Posts Tagged ‘Perficient Blogs’

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 […]

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 […]

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 […]

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 […]

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 […]

Introduction: In today’s fast-paced business landscape, organizations rely heavily on efficient processes to ensure smooth operations and consistent growth. Salesforce, a leading customer relationship management (CRM) platform, empowers businesses with tools to automate and optimize their operations. One such tool is the Approval Process, a powerful feature that, when integrated with Salesforce Flows, can revolutionize […]

Introduction: Salesforce has provided an effective knowledge base tool called as Salesforce Knowledge which allows users to create and manage articles in Salesforce. With the help of Salesforce Knowledge feature one can write articles and share it securely anywhere and anytime it is needed. The Salesforce Knowledge Base is made up of knowledge articles, which […]

The approval process in Salesforce is a very important topic and it plays a very important role for the approval of records before it comes to the actual processing. In this blog, we are going to learn the approval process very better with the help of real-time scenarios. So, let’s get started. This is the […]

The approval process in Salesforce is a systematic workflow designed to streamline and manage the approval of various business processes within an organization. It helps to make critical decisions, approve sales discounts, contract approvals as well as many such kinds of requests that need to be approved before coming into process. With the approval process […]

Introduction In the world of Salesforce development, user interface (UI) plays a vital role in creating a seamless and intuitive experience for users. While the Salesforce platform provides a rich set of pre-built UI components, there are times when you may need to create custom UI elements to meet specific business requirements. That’s where Salesforce […]

What is Salesforce Flow Salesforce Flow is a tool used for automating business processes in the Salesforce platform. It allows users to create custom, guided processes that can interact with Salesforce data and other external systems. With Salesforce Flow, users can create custom screens, input forms, and conditional logic to automate complex business processes. Flows […]

What is a CRM System, and Why Use One? A Customer Relationship Management (CRM) system is a powerful tool for businesses looking to grow better. It refers to strategies, processes, and technologies businesses use to manage their interactions with customers and potential customers. CRM aims to improve customer satisfaction, increase customer loyalty, and ultimately drive […]