Posts Tagged ‘salesforce’

At Perficient, we take pride in the talent and leadership that make up our team. Today, we are excited to speak with Jonathan Rademacher—though you may know him better as JR—our Principal for the Salesforce practice. With an impressive career that spans over two decades, Jonathan’s journey is a testament to his dedication to innovation […]

As Dreamforce 2024 approaches, we had the opportunity to sit down with Chelsea Monda, Practice Director for go-to-market strategy and execution at Perficient. With an impressive 16-year tenure at Perficient, including 14 years focused on Salesforce, Chelsea brings a wealth of experience to her role. In this exclusive interview, she shares her thoughts on attending […]

At Perficient, we take pride in our talented and dedicated team members who bring their unique expertise and energy to everything they do. This month, we’re spotlighting Kristen Quick, a Director within our Salesforce practice, as she prepares to attend her very first Dreamforce in 2024. Introducing Kristen Quick Kristen comes to Perficient with a […]

As we eagerly anticipate Dreamforce 2024, the Perficient team is excited to come together with Salesforce and our valued clients to collaborate on the innovations that will shape the future. Dreamforce provides a unique opportunity to connect great minds, tackle complex business challenges, and harness the power of cutting-edge technologies. Megan Glasow’s Enthusiasm for AI […]

Benefits of Utilizing Path Assistant in Salesforce In today’s fast-paced business environment, efficiency and consistency are key to success. Salesforce’s Path Assistant in Lightning Experience is designed to enhance user productivity and streamline workflows by visually guiding teams through critical stages of processes. This tool not only simplifies navigation but also ensures that best practices […]

As we gear up for Dreamforce 2024, we’re excited to share insights from one of Perficient’s key leaders, Eric Walk. With over 13 years of experience in the industry, Eric brings a wealth of knowledge and a unique perspective on the evolving landscape of enterprise data strategy. Tell us about yourself and your role at […]

As a Salesforce Developer, sending emails through Apex is a common task. One of the powerful methods you can use is setTargetObjectId(). This method allows you to specify the recipient using a Salesforce record ID, ensuring seamless integration and enhancing CRM data quality. In this blog, we’ll dive into how to use setTargetObjectId(), explore practical […]

Omnistudio Data Mapper The Omnistudio Data Mapper tool is designed to read, transform, and write Salesforce data. It facilitates data transfer to OmniScripts and OmniStudio FlexCards from Salesforce and, conversely, updates Salesforce with data from these components, typically via OmniStudio Integration Procedures. Example of Data Flow Get Data: An OmniScript invokes an Omnistudio Data Mapper […]

Salesforce Data Cloud Salesforce Data Cloud allows you to unify all your data on Salesforce without building complex data pipelines. Data Cloud easily takes action on all your data across every Salesforce cloud and enables trusted AI solutions powered by your data.   Data Cloud collect all your data from different sources and work together […]

Hello Trailblazers! Salesforce is a highly customizable platform that caters to a wide range of business processes and user needs. One essential feature that facilitates this customization is the use of Record Types. Record Types in Salesforce allow you to control picklist values and page layouts, providing a tailored experience for different users or business […]

Salesforce OmniStudio Integration Procedures are advanced tools designed to help organizations streamline and automate their business processes by integrating with various external systems. This guide provides an in-depth understanding of Integration Procedures, covering their key features, building elements, and best practices. Salesforce OmniStudio Integration Procedures are server-side processes that facilitate complex data transformations and seamless […]

Salesforce OmniStudio is a platform of tools designed to streamline digital interactions and workflows. A crucial component within this platform is the DataRaptor/ Data Mapper. DataRaptor is a declarative data integration tool that allows users to read, transform, and write/create Salesforce data seamlessly. It simplifies data extraction and manipulation, making it essential for anyone looking […]