Salesforce

Hello Trailblazers! Salesforce dashboards are powerful tools for data visualization and analysis. Dynamic dashboards, for example, provide real-time insights tailored to each user’s data visibility. Since an organization can only create a limited number of dynamic dashboards, it’s crucial to track and manage them efficiently. This blog will explore various ways to check the number of […]

AI is redefining business, and Agentforce World Tour Denver puts the latest innovations at your fingertips. Straight from Dreamforce, this one-day event delivers hands-on experiences, expert insights, and real-world applications to boost productivity, enhance customer engagement, and streamline operations. Event Details Date: Monday, April 14, 2025 Time: 1:30 p.m. – 5:30 p.m. MT Location: Omni […]

In today’s fast-paced digital world, customer expectations are at an all-time high. Consumers want quick, accurate, and personalized responses, regardless of the communication channel. For businesses aiming to meet these demands, the right customer service solution is crucial. This is where Salesforce AgentForce comes into play. What is Salesforce AgentForce? Salesforce AgentForce is a robust […]

Great teams are built by great leaders, and we’re beyond excited to welcome Jon Pierre “JP” Millan to Perficient as our Key Enterprise Account Executive within our Salesforce Financial Services practice!  JP isn’t just a dynamic sales and business development leader, he’s a competitor, a mentor, and someone who thrives under pressure in and out […]

SFTP?  Isn’t that old? It is an oldie, but a goodie.  🙂 With Data Cloud we can send data to a lot of external data sources like Marketing Cloud Engagement or Amazon S3 through Activation Targets.   But there are times we are working with a destination system like Eloqua or Marketo that has solid support […]

Hello Trailblazers! Accordions are powerful UI components that help organize and display large amounts of content efficiently by allowing users to expand or collapse sections as needed. In Salesforce Lightning Web Components (LWC), the lightning-accordion component provides a built-in way to implement an accordion with minimal effort. This blog will cover everything you need to […]

Imagine you are building a Salesforce application and must ensure that users can only access specific fields based on their profiles or permission sets. You might wonder: can we control field-level security (FLS) from Apex? Explore this topic and understand the possibilities, challenges, and best practices. Understanding Field-Level Security in Salesforce Before we explore Apex, […]

Leveraging data that is ‘trapped’ within unstructured data files like PDFs is a powerful capability within Agentforce.  With an Agentforce Data Library this ability to surface PDF content through an Agent is now available in a ‘No Code’ fashion to all Salesforce Admins. So what is our Agentforce unstructured data use case? Let’s say we have […]

As Salesforce developers, handling JSON responses is a common task when working with external APIs or manipulating data structures. Apex provides several powerful methods to deserialize JSON into native objects, making it easier to work with structured data. In this blog, we will explore different approaches to deserialize JSON in Apex, accompanied by examples for […]

Director Craig Isakson is always looking to explore the latest tech and find new ways to improve client solutions. This year, he’s especially excited for TDX 2025—here’s why! Diving Into What’s New in Agentforce Craig is excited to dive into the latest tools in Agentforce and see how other developers are putting them to use. […]

As a Technical Consultant, Anthony Turley is always on the lookout for innovative solutions that can transform the way his team serves clients. This year, he is particularly excited about attending TDX 2025, and here’s why: Exploring Agentforce’s New Capabilities Anthony can’t wait to dive into all the new features and capabilities Agentforce has to […]

In today’s competitive business environment, customer loyalty is a valuable asset. Retaining an existing customer is far easier and more cost-effective than acquiring a new one. Loyal customers continue to make purchases and act as advocates for your brand, helping to drive growth and improve your reputation. But how do you create and nurture long-term […]