Posts Tagged ‘Perficient Salesforce Practice’

Hello Trailblazers… Welcome to the Series of Salesforce Einstein Chatbots!  Part 3 In the ever-evolving landscape of customer engagement, providing seamless and personalized experiences has become paramount. With Salesforce’s Einstein Bots, businesses can leverage the power of AI-driven conversations to elevate their customer interactions. However, as needs grow more complex, the demand for more advanced […]

Aloha Trailblazers! Today we are going to understand and learn more about dynamic apex. As per Salesforce Documentation, Dynamic Apex enables developers to create more flexible applications. In simpler terms dynamic apex allows you to create generic code that could be reused along with multiple sObjects.Thus reducing the overhead of creating the block of code […]

Aloha Trailblazers! In the world of Salesforce, data accuracy is super important. But sometimes, especially when dealing with lots of data or complicated processes, it can get tricky. That’s where Apex transaction finalizers come in handy. They’re like little helpers that let you do extra stuff after your data work is done. Thus helping you […]

Aloha trailblazers! Let’s talk about jazzing up your Lightning Web Components (LWC) with a personal touch – custom icons. You know, those tiny visual cues that can make a big difference in how users interact with your app. Salesforce has a solid library of standard icons, but why not sprinkle in some of your own […]

Hello Trailblazers! With the need for effective customer data and records management increasing, Salesforce developed a solution called Salesforce Queue. Queues offer a dynamic solution, allowing users to efficiently organize, assign, and prioritize tasks and records. If you are not aware of what a Salesforce Queue is, how to create one, and its advantages, check […]

Hello Trailblazers! Welcome to our comprehensive guide on Mastering Salesforce Queues! In today’s fast-paced world of growing businesses, efficiency and organization are key to success. Salesforce Queues are a powerful feature designed to help businesses streamline their workflow, improve team collaboration, and enhance overall productivity. In the previous part of this blog, we discussed “What […]

Hello, Trailblazers! In this blog post, we’ll learn: What are Salesforce Queues? What is the Purpose of Queues? Permissions in the Salesforce Queue. Advantages of Salesforce Queues. Some important points. So let’s get started…   What are Salesforce Queues? Salesforce queues are virtual containers within the Salesforce platform that hold records, such as leads, cases, […]

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. […]

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 […]

Hello, Trailblazers. In this blog post, we will learn how to write an Apex Trigger for Custom Validations. Acceptance Criteria:  Write an Apex Trigger to restrict the Payment until the Final Quote is “Approved”. To solve this, we have custom objects named Payment__c and Final_Quote__c in a lookup relationship with each other. Its lookup field […]

Hello Trailblazers, In this blog post, we will learn how to schedule an apex Batch Class in Salesforce. Acceptance Criteria: Write an Apex batch Class to delete all the Contact records older than 1 year. Schedule the batch to delete records automatically. If you want to learn how to write a simple batch class, you […]

Hello Trailblazers, In this blog post, we will learn how to send reminder Emails using Schedulable Apex Batch Class. Acceptance Criteria: Write an Apex Batch to send a reminder email to the owner when the Product due is near. Schedule this apex batch to send automatic emails to the owner. If you want to learn […]