Skip to main content

Posts Tagged ‘salesforce’

Planning For Future Success

Securing Your Salesforce Ecosystem: A Comprehensive guide to using Checkmarx

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 […]

Artificial Intelligence (ai) Automation, Predictive Analytics, Customer Service Ai Powered Chatbot, Analyze Customer Data, Business And Technology

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 […]

A woman in hardhat and safety glasses working in manufacturing.

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 […]

Jo Szczepanska 5airb5f464a Unsplash

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 […]

Online News On A Smartphone And Laptop, Woman Reading News Or Articles In A Mobile Phone Screen Application At Home. Newspaper And Portal On Internet.

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 […]

PIM Data Analytics

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, […]

Microsoftteams Image (18)

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 […]

Mail

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 […]

Bulk user profiles from laptop

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 […]

Businessman and businesswoman smiling looking at phone stock photo

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 […]

Virtual Assistant And Crm Software Automation Technology. Customer Using Online Service With Chat Bot To Get Support. Chat Bot Conversation Concept.

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 […]

Shutterstock 403856026 (3)

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 […]

Load More