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 […]
Posts Tagged ‘Lightning’
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 […]
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 […]
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 […]
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, […]
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, […]
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 […]
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 […]
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 […]
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. […]
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 […]
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 […]