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

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Empowering Women in Technology Panel Recap – Breaking Barriers and Building Futures

Last month, Perficient, in collaboration with Salesforce and Women in Technology (WIT), hosted a dynamic panel titled “Empowering Women in Technology: Breaking Barriers and Building Futures”. The event celebrated women leaders and innovators, focusing on strategies to overcome challenges and advance impactful careers in tech. Moderated by Megan Glasow, leader of Perficient’s global Salesforce practice, […]

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Step-by-Step Guide: Activating Your Salesforce Experience Cloud Site

Hello Trailblazers! Salesforce Experience Cloud (formerly Community Cloud) is a powerful platform that allows businesses to create engaging and personalized online communities, portals, and websites for their customers, partners, and employees. Activating an Experience Cloud site is a crucial step in harnessing the platform’s potential to enhance customer experience and drive business success. In this […]

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Salesforce CPQ Advanced Approvals

What Is a Salesforce Approval Process An approval process in Salesforce is a set of steps that automate how records are approved in your organization. It specifies the actions to take when records are submitted for approval, who must approve them, and what happens after approval or rejection. This process ensures that important business decisions […]

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Perficient Insights: Dreamforce 2024 with Cheryl Moore

At Perficient, our team’s expertise and enthusiasm drive our success. Today, we’re excited to spotlight Cheryl Moore, Salesforce Portfolio Specialist, who’s eagerly anticipating Dreamforce 2024. An Experience Salesforce Expert Cheryl brings a wealth of experience to her role at Perficient. With over 5 years at our company and 9 years in the Salesforce ecosystem, she […]

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Perficient Insights: Dreamforce 2024 with Ryan Ambrose

  Meet Ryan Ambrose, a Portfolio Specialist at Perficient for our Salesforce practice, based in Chicago, Illinois. Ryan works closely with clients to optimize their use of Salesforce, ensuring that enterprises get the most value from the platform. The Dreamforce Experience Ryan is no stranger to Dreamforce, and one of his favorite memories from the […]

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Perficient Insights: Dreamforce 2024 with Jonathan Rademacher

At Perficient, we take pride in the talent and leadership that make up our team. Today, we are excited to speak with Jonathan Rademacher—though you may know him better as JR—our Principal for the Salesforce practice. With an impressive career that spans over two decades, Jonathan’s journey is a testament to his dedication to innovation […]

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Perficient Insights: Dreamforce 2024 with Chelsea Monda

As Dreamforce 2024 approaches, we had the opportunity to sit down with Chelsea Monda, Practice Director for go-to-market strategy and execution at Perficient. With an impressive 16-year tenure at Perficient, including 14 years focused on Salesforce, Chelsea brings a wealth of experience to her role. In this exclusive interview, she shares her thoughts on attending […]

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Perficient Insights: Dreamforce 2024 with Kristen Quick

At Perficient, we take pride in our talented and dedicated team members who bring their unique expertise and energy to everything they do. This month, we’re spotlighting Kristen Quick, a Director within our Salesforce practice, as she prepares to attend her very first Dreamforce in 2024. Introducing Kristen Quick Kristen comes to Perficient with a […]

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Perficient Insights: Dreamforce 2024 with Megan Glasow

As we eagerly anticipate Dreamforce 2024, the Perficient team is excited to come together with Salesforce and our valued clients to collaborate on the innovations that will shape the future. Dreamforce provides a unique opportunity to connect great minds, tackle complex business challenges, and harness the power of cutting-edge technologies. Megan Glasow’s Enthusiasm for AI […]

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Step by Step Guide – Path Assistant

Benefits of Utilizing Path Assistant in Salesforce In today’s fast-paced business environment, efficiency and consistency are key to success. Salesforce’s Path Assistant in Lightning Experience is designed to enhance user productivity and streamline workflows by visually guiding teams through critical stages of processes. This tool not only simplifies navigation but also ensures that best practices […]

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Perficient Insights: Dreamforce 2024 with Eric Walk

As we gear up for Dreamforce 2024, we’re excited to share insights from one of Perficient’s key leaders, Eric Walk. With over 13 years of experience in the industry, Eric brings a wealth of knowledge and a unique perspective on the evolving landscape of enterprise data strategy. Tell us about yourself and your role at […]

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My Top Dreamforce Picks: Marketing and AI Sessions You Won’t Want to Miss

As a marketing and communications professional with ten years of experience, I’m thrilled to be attending Dreamforce for the first time! This year, I’m especially eager to explore how AI and data can enhance marketing strategies and streamline processes. Salesforce offers awesome tools to: Deliver personalized customer engagement at scale with marketing software built on […]

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