendations, and a user-friendly interface drive more sales.
• Measurable Growth: Track key metrics and gain data-driven insights to optimize your strategy for continuous improvement.

Ready to unlock the true potential of your B2C commerce? Contact Perficient today and let’s discuss how we can tailor Salesforce Commerce Cloud to your unique needs and help you achieve your retail dreams.

Hello Trailblazers!

In Salesforce, managing addresses can sometimes be a tedious task, especially when dealing with duplicate data or ensuring consistency across different records. However, with the power of Apex triggers, we can automate address management processes to streamline operations and improve data accuracy.

In this blog, we’ll explore how to use an Apex trigger to automatically synchronize shipping and billing addresses on the Account object based on a checkbox field.

Scenario Overview

Imagine you’re working with the “Account Request” object in Salesforce, and you have two sets of address fields: one for billing address and another for shipping address. To simplify data entry and ensure consistency, you decide to implement a checkbox field named “Billing address same as the shipping address.” When this checkbox is checked, the billing address fields should automatically be populated with the values from the shipping address fields.

If you would like to learn more about how it appears on UI, follow this link.

Creating the Apex Trigger

To achieve this functionality, we’ll create an Apex trigger on the “Account Request” object that fires whenever the “Billing address same as shipping address” checkbox is checked. Here’s how we can implement the trigger:

AccountRequestTrigger.apxt

trigger AccountRequestTrigger on AccountRequest__c (before insert) {

    if(trigger.isBefore && trigger.isInsert){
        AccountRequestTriggerHandler.createAccountRequest(trigger.new);
    }
}

AccountRequestTriggerHandler.apxc

public class AccountRequestTriggerHandler {
    
    //trigger_handler for making billing address same as shipping address when checkbox = true .... 
     @AuraEnabled(cacheable=true)
    public static void createAccountRequest(List<AccountRequest__c> accReq){
        System.debug('accReq Value ==>' +accReq);
        for(AccountRequest__c acc : accReq){
            if(acc.Billing_Add_same_as_Shipping_Add__c  == true){
                acc.BillingStreet__c = acc.ShippingStreet__c ;
                acc.BillingCity__c = acc.ShippingCity__c ;
                acc.BillingState__c = acc.ShippingState__c ;
                acc.BillingCountry__c = acc.ShippingCountry__c ;
                acc.BillingPostalCode__c = acc.ShippingPostalCode__c ;
            }
        }
    }

}

AccountRequestTriggerHandlerTest.apxc

@isTest
public class AccReqTrigHandlerTest {
    
    @isTest
    public static void testCheckboxVal(){
        List<AccountRequest__c> accList = new List<AccountRequest__c>();
        AccountRequest__c accR = new AccountRequest__c();
        accR.Name = 'Prathamesh';
        accR.FirstName__c = 'Pratham';
        accR.LastName__c = 'Parab';
        accR.PrimaryEmail__c = 'parab@gmail.com' ;
        accR.ShippingStreet__c = 'IT Garden';
        accR.ShippingCity__c = 'Sawantwadi' ;
        accR.ShippingState__c = 'Maharashtra';
        accR.ShippingPostalCode__c = '896523' ;
        accR.ShippingCountry__c = 'India';
        accR.Billing_Add_same_as_Shipping_Add__c = true;
        insert accR;
        System.debug('Account Req Record==>' +accR);
        
        List<AccountRequest__c> accReqest = [SELECT Id, Billing_Add_same_as_Shipping_Add__c , ShippingStreet__c,ShippingCity__c,ShippingState__c,ShippingPostalCode__c,ShippingCountry__c from AccountRequest__c];

        for( AccountRequest__c acc : accReqest){
            if(acc.Billing_Add_same_as_Shipping_Add__c == true){
                acc.BillingStreet__c = acc.ShippingStreet__c ;
                acc.BillingCity__c = acc.ShippingCity__c ;
                acc.BillingState__c = acc.ShippingState__c ;
                acc.BillingPostalCode__c = acc.ShippingPostalCode__c ;
                acc.BillingCountry__c = acc.ShippingCountry__c ;
            }
            accList.add(acc);
        }
        update accList;
        
        Test.startTest();
        AccountRequestTriggerHandler.createAccountRequest(accList);
        Test.stopTest();
        
    }    

}

In the Apex trigger and its Handler Class

1. We define a before-insert trigger that fires before the Account Request records are inserted. (You can use before insert, before update, etc. as per the requirements.)
2. In the handler class, we iterate over the Account Request records in the Trigger.new context variable.
3. If the BillingAddressSameAsShipping__c checkbox is checked, we synchronize the billing address fields with the corresponding shipping address fields.

