Salesforce

We’re in Our #GrowthEra  It’s a new year, and with that, there is always change. One of those changes is that I’m now leading Perficient’s Salesforce business unit as the Managing Director. I’ve had the opportunity to work in the Salesforce ecosystem for 8+ years with top-notch talent. Our team continues to do amazing work […]

Leveraging Your CDP In today’s dynamic business landscape, harnessing the power of customer data is non-negotiable for success. Companies around the globe are increasingly turning to Customer Data Platforms (CDPs) to consolidate and manage their customer information effectively. While many organizations have already invested in a CDP, the addition of Salesforce Data Cloud can elevate […]

Hello Trailblazers! With Salesforce Survey, gaining valuable insights and feedback from your audience becomes a seamless and insightful experience. In this blog post, we’ll learn how we can Automate Survey Invitations with the help of Flows. This innovative capability empowers you to integrate surveys into your Salesforce Flows effortlessly, ensuring timely and targeted feedback collection. […]

Aloha Trailblazers! In the last blog, we discussed Large Data Volume in Salesforce and its impact on our business and efficiency. Continuing from that, let’s now look at different ways to handle the challenges of dealing with a large amount of data. Large Data Volume Mitigation Techniques When looking at Large Data Volumes below are […]

In the wild world of artificial intelligence (AI), your vision of how to marry up systems and capabilities can get murky, quick. In fall of 2023, Salesforce hosted their annual expo, Dreamforce. At Dreamforce 2023, it was all about Data + AI + CRM. The team relaunched its Data Cloud platform and ensured exciting, trusted […]

In today’s digital age, businesses are always looking for new, creative ways to communicate with their clients, partners, and staff. Salesforce Experience Cloud is one potent tool that has become very popular. With the help of this innovative platform, businesses can build vibrant, interesting, and useful online communities that promote deeper relationships and productive interactions. […]

Aloha Trailblazers, Embarking on the journey into the vast landscape of Salesforce, this blog serves as your guide to understanding and conquering the challenges of Large Data Volumes (LDV). In the dynamic world of Salesforce, businesses encounter the complexities of managing extensive datasets. As organizations grow, navigating and optimizing performance in the face of Large […]

Visual Studio Code (VS Code) – the all-in-one sanctuary for developers. From coding and testing to executing anonymous code and log analysis, it seamlessly caters to every developer’s need. However, what about admins? Despite various sessions on leveraging VS Code, many admins may not have fully embraced it in their daily tasks. The game-changer is […]

Hello Trailblazers, In the previous parts of this blog, we learned how to create Salesforce Survey forms and how to send your forms to your audiences to get their responses. If you did not read it, you can read them here: Part 1 and Part 2. In this blog, we’ll learn how to analyze the […]

Personalization (formerly known as Interaction Studio) is a tool that exists inside the Salesforce Marketing Cloud tenant. It is mostly used to help the customer improve the user experience through web, mobile, and email. The sitemap is the heart of personalization. A good sitemap code implementation can lead you to an understanding of: How the […]

Hello, Trailblazers. In this blog post, we will cover a very important topic that we use in our day-to-day Coding practices or Programming- CRON Expression. CRON Expression As you know, Salesforce provides a very great feature of Scheduling an Apex class. You can schedule classes in a standard way through customization with the frequency of […]

Hello, Trailblazers. In this blog post, we will learn how to write an Apex Trigger for Custom Validations. Acceptance Criteria:  Write an Apex Trigger to restrict the Payment until the Final Quote is “Approved”. To solve this, we have custom objects named Payment__c and Final_Quote__c in a lookup relationship with each other. Its lookup field […]