Posts Tagged ‘salesforce’

One of the powers of Data Cloud is the way that it can unlock ‘trapped’ data.  Let’s say that you had a large set of data like VIN (Vehicle Identification Number) numbers that you did not want to put in your Sales Cloud because of row storage limits, but you really wanted to use that […]

Salesforce has been giving us a ‘No Code’ way to have Data Cloud notify Sales Cloud of changes through Data Actions and Flows.   But did you know you can go the other direction too? The Data Cloud Ingestion API allows us to setup a ‘No Code’ way of sending changes in Sales Cloud to Data […]

Imagine you are building a skyscraper. Before you allow people to move in, you ensure it can withstand earthquakes, high winds, and other stress factors. Similarly, when you develop in Salesforce Apex, you need to test your code to ensure it works seamlessly under all scenarios. This is where the art of writing test classes […]

Hello Trailblazers! Salesforce Dashboards are powerful tools that allow users to visualize and analyze data at a glance. To stay updated on key metrics without manually checking dashboards, Salesforce provides a subscription feature. Subscribing to dashboards ensures that you and your team receive timely updates via email, helping you stay informed and make data-driven decisions. […]

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 […]

Imagine you’re building a Lego masterpiece. You’ve got blocks of all shapes and sizes—cylinders, squares, rectangles—but they all need to come together in harmony to create something amazing. Salesforce Apex collections work in a similar way. Collections help you organize and manipulate data efficiently, and sometimes, you need to convert one collection type into another […]

The Salesforce Spring ’25 release is just around the corner, bringing a mix of exciting new features, critical updates, and changes designed to enhance the platform’s usability and security. However, with each new release comes the responsibility of preparation, ensuring that your Salesforce environment remains seamless and efficient. Whether you’re a developer, admin, or end […]

Salesforce introduces release updates in every cycle, which may modify how specific features or products behave. To ensure a smooth transition, it’s crucial to test these updates in a sandbox environment before they are activated in your production system. This is especially important as these updates will take effect from January 2025. Steps to Prepare […]

Salesforce enforces release updates during each major release cycle, which may alter the behavior of specific features or products. To ensure smooth operations, it’s essential to prepare by testing these updates in a sandbox environment before they are automatically enabled in your production environment starting January 2025. Image Source: Salesforce Preparation Steps Test in Sandbox […]

As Salesforce prepares to roll out its Spring ’25 release, it’s vital to stay ahead of the curve. These updates bring new features, enhanced security, and changes that may impact existing configurations. By proactively testing and preparing your Salesforce org, you can ensure a smooth transition and minimize disruptions. Below, we outline preparation tips and […]

Imagine this: You’re working in a sales team, and you need to send a professionally designed PDF quote to your client. But instead of attaching it manually, your system does it automatically at the click of a button. Seamless, isn’t it? This magic happens when Salesforce and REST API join hands to send PDF documents. […]

This week, the Perficient team had an amazing time at the Salesforce Manufacturing Summit in Atlanta. The event was filled with energy and innovation, and we were excited to be a part of it. With over 800 attendees, more than 40 sessions, and 20 product demonstrations, the summit provided a fantastic opportunity to connect with […]