In the Apex Test Class

1. We create a test Account Request record with shipping address fields populated.
2. We also set the BillingAddressSameAsShipping__c checkbox to true and insert the record.
3. We query the Account Request record, iterate it, and synchronize the billing address fields with the shipping address fields.

So, with this, we can successfully populate the billing address fields with the values of the shipping address fields using Apex Trigger.

If you did not check the previous part of this blog about how we can implement this functionality with the help of LWC, then you can go with this link.

Conclusion

With the help of Apex triggers, we automated the synchronization of shipping and billing addresses on the Account Request object in Salesforce. With the help of Salesforce triggers, we can streamline data management processes, improve data accuracy, and enhance user productivity.

Happy Reading!

Resources:

1. Lightning Web Components Developer Guide
2. Lightning Component Library
3. Trailhead: Lightning Web Components Basics

You Can Also Read:

1. An Introduction to Salesforce CPQ
2. Salesforce CPQ and its Key Features
3. Unlocking the Power of AI: Einstein for Developers
4. Revolutionizing Customer Engagement: The Salesforce Einstein Chatbot

Hello Trailblazers!

In the realm of Salesforce development, Lightning Web Components (LWC) have emerged as a powerful tool for building dynamic and interactive user interfaces. At the heart of LWC lies its template rendering system, which governs how components display data and respond to user interactions.

In this blog, we’ll learn about template rendering or conditional rendering in LWC and provide an example.

So, let’s get started…

Understanding Template Rendering in LWC

Template rendering in LWC is the process of dynamically generating HTML content based on the component’s template file and the data provided to it. LWC uses a reactive rendering approach, meaning that the UI updates automatically whenever the underlying data changes. This results in a smooth and responsive user experience.

Let’s understand this with a proper example.

Take a scenario where a user requests account creation. So here is the “Account Request” form (a record edit form) along with its fields like Name, Phone, Email, Shipping Address, Billing Address, and a checkbox field—“Billing Address Same as Shipping Address.”

When the user checks the checkbox, all the fields in the Billing Address should be hidden (as this indicates that the billing address is equal to the shipping address). When the user unchecks the checkbox or keeps it as it is, the billing address field should be visible, and the user should be able to add details to it.

If you would like to learn how to create a record edit form in LWC, you can go with this link.

Solution LWC:

templateRenderingLWC.html

<template>
    <div class="slds-modal__content slds-p-around_medium" >
        <div class="slds-box box-config  slds-box_x-small slds-text-heading_medium" style="font-family:Arial ;" ><b>Make a request for your Account here!!</b></div>

        <div class="slds-grid slds-wrap slds-p-around" >
            <lightning-card>

                <lightning-record-edit-form object-api-name={Account_Request_Object} onsuccess={handleSuccess} onerror={handleError} >
                    <div class="slds-grid" >
                        <div class="slds-size_2-of-2 slds-grid slds-wrap slds-form_horizontal slds-form" >
                            <lightning-input-field field-name={Name} ></lightning-input-field>
                            <lightning-input-field field-name={Phone} ></lightning-input-field>
                            <lightning-input-field field-name={Email} ></lightning-input-field>
                            <lightning-input-field field-name={ShippingCity} ></lightning-input-field>
                            <lightning-input-field field-name={ShippingState} ></lightning-input-field>
                            <lightning-input-field field-name={ShippingPostalCode} ></lightning-input-field>
                    
                            <lightning-input-field field-name={BillingAddSameasShippingAdd}   type="checkbox" onchange={handleCheckboxChange} ></lightning-input-field>
    
                                <template if:false={visible} >
                                    <div class="slds-size_2-of-2 slds-grid slds-wrap slds-form_horizontal slds-form" >

                                        <lightning-input-field field-name={BillingCity} ></lightning-input-field>
                                        <lightning-input-field field-name={BillingState} ></lightning-input-field>
                                        <lightning-input-field field-name={BillingPostalCode} ></lightning-input-field>
                                    </div>
                                   
                                </template>                       
                        </div>
                    </div>
                    <lightning-button type="submit" variant="brand" label="Save Request" class="slds-align_absolute-center" ></lightning-button>

