2023 is almost here! New goals, new projects, and technological advancements are right around the corner. But before we look forward, we should reflect on the past year. There has been some great insight posted by my Perficient colleagues that can be great resources for managers, analysts, and administrators within the Enterprise Management Performance space. […]
Posts Tagged ‘Perficient’
Sending Emails in Salesforce
We’ve broken down some of the most important email features below so you can start automating emails in Salesforce right away! Email Templates in Salesforce Salesforce email templates are reusable emails that can be linked to various types of automation. When other things happen in Salesforce, such as creating a new Opportunity, your customers […]
Introduction to Salesforce List Views
Create a standard set of list views to avoid repeat requests or empower your users by teaching them how to create bespoke list views so they can grab and segment data on the fly. List Views in Lightning appear to be very similar to Classic at first glance, but when you dig a little deeper, […]
Introduction to Data Cleaning In Salesforce
The average cost of bad data to US businesses is $15 million a year, as it hinders staff productivity and results in bad decisions. Suppose that inaccurate contact information in the CRM prevents sales reps from contacting prospects or that sales managers base their strategic sales plans on reports created using out-of-date data. If you’re […]
4 Strategies to Keep One’s Salesforce Organization Stable
We’re sure you can relate to at least one of these factors if you’ve been a part of a Salesforce implementation. So, the question is how to ensure the survival of your organization in an era of constant business volatility. The answer to this question, like maintaining personal health, lies in following a defined set […]
Introduction to Salesforce Leads
Managing Leads in Salesforce makes use of the massive amounts of Lead data generated and allows you to report on it, providing visibility into your Lead processes to help drive decisions. There are many features in Salesforce that you can use to make this entire process faster, more automated, easier, and more successful overall. However, […]
Introduction to Case Object in Salesforce
One of the potent aspects of their Salesforce Service Cloud platform, Salesforce empowers enterprises with Salesforce Case management capabilities to assist them in providing better customer assistance. The Service Cloud’s Case Management functionality, which serves to enhance the overall user experience for both customers and staff, is built on the Salesforce Case object. Salesforce Case […]
Working on Object Creator in Salesforce Lightning
What if you could integrate the logic defined in Excel onto a Cloud-based system that was tightly integrated with the rest of your enterprise systems? That would be truly transformational. That’s why expectations were high when Salesforce Lightning Object Creator was announced as part of the 2018 Dreamforce address. Now that Salesforce has made it […]
Introduction To Salesforce Dynamic Forms
Salesforce is finally enabling the ability to customize and manage object layouts using dynamic forms with the Summer’20 release, after being one of the most requested suggestions on the Salesforce “Ideas” page. What exactly are Salesforce Dynamic Forms? Dynamic forms have been introduced as a means of making object layout design more configurable. Users […]
Introduction to Salesforce Flows
What is a Salesforce Flow Despite the fact that Salesforce Flow has been available for a while, it has recently gained recognition as the sole declarative automation solution that Salesforce Admins and Developers should utilize. It has been around alongside Workflow Rules and Process Builder for a time. To minimize confusion over which tool to […]
Introduction to Event Driven Microservices
What is a Microservice? Many Large-Scale Software Projects Employ the architectural approach known as a Microservice System. Efficiency, dependability, performance, and scalability are to be increased. A single application can be developed using the microservice architectural style as a Collection of Small Services, each of which runs in its own process and Communicate with other […]
Introduction To SoapUI
A tool for Testing Web Services, including SOAP, RESTful, and HTTP-based services, is called SoapUI. With a commercial partner called ReadyAPI that offers further capabilities for businesses with mission-critical Web Services, SoapUI is an Open Source, totally Free solution. The de facto standard for API Service Testing is SoapUI, which has been downloaded more than […]