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

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How to Subscribe to Salesforce Reports

Hello Trailblazers! Salesforce Reports are a cornerstone of effective data-driven decision-making. They allow you to analyze and visualize business data efficiently. Salesforce offers a subscription feature for reports to ensure you or your team stay updated on important metrics without manually checking them. Subscribing ensures that you receive reports regularly in your email inbox, making […]

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The Importance of Content Moderation in Salesforce Communities

Content moderation is a key component of online communities, ensuring the platform remains safe, respectful, and professional for all users. While enforcing rules is essential, content moderation is more than just applying penalties or removing harmful posts. It’s about creating an environment that promotes positive interaction, cooperation, and trust among community members. This is especially […]

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Perficient at TDX 2025: Leading the Way in AI Innovation

We’re heading to San Francisco—the city of innovation—for TDX 2025 on March 5-6 (and streaming on Salesforce+)! Event Details Dates: March 5-6, 2025 Location: Moscone West Convention Center | San Francisco and streaming on Salesforce+ Registration: Register here – don’t miss this agent-first innovation. This year’s event is all about pushing the boundaries of AI innovation and […]

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Cracking the Code: How Salesforce Handles Data, Files, and Big Objects

Imagine you just started using Salesforce, and your manager asks you, “How much data can we store in Salesforce?” You open your laptop, search through Salesforce documentation, and suddenly feel overwhelmed by terms like data storage, file storage, and big objects. Don’t worry! In this blog, let’s break down the types of storage in Salesforce […]

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Understanding Salesforce Push Topics: Real-Time Data Streaming Made Simple

As a Salesforce developer with years of experience implementing real-time solutions, I’ve found Push Topics one of the Salesforce ecosystem’s most powerful yet underutilized features. Today, I’ll explore Push Topics, explaining what they are, how they work, and why they might be the solution you’ve been looking for. What are Push Topics? Push Topics in […]

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Salesforce Connect: Bridging External Data with Salesforce

In this blog, we delve into Salesforce Connect, an innovative solution for seamlessly integrating external data into the Salesforce ecosystem without the need for data duplication. By enabling real-time data access, you will explore how Salesforce Connect bridges the gap between Salesforce and external systems like legacy databases and ERP systems. This blog provides a […]

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Leveraging Data Cloud Data in Your Agentforce Agent

One of the powers of Data Cloud is the way that it can unlock ‘trapped’ data.  Let’s say that you had a large set of data like VIN (Vehicle Identification Number) numbers that you did not want to put in your Sales Cloud because of row storage limits, but you really wanted to use that […]

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Apex Security Best Practices for Salesforce Applications

As businesses increasingly rely on Salesforce to manage their critical data, ensuring data security has become more important than ever. Apex, Salesforce’s proprietary programming language, runs in system mode by default, bypassing object- and field-level security. To protect sensitive data, developers need to enforce strict security measures. This blog will explore Apex security best practices, […]

Preventing Salesforce Security Violations with Secure Apex Code Practices

Salesforce Security Violations: Identifying & Resolving Risks

Salesforce is a powerful CRM platform that enables businesses to manage customer data and automate workflows. However, ensuring the security of your Salesforce environment is critical to protecting sensitive data, maintaining compliance, and safeguarding your business processes. This post will explore how to identify and resolve Salesforce security violations, protecting your organization from potential threats. […]

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Optimizing Mobile Experiences with Experience Cloud: Reaching Customers on the Go

Today, customers expect to interact with businesses anytime, anywhere, and on any device. With mobile usage on the rise, businesses must ensure their digital experiences are optimized for mobile. Salesforce Experience Cloud helps companies create personalized and branded digital experiences, but these experiences must be mobile-friendly to meet customer expectations. Why Mobile Optimization Matters Over […]

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Sales Cloud to Data Cloud with No Code!

Salesforce has been giving us a ‘No Code’ way to have Data Cloud notify Sales Cloud of changes through Data Actions and Flows.   But did you know you can go the other direction too? The Data Cloud Ingestion API allows us to setup a ‘No Code’ way of sending changes in Sales Cloud to Data […]

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Is it really DeepSeek FTW?

So, DeepSeek just dropped their latest AI models, and while it’s exciting, there are some cautions to consider. Because of the US export controls around advanced hardware, DeepSeek has been operating under a set of unique constraints that have forced them to get creative in their approach. This creativity seems to have yielded real progress […]

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