Secure software development is critical for businesses today, and organizations that use Salesforce as their primary CRM platform must ensure that their Salesforce applications are secure and protected against potential threats. One of the best ways to enhance the security of Salesforce applications is by using Checkmarx – a software security tool that provides application […]
Posts Tagged ‘salesforce’
Revolutionizing Customer Engagement: The Salesforce Einstein Chatbot
Welcome to the Series of Salesforce Einstein Chatbots! Part 2 In the ever-evolving landscape of customer service and engagement, Salesforce Einstein Chatbot is the revolutionary AI-powered tool that is the future of personalized customer interactions. Salesforce chatbot not only understands customer inquiries but also anticipates their needs, adapts to their preferences, and delivers seamless, human-like […]
Dreamforce Takeaways: DATA + AI + CRM for Manufacturers
Dreamforce 2023 was hyper-focused on generative AI and the ways Salesforce is making it easy to take advantage of the benefits – especially for manufacturers. Oftentimes, the thought of artificial intelligence (AI) is accompanied by fears of the unknown and insecurities around data sharing. Salesforce is helping demystify those notions and build trust with the […]
The Ultimate Salesforce Knowledge Features Overview
Introduction: In the dynamic world of customer relationship management (CRM) and business operations, staying ahead of the curve is the mantra for success. In this digital age, where customers expect instant answers and personalized solutions, Salesforce Knowledge empowers businesses to precisely deliver that. Salesforce Knowledge is not just a tool; it’s a paradigm shift. It’s […]
Salesforce Knowledge Feature: A Blueprint for Information Excellence
Introduction: In today’s fast-paced business landscape, customer satisfaction and service excellence stand as the pillars of success. Customers demand not only high-quality products or services but also prompt and accurate responses to their queries. This is where Salesforce Knowledge, a powerful feature of the Salesforce platform, comes into play, revolutionizing how businesses manage and provide information to their […]
Data – The Lifeblood of Artificial Intelligence
With all the hype around artificial intelligence (AI), AI can feel complicated, distant, or foreign. But guess what? It’s not new news and it doesn’t need to be complicated; it’s just a revolution of how we leverage data! Let’s take a quick dive into the data-driven universe of AI. For the purposes of this article, […]
Nine Key Takeaways from Dreamforce 2023
Last week, Perficient attended the largest AI event in the world, Dreamforce, in San Francisco. During the three-day conference, 40,000 Salesforce partners, clients, and vendors got together to hear from Salesforce leadership, industry experts, clients, and a handful of celebrities, as well as get hands-on experience with the Salesforce platform. Fueled by generative AI, IDC […]
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 […]
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 […]
Enhancing Visualforce with Glyphicons: A Comprehensive Icon Integration Guide
Introduction: Icons serve as vital elements in user interfaces, enriching the visual appeal and providing intuitive navigation cues. In the context of Salesforce Visualforce, you can leverage the power of Glyphicons, an extensive set of icons offered by the Bootstrap framework, to elevate the design and enhance the usability of your Visualforce pages. This blog […]
Demystifying Einstein Bots in Salesforce : The Future of Customer Engagement
Introduction: A chatbot, often known as a bot, is a computer programme that replicates a human conversation, whether written or spoken, and can be a beneficial tool for automating interactions with users. Salesforce Einstein Chatbot is a chatting tool that is driven by Salesforce’s AI. This platform allows businesses to create and deploy chatbots in […]
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 […]