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Posts Tagged ‘Salesforce blog’

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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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First In-Person Salesforce Meetup at Perficient Nagpur Office and Everything that Happened!

“Opportunities don’t happen, you create them.” – Chris Grosser Perficient was excited to have an opportunity to bring the Salesforce Meetup Platform to our Nagpur office for the first time for an interactive, in-person event. As a Salesforce Consulting Partner, Perficient is uniquely positioned to develop and accelerate Salesforce opportunities.   Whether you’re new to the Salesforce […]

Set Up Your Salesforce DX Environment

The Salesforce Developer Experience (DX) is a set of tools that streamlines the entire development lifecycle. It improves team development and collaboration, facilitates automated testing and continuous integration, and makes the release cycle more efficient and agile. In this blog, we are going to see why and how to set up a Salesforce Environment on […]

Top 3 Reasons to Subscribe to Our Weekly Salesforce Blog Digest

We understand how busy life is and how tough it can be to keep up with everything in the Salesforce world. We have produced a weekly email digest that delivers a snapshot of our best content right to your inbox every Sunday evening. To sign up simply provide us with your email address using the form at the bottom […]