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Posts Tagged ‘Perficient India’

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How to Create a Bucket Column for the Picklist Type Field in Salesforce Report

Hello Trailblazers! Salesforce provides powerful reporting tools to analyze and visualize data effectively. Among these tools, the Bucket Field stands out as a feature that enables categorization of data directly within reports. In this blog post, we’ll focus on creating a Bucket Column specifically for Picklist type fields in Salesforce Reports, offering a step-by-step guide […]

Monolithic vs Microservice Architecture

Why Choose TypeScript Over JavaScript?

JavaScript is a loosely typed language which is very dynamic in nature. It has been very popular for its strong web development for decades. Indeed, it is a powerful tool, but it can sometimes lead to huge codebase and runtime errors, mainly in heavy applications. Now, speak about TypeScript, a superset of JavaScript, overcoming its […]

Gayathri Venkatraman

Gayathri Venkatraman Balances Project Management, Continuous Learning, and Team Development

Meet Gayathri Venkatraman, a senior project manager based in Chennai, India. She has been with Perficient for eight years, and during that time, she has had the opportunity to grow professionally, take on leadership roles, and mentor others in their own career journeys.  In this People of Perficient profile, we’ll get a glimpse into Gayathri’s […]

Malvika Malviya

Malvika Malviya’s Experience With Perficient’s People-First Culture

Perficient takes pride in its people and believes each colleague makes a difference in shaping our success. Every colleague brings a unique perspective to our organization, which is why Perficient promises to challenge, champion, and celebrate every colleague.  Malvika Malviya is a lead technical consultant based in Nagpur, India, and she has experienced first-hand how […]

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Bucket Field in Salesforce: Simplify Your Data Categorization

Hello Trailblazers! Salesforce Reports are a powerful way to analyze data, and one of their most useful features is the Bucket Field. This tool allows you to group report data into categories without creating custom fields or formula fields in your Salesforce objects. Whether you’re working with large datasets or need a quick way to […]

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Schema Builder in Salesforce: A Comprehensive Guide

Hello Trailblazers! Salesforce Schema Builder is a robust tool that provides a visual representation of your data model. It allows administrators and developers to view, design, and modify objects, fields, and relationships in Salesforce effortlessly. Whether you’re a seasoned Salesforce expert or a beginner, Schema Builder can simplify your work and enhance your understanding of […]

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How to Add Filters to the Salesforce Dashboard

Salesforce Dashboards are a powerful tool for visualizing and analyzing data, providing actionable insights for decision-making. Filters enhance these dashboards by allowing users to customize their view of the data, making dashboards dynamic and user-friendly. In this blog, we will explore how to add filters to Salesforce Dashboards and highlight their benefits and best practices. […]

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Understanding Public Groups in Salesforce

Hello Trailblazers! Public Groups in Salesforce are a versatile and essential feature designed to streamline user management and data sharing across your organization. So these groups provide a convenient way to manage access permissions and ensure seamless collaboration among users, roles, and other groups. In this blog, we will explore what Public Groups are, their […]

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How to Share Salesforce Dashboard Folders: A Comprehensive Guide

Hello Trailblazers! Salesforce Dashboards provide a powerful way to visualize data, monitor performance, and make data-driven decisions. However, dashboards are only effective when the right people have access to them. Sharing Salesforce Dashboard folders allows teams to collaborate, share insights, and align strategies efficiently. In this blog, we’ll explore the importance of sharing Salesforce dashboard […]

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How to Share Lightning Report Folders in Salesforce: A Complete Guide

Hello Trailblazers! Sharing Lightning Report Folders in Salesforce is essential for team collaboration, ensuring that the right people can access critical reports for decision-making. Salesforce allows you to securely manage and share report folders with users, roles, and groups while maintaining control over their level of access. In this blog, we’ll explore the importance of […]

Data Analyst Working On Business Analytics Dashboard With Charts, Metrics And Kpi To Analyze Performance And Create Insight Reports For Operations Management.

How to Create Joined Reports in Salesforce: A Comprehensive Guide

Hello Trailblazers! Salesforce offers a range of reporting formats to help businesses understand and analyze their data. Among these, Joined Reports stand out as one of the most powerful reporting tools. They allow users to combine and compare data across multiple report types and objects within a single report. In this blog, we’ll explore what […]

Analyst Working With Computer In Business Analytics And Data Management System With Kpi And Metrics Connected To The Database For Technology Finance, Operations, Sales, Marketing. Data Analysis.ai

A Comprehensive Guide to Creating Matrix Reports in Salesforce

Hello Trailblazers! Salesforce provides users with versatile reporting tools to manage and visualize data effectively, and Matrix Reports stand out as one of the most powerful report formats in Salesforce. Matrix reports allow users to group records by both rows and columns, making them highly valuable for detailed data analysis across multiple dimensions. This type […]

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