                </lightning-record-edit-form>
            </lightning-card>

        </div>
    </div>
</template>

templateRenderingLWC.js

import { LightningElement, track } from 'lwc';
import {ShowToastEvent} from 'lightning/platformShowToastEvent';
import ACCOUNT_REQUEST_OBJECT from '@salesforce/schema/AccountRequest__c';
import NAME_FIELD from '@salesforce/schema/AccountRequest__c.Name';
import PHONE_FIELD from '@salesforce/schema/AccountRequest__c.Phone__c';
import EMAIL_FIELD from '@salesforce/schema/AccountRequest__c.Email__c';
import BILLING_CITY_FIELD from '@salesforce/schema/AccountRequest__c.BillingCity__c';
import BILLING_STATE_FIELD from '@salesforce/schema/AccountRequest__c.BillingState__c';
import BILLING_POSTAL_CODE_FIELD from '@salesforce/schema/AccountRequest__c.BillingPostalCode__c';
import SHIPPING_CITY_FIELD from '@salesforce/schema/AccountRequest__c.ShippingCity__c';
import SHIPPING_STATE_FIELD from '@salesforce/schema/AccountRequest__c.ShippingState__c';
import SHIPPING_POSTAL_CODE_FIELD from '@salesforce/schema/AccountRequest__c.ShippingPostalCode__c';
import CHECKBOX_FIELD from '@salesforce/schema/AccountRequest__c.Billing_Add_same_as_Shipping_Add__c';

export default class TemplateRenderingLWC extends LightningElement {

    @track visible = false;

//Map the HTML side and above imported object and its fields here
Account_Request_Object = ACCOUNT_REQUEST_OBJECT;
Name = NAME_FIELD;
Phone = PHONE_FIELD;
Email = EMAIL_FIELD;
BillingCity = BILLING_CITY_FIELD;
BillingState = BILLING_STATE_FIELD;
BillingPostalCode = BILLING_POSTAL_CODE_FIELD;
ShippingCity = SHIPPING_CITY_FIELD;
ShippingState = SHIPPING_STATE_FIELD;
ShippingPostalCode = SHIPPING_POSTAL_CODE_FIELD;
BillingAddSameasShippingAdd = CHECKBOX_FIELD;

//Handle checkbox chanages here
    handleCheckboxChange(event) {
             //this.visible = event.target.checked;
             if(this.visible==true)
             {
                 this.visible=false;
             }
             else{
                 this.visible=true;
             }
             
        }


//Handle success event here
handleSuccess(event){
    const toastEvent = new ShowToastEvent({
        title : 'Success',
        message : 'Your Account creation request has been sent successfully' ,
        varient : 'success' 
    });
    this.dispatchEvent(toastEvent);
}

//Handle Error event here
handleError(event) {
    let errorMessage = event.detail.detail;
    console.log("response",errorMessage);
    this.dispatchEvent(
        new ShowToastEvent({
            title: 'Error',
            message: errorMessage,
            variant: 'error'
        })
    );
}
}

templateRenderingLWC.xml

<?xml version="1.0" encoding="UTF-8"?>
<LightningComponentBundle xmlns="http://soap.sforce.com/2006/04/metadata">
    <apiVersion>59.0</apiVersion>
    <isExposed>true</isExposed>
    <targets>
        <target>lightning__RecordPage</target>
        <target>lightning__AppPage</target>
        <target>lightning__HomePage</target>
    </targets>
</LightningComponentBundle>

LWC Output 1:

Here, we did not check the box. Thus, we filled out all the values.

 LWC Output 2:

In the above output, we used the template rendering. Thus we check the checkbox, it hides the billing fields.

You can see that here we used a checkbox to make the Billing Address the same as the Shipping address. But how is it working?

So, to make the billing address the same as the Shipping address, we simply implement the trigger logic. If you would like to learn more about it, follow this link.

Conclusion

In this way, we implemented the template rendering or conditional rendering here using the address example.

Happy Reading!

Resources:

1. Lightning Web Components Developer Guide
2. Lightning Component Library
3. Trailhead: Lightning Web Components Basics

You Can Also Read:

1. An Introduction to Salesforce CPQ
2. Salesforce CPQ and its Key Features
3. Unlocking the Power of AI: Einstein for Developers
4. Revolutionizing Customer Engagement: The Salesforce Einstein Chatbot