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5 Steps to Setting Up a Custom Domain for a Lightning Community

There are several ways to set up a custom domain in Salesforce, but there is only one way you should be setting up your custom domain. Trust me, I went through the headache of trying every single one. Yes, setting up a domain can be daunting. But, I’ve broken it down into five easy-to-follow steps […]

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Design Tips to Make Your Lightning Community Dazzle

Why Brand My Salesforce Community? A brand is much more than a memorable logo, clever tagline, and a cohesive palette of colors or clean lines and typography. Bottom line, it’s about providing added value for your customers, building trust through quality and consistency, and ultimately boosting customer satisfaction and loyalty. Beyond a customer’s perception of […]

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Who Should Maintain Your Salesforce?

Don’t Overlook the Need for Governance! One of the biggest pain points customers often have with managing their Salesforce environments is the lack of governance. Who’s in charge? Where do you go with questions, or worse, problems? Why Do You Need Salesforce Governance Framework? A governance framework provides an intake method for receiving and prioritizing […]

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Where Are My Salesforce Report Formats In Lightning Experience?

If you have recently moved to Salesforce Lightning and are now trying to build a report, you might be wondering where are the report formats? There’s now no longer a drop down where you can choose Summary vs. Matrix, or Joined. So what happened to them? Rest assured, they’re still there. The New Salesforce Lightning […]

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3 Tools for Crafting Your Salesforce Lightning Migration Strategy

Still on Salesforce Classic? It’s OK. We understand. According to Salesforce, Lightning is “a quantum leap forward in functionality, usability, and speed for every user including admins, developers, and executives.” Making the move to Lightning isn’t as easy as the flip of a switch, but it’s becoming more and more necessary with each Salesforce release. Sales Path, […]

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Emailing from Salesforce: You’ve Got Options

There’s a lot to gain from sending emails in Salesforce. By eliminating the swivel chair between Salesforce and an email client, reps are able to stay in Salesforce and more likely to manage correspondence and activities. This behavior leads to well-maintained contact information and an accurate understanding of the customer. Beyond the benefits for reps, […]

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5 Highlights of Salesforce Summer ’18 Admin Preview Live

Salesforce’s “Summer ’18 Admin Preview Live” highlighted features guaranteed to deliver greater efficiencies to actionable information, cleaner reports, and insights into end-user skill sets. Among the highlights, here are… 5 Features from “Summer ’18 Admin Preview Live” Every Salesforce Admin Should Leverage Last Run Date on Reports Lists In Lightning Experience (LEX), the “Report Last […]

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Field Service Updates in Summer ’18 that Change How You Work

Salesforce Field Service Lightning, which was released a little over two years ago, has many awesome new features in the Summer ’18 release. As the fastest growing product in Salesforce company history (and one expected to book over $100 million this year), significant investment has been made in this product. Salesforce focused on improving technician […]

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Lightning Flow, Data Security, Summer ’18 Enhancements & More

Top Salesforce Updates You Need to Know Einstein, Lightning & More: What’s New in Salesforce Sales Cloud in Summer ’18 Top 5 Jaw-Dropping Salesforce Communities Summer ’18 Enhancements Why is Data Security Important to Me? Running an Integrated ABM Campaign in 5 Steps Connecting to Salesforce in Outlook Perficient’s Award-Winning Partnership with Salesforce What Organizations […]

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Salesforce Connect, Field Service, Lightning Migration & More

Top Salesforce News What is Salesforce Connect? Next-Generation Field Service Lightning Takes Customer Experiences to New Heights Salesforce Lightning Migration Framework & Assessment Prepare Your Team to Transform Customer Service and Deliver More Than a Smile It’s impossible to keep up with all the developments and breaking news that surround Salesforce. Luckily, you’ve got us. […]

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Salesforce Lightning Migration Framework & Assessment

It’s clear to see Salesforce’s product roadmap hinges on Lightning. The challenge question for users is how and when is the right time to migrate over to Lightning? All Successful Salesforce Projects Begin With These Steps Determine first where you are – an honest assessment. Start with internal audits and assessments to help determine the […]

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Change Management Tips, Emoji, Omnichannel Experiences, and more

What You Missed in Salesforce News — April 16, 2018 Salesforce Acquires Mulesoft and Announces Integration Cloud Think About the “Who”: Tips for Using Change Management for a Successful Transition to Lightning The Need for a Seamless Shopping Experience Dealing with the Disengaged: Transforming Unhappy Staff into Productive and Engaged Employees Pardot Introduces Emoji 8 […]

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What You Missed in Salesforce News – April 9, 2018

Top Salesforce News 3 Easy Steps for Data Management in Salesforce Salesforce Acquires Mulesoft and Announces Integration Cloud Introducing 24×7 Proactive Monitoring What You Need to Know About the Lightning Platform How to Sell Smarter with the New Sales Cloud Quickly and Easily Prevent Duplicate Records Moving From Clicks to Conversation: Finally Analytics You Can […]

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What You Missed in Salesforce News – April 2, 2018

It’s impossible to keep up with all the developments and breaking news that surround Salesforce. Luckily, you’ve got us. Here are some of the top stories of the past week. Salesforce Shield Platform Encryption: Keeping Data Safe Customer information security is critical to Salesforce’s success. Your data is already very secure, but to meet the […]

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How To Set Up Customer Communities in Salesforce

Customers often share ideas on their own, but an online customer community can provide a powerful mechanism for inviting your customers to proactively weigh in, and yield more powerful results.   We harnessed the power of Salesforce and the flexibility of Lightning Communities, components, custom page layouts, and themes to easily customize the experience in a […]

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Spring ’18 Takeaways to Give You a Salesforce Edge

With Spring ’18 hitting production last month, we’ve had time to familiarize ourselves with what some are considering Salesforce’s most feature-rich release ever. Among all those features, two really stand out. Here’s what you need to know. Spring ’18 Salesforce Features March You Towards Success Lightning Experience Macros Macros haven’t been on my radar until […]

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Empower Employee Ideas with Communities

Employees are the people who interact with their brands daily. Doesn’t it make sense they would have some of the best ideas? Let Your Employees’ Voices Be Heard Online community platforms, intranets, and other social engagement tools offer a unique way for your workforce to collaborate. But why not also leverage the power of your […]

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Winter ’17 Makes Force.com Communities a Thing of the Past

I’m going to make a bold statement: Force.com Communities are a soon to be a thing of the past. With Winter ’17 bringing the final missing features to the Community Builder templates, it’s time to rethink the reasons why you said no to the Community Builder a few months back, and revisit templates. We’ve built […]

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