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Posts Tagged ‘Salesforce blog’

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Perficient’s Salesforce Expertise Continues To Be Recognized

In today’s competitive digital landscape, clients need to innovate faster, increase operational efficiency, and deliver customized, memorable customer experiences. They need to be more responsive, efficient, and relevant to better connect with customers and build lasting relationships. Salesforce enables clients to accelerate their digital transformation and unlock data across disparate systems, clouds, and devices to […]

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Simplifying Address Management with Apex Triggers in Salesforce

Hello Trailblazers! In Salesforce, managing addresses can sometimes be a tedious task, especially when dealing with duplicate data or ensuring consistency across different records. However, with the power of Apex triggers, we can automate address management processes to streamline operations and improve data accuracy. In this blog, we’ll explore how to use an Apex trigger […]

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Mastering Lightning Record Edit Form in LWC Salesforce

Hello Trailblazers… In the world of Salesforce development, Lightning Web Components (LWC) have revolutionized the way we build user interfaces. One of the key components in our toolkit is the Lightning Record Edit Form, which simplifies the process of editing records in Salesforce. In this blog, we’ll delve into the ins and outs of the […]

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Understanding the Einstein Bot Builder: A Comprehensive Overview

Hello Trailblazers! Welcome to the Series of Salesforce Einstein Chatbots- Part 4 In today’s digital world, businesses continuously looking for new methods to improve customer interaction and accelerate support procedures. One such solution offered by Salesforce is the Einstein Bot Builder, a powerful tool that empowers organizations to create intelligent chatbots tailored to their specific needs. […]

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How to Upgrade Standard Einstein Bot into Enhanced Bot?

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 […]

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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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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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Mastering Customer Feedback: A Guide to Salesforce Surveys

Introduction: In today’s world, we see that many businesses are emerging everywhere. It can be of any type. It establishes and grows. And, to grow, it requires customers and customers require satisfaction. Both things are interdependent. To keep a healthy relationship with customers, businesses use CRM (Customer Relationship Management) tool. Collecting feedbacks from customers is […]

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Effortless Approvals: A Guide to Using Approval Processes within Salesforce Flows

Introduction: In today’s fast-paced business landscape, organizations rely heavily on efficient processes to ensure smooth operations and consistent growth. Salesforce, a leading customer relationship management (CRM) platform, empowers businesses with tools to automate and optimize their operations. One such tool is the Approval Process, a powerful feature that, when integrated with Salesforce Flows, can revolutionize […]

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Understanding Salesforce Knowledge: A Comprehensive Guide.

Introduction: Salesforce has provided an effective knowledge base tool called as Salesforce Knowledge which allows users to create and manage articles in Salesforce. With the help of Salesforce Knowledge feature one can write articles and share it securely anywhere and anytime it is needed. The Salesforce Knowledge Base is made up of knowledge articles, which […]

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DocuSign Apex Toolkit Overview with Salesforce

What is DocuSign? DocuSign is a product that provides the facility and functionality of a digital e-signature of the documents. DocuSign eSignature for Salesforce: This eSignature solution is available on AppExchange. DocuSign application gives the functionality to send, sign, and track Salesforce documents from anywhere, on any device. You can create document templates and documents […]

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New Salesforce Mobile Application Configure and Customization

  New Salesforce Mobile Application Configure and Customization in Salesforce Org According to reports, 120 billion hours are spent with mobile business apps annually. According to Salesforce, Every month, almost 2 million users run their business from their phones using the Salesforce mobile app. Salesforce planning to retire the Salesforce mobile web experience with the […]

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