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Posts Tagged ‘perficient salesforce’

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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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How to Schedule an Apex Batch Class in Salesforce ?

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 […]

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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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Marketing Cloud: A Hands-On Tutorial Using the Trailhead Simulator

Marketing Cloud is a powerful business tool to create, manage, and optimize marketing campaigns. However, getting hands-on experience with Marketing Cloud can be challenging, as it doesn’t provide demo environments or Trailhead hands-on challenges. But fear not, as Salesforce has introduced a Trailhead simulator for Marketing Cloud, allowing users to practice and enhance their skills […]

Artificial Intelligence (ai) Automation, Predictive Analytics, Customer Service Ai Powered Chatbot, Analyze Customer Data, Business And Technology

Revolutionizing Customer Engagement: The Salesforce Einstein Chatbot

Welcome to the Series of Salesforce Einstein Chatbots!  Part 2 In the ever-evolving landscape of customer service and engagement, Salesforce Einstein Chatbot is the revolutionary AI-powered tool that is the future of personalized customer interactions. Salesforce chatbot not only understands customer inquiries but also anticipates their needs, adapts to their preferences, and delivers seamless, human-like […]

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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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