Posts Tagged ‘salesforce’

In today’s fast-paced digital world, customer expectations are at an all-time high. Consumers want quick, accurate, and personalized responses, regardless of the communication channel. For businesses aiming to meet these demands, the right customer service solution is crucial. This is where Salesforce AgentForce comes into play. What is Salesforce AgentForce? Salesforce AgentForce is a robust […]

Great teams are built by great leaders, and we’re beyond excited to welcome Jon Pierre “JP” Millan to Perficient as our Key Enterprise Account Executive within our Salesforce Financial Services practice!  JP isn’t just a dynamic sales and business development leader, he’s a competitor, a mentor, and someone who thrives under pressure in and out […]

SFTP?  Isn’t that old? It is an oldie, but a goodie.  🙂 With Data Cloud we can send data to a lot of external data sources like Marketing Cloud Engagement or Amazon S3 through Activation Targets.   But there are times we are working with a destination system like Eloqua or Marketo that has solid support […]

Director Craig Isakson is always looking to explore the latest tech and find new ways to improve client solutions. This year, he’s especially excited for TDX 2025—here’s why! Diving Into What’s New in Agentforce Craig is excited to dive into the latest tools in Agentforce and see how other developers are putting them to use. […]

As a Technical Consultant, Anthony Turley is always on the lookout for innovative solutions that can transform the way his team serves clients. This year, he is particularly excited about attending TDX 2025, and here’s why: Exploring Agentforce’s New Capabilities Anthony can’t wait to dive into all the new features and capabilities Agentforce has to […]

Hello Trailblazers! Salesforce Reports are a cornerstone of effective data-driven decision-making. They allow you to analyze and visualize business data efficiently. Salesforce offers a subscription feature for reports to ensure you or your team stay updated on important metrics without manually checking them. Subscribing ensures that you receive reports regularly in your email inbox, making […]

We’re heading to San Francisco—the city of innovation—for TDX 2025 on March 5-6 (and streaming on Salesforce+)! Event Details Dates: March 5-6, 2025 Location: Moscone West Convention Center | San Francisco and streaming on Salesforce+ Registration: Register here – don’t miss this agent-first innovation. This year’s event is all about pushing the boundaries of AI innovation and […]

Salesforce has been giving us a ‘No Code’ way to have Data Cloud notify Sales Cloud of changes through Data Actions and Flows.   But did you know you can go the other direction too? The Data Cloud Ingestion API allows us to setup a ‘No Code’ way of sending changes in Sales Cloud to Data […]

Imagine you are building a skyscraper. Before you allow people to move in, you ensure it can withstand earthquakes, high winds, and other stress factors. Similarly, when you develop in Salesforce Apex, you need to test your code to ensure it works seamlessly under all scenarios. This is where the art of writing test classes […]

Hello Trailblazers! Salesforce Dashboards are powerful tools that allow users to visualize and analyze data at a glance. To stay updated on key metrics without manually checking dashboards, Salesforce provides a subscription feature. Subscribing to dashboards ensures that you and your team receive timely updates via email, helping you stay informed and make data-driven decisions. […]

Hello Trailblazers! Salesforce provides powerful reporting tools to analyze and visualize data effectively. Among these tools, the Bucket Field stands out as a feature that enables categorization of data directly within reports. In this blog post, we’ll focus on creating a Bucket Column specifically for Picklist type fields in Salesforce Reports, offering a step-by-step guide […]

Imagine you’re building a Lego masterpiece. You’ve got blocks of all shapes and sizes—cylinders, squares, rectangles—but they all need to come together in harmony to create something amazing. Salesforce Apex collections work in a similar way. Collections help you organize and manipulate data efficiently, and sometimes, you need to convert one collection type into another […]