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Posts Tagged ‘Perficient Blogs’

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Automating the Survey Invitations with Flows

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. […]

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How to Analyze Salesforce Survey Responses?

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 […]

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Row-Level Actions in Lightning Datatable in Lightning Web Component

Hello Trailblazers, In this blog post, we will learn how to handle Row-Level actions in Lightning Datatable in Lightning Web Component (LWC). Acceptance Criteria: Create a lightning datatable that will display all the product details. The product details component should have 2-Row Level actions. Show Details – When the user clicks on the button, it […]

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Batch Class in Apex to Delete Records

Hello Trailblazers, In this blog post, we’re going to write a batch in Apex to delete the records from the targeted object. Acceptance Criteria: Write a batch Class in Apex to delete all the account records created in the last 1 year. Batch Apex is a powerful Salesforce tool that allows developers to create and […]

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LWC – Validating Email Already exists in Database using Apex

Hello Trailblazers, In this blog post, we are going to learn how we can apply custom validation in LWC to the Email field to make it unique. We’ll validate whether the Email is already exist in database or not. Acceptance Criteria:  In an account creation form, create a custom validation on the Email field so […]

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Salesforce CPQ and its Key Features

Welcome to the informative series of Salesforce CPQ. In the previous part of this article, we’ve seen What Salesforce CPQ is, understood what actual configure, price, and quote are, how to sign in for CPQ enabled org, and many more. You can go with this link if you have not read it yet. In this […]

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An Introduction to Salesforce CPQ

In this blog, we will focus on the world’s best CRM software i.e., Salesforce, and understand what Salesforce CPQ is. What is CPQ? Salesforce CPQ, which stands for Configure, Price, Quote, is a powerful tool within the Salesforce ecosystem designed to streamline and optimize the complex process of generating quotes and proposals. In today’s world, […]

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The Ultimate Salesforce Knowledge Features Overview

Introduction: In the dynamic world of customer relationship management (CRM) and business operations, staying ahead of the curve is the mantra for success. In this digital age, where customers expect instant answers and personalized solutions, Salesforce Knowledge empowers businesses to precisely deliver that. Salesforce Knowledge is not just a tool; it’s a paradigm shift. It’s […]

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Salesforce Knowledge Feature: A Blueprint for Information Excellence

Introduction: In today’s fast-paced business landscape, customer satisfaction and service excellence stand as the pillars of success. Customers demand not only high-quality products or services but also prompt and accurate responses to their queries. This is where Salesforce Knowledge, a powerful feature of the Salesforce platform, comes into play, revolutionizing how businesses manage and provide information to their […]

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Connecting with Customers: How to Effectively Send Salesforce Survey Forms

In the previous part of this blog, we’ve seen what Salesforce Survey is, how to enable it and How to Create a Salesforce Survey form. If you are not aware of the Survey forms, you can go with this link. In this part of this blog, we are going to explore the ways through which […]

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Mastering Customer Feedback: A Guide to Salesforce Surveys

Introduction: In today’s world, we see that many businesses are emerging everywhere. It can be of any type. It establishes and grows. And, to grow, it requires customers and customers require satisfaction. Both things are interdependent. To keep a healthy relationship with customers, businesses use CRM (Customer Relationship Management) tool. Collecting feedbacks from customers is […]

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Demystifying Einstein Bots in Salesforce : The Future of Customer Engagement

Introduction: A chatbot, often known as a bot, is a computer programme that replicates a human conversation, whether written or spoken, and can be a beneficial tool for automating interactions with users. Salesforce Einstein Chatbot is a chatting tool that is driven by Salesforce’s AI. This platform allows businesses to create and deploy chatbots in […]

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