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Posts Tagged ‘salesforce’

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A Complete Guide to Creating Summary Reports in Salesforce

Hello Trailblazers! Salesforce provides users with a robust reporting toolset that enables businesses to analyze their data, identify trends, and drive smarter decision-making. Among the various types of reports available in Salesforce, Summary Reports stand out as one of the most popular due to their ability to group and summarize data effectively. Summary reports allow […]

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Perficient Joins Salesforce’s Agentforce Partner Network

Revolutionizing Business Operations with AI Agents We are thrilled to announce that Perficient has been added to the Agentforce Partner Network, a groundbreaking ecosystem introduced by Salesforce. This network is designed to revolutionize how businesses leverage AI agents to enhance customer success and operational efficiency.  The Agentforce Partner Network brings together leading partners to build […]

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Effortless Data Updates in Salesforce: Leveraging the Update Record Function in LWC

The updateRecord function in Lightning Web Components (LWC) is a powerful tool for Salesforce developers, allowing for seamless data updates directly from the user interface. This feature enhances