Posts Tagged ‘salesforce’

As Salesforce prepares to roll out its Spring ’25 release, it’s vital to stay ahead of the curve. These updates bring new features, enhanced security, and changes that may impact existing configurations. By proactively testing and preparing your Salesforce org, you can ensure a smooth transition and minimize disruptions. Below, we outline preparation tips and […]

Imagine this: You’re working in a sales team, and you need to send a professionally designed PDF quote to your client. But instead of attaching it manually, your system does it automatically at the click of a button. Seamless, isn’t it? This magic happens when Salesforce and REST API join hands to send PDF documents. […]

This week, the Perficient team had an amazing time at the Salesforce Manufacturing Summit in Atlanta. The event was filled with energy and innovation, and we were excited to be a part of it. With over 800 attendees, more than 40 sessions, and 20 product demonstrations, the summit provided a fantastic opportunity to connect with […]

Imagine you’re a skilled craftsman working in a massive warehouse. Every day, your task is to process thousands of unique items and ensure that each one is properly logged and stored. But let’s face it — mistakes happen. Sometimes an item gets mislabeled or damaged, and you need to know which ones to fix, and […]

The Agentforce World Tour has been a groundbreaking series of events, showcasing how Salesforce is revolutionizing work and customer service with AI-driven solutions. Here are some key takeaways from the recent sessions in New York, Atlanta, Dallas, and Chicago. New York – November 20 Harry Wilson, Senior Solutions Architect, highlighted how Salesforce is transforming internal […]

At Perficient, we are incredibly lucky to have leaders who not only excel in their roles but also inspire us with their passion and dedication. One such leader is Megan Glasow, Managing Director for Perficient’s Salesforce practice. Megan’s journey with us began in May 2019 through the Sundog acquisition, and since then, she has been […]

Craig Isakson, Director, delves into the transformative capabilities of Agentforce, an advanced AI solution crafted to optimize business operations across multiple departments. Let’s explore what makes Agentforce unique and how it can revolutionize your organization. Unique Features of Agentforce Agentforce distinguishes itself from traditional AI solutions like chatbots and co-pilots through several key features: Data-Centric […]

In this insightful discussion, Johnathon Rademacher, JR, Principal, dives into the innovative features and functionalities of Agentforce, a cutting-edge AI solution designed to enhance business operations. Below are some key highlights from the conversation: What Sets Agentforce Apart? Johnathon Rademacher explains that Agentforce distinguishes itself from traditional AI solutions like chatbots and copilots by integrating […]

Our new Agentforce Resource Center is here! This comprehensive resource is crafted to help businesses unlock tailored AI solutions, explore industry-specific use cases, and assess their Salesforce readiness. In the ever-evolving digital landscape, businesses need cutting-edge solutions to stay competitive and drive unparalleled results. Salesforce Agentforce 2.0 is here to revolutionize your operations with its […]

Hello Trailblazers! Salesforce Reports are a powerful way to analyze data, and one of their most useful features is the Bucket Field. This tool allows you to group report data into categories without creating custom fields or formula fields in your Salesforce objects. Whether you’re working with large datasets or need a quick way to […]

Salesforce has officially unveiled Agentforce 2.0, a groundbreaking update that redefines how enterprise AI solutions are developed, deployed, and managed. This new iteration introduces innovative features designed to streamline collaboration, enhance integration, and provide unmatched flexibility for building AI-powered workflows. Agentforce 2.0 focuses on three primary advancements: headless agents for seamless programmatic control, advanced Slack […]

The Salesforce Winter ’25 Release introduces a significant enhancement: the integration of Knowledge and Unified Knowledge with Data Cloud. This update is set to revolutionize how businesses manage and utilize their knowledge bases. How to leverage the power of Data Cloud to improve generative AI features for Einstein for Service. In this blog, we will […]