Posts Tagged ‘salesforce’

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. […]

Do you struggle to optimize user experience and maximize productivity? If so, your team is spending valuable time on repetitive tasks like data entry, locating the right information, and follow-ups, limiting time for core functions and strategic initiatives. What if an AI assistant could streamline workflows and unlock hidden efficiencies? Enter Salesforce’s Einstein Copilot, a […]

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 […]

Last week, I attended TrailblazerDX in San Francisco, where the content was all about Salesforce Data Cloud and AI! There were over 300 sessions to attend, from technical talks to hands-on workshops where attendees could learn how to build copilots and how to use the latest Salesforce platform features directly from product managers, architects, and […]

Hello Trailblazers! With the need for effective customer data and records management increasing, Salesforce developed a solution called Salesforce Queue. Queues offer a dynamic solution, allowing users to efficiently organize, assign, and prioritize tasks and records. If you are not aware of what a Salesforce Queue is, how to create one, and its advantages, check […]

Have you ever wondered what happens if you connected Personalization with Sales and Service Clouds? The Personalization connector for Sales and Service Clouds exposes user data and server-side campaigns in Salesforce CRM for your contacts and leads. ✋ The Key for Success To use Personalization for Sales and Service Clouds, you’ll need to have: User […]

In December 2022, the Department of Health and Human Services released a bulletin announcing additional compliance requirements for healthcare marketers when it comes to third-party trackers. The guidance lays forth expectations for how healthcare organizations collect data on activities that take place on their website and mobile apps.   So, what’s the problem? Per the […]

Hello Trailblazers! Welcome to our comprehensive guide on Mastering Salesforce Queues! In today’s fast-paced world of growing businesses, efficiency and organization are key to success. Salesforce Queues are a powerful feature designed to help businesses streamline their workflow, improve team collaboration, and enhance overall productivity. In the previous part of this blog, we discussed “What […]

Salesforce is a widely used customer relationship management (CRM) platform that offers a range of tools and services to help businesses manage their customer interactions effectively. One key aspect of Salesforce is its user interface (UI), which includes various dynamic elements designed to enhance user experience and streamline workflows. Understanding Dynamic Elements in Salesforce UI […]

Hello, Trailblazers! In this blog post, we’ll learn: What are Salesforce Queues? What is the Purpose of Queues? Permissions in the Salesforce Queue. Advantages of Salesforce Queues. Some important points. So let’s get started…   What are Salesforce Queues? Salesforce queues are virtual containers within the Salesforce platform that hold records, such as leads, cases, […]

We’re in Our #GrowthEra  It’s a new year, and with that, there is always change. One of those changes is that I’m now leading Perficient’s Salesforce business unit as the Managing Director. I’ve had the opportunity to work in the Salesforce ecosystem for 8+ years with top-notch talent. Our team continues to do amazing work […]

Leveraging Your CDP In today’s dynamic business landscape, harnessing the power of customer data is non-negotiable for success. Companies around the globe are increasingly turning to Customer Data Platforms (CDPs) to consolidate and manage their customer information effectively. While many organizations have already invested in a CDP, the addition of Salesforce Data Cloud can elevate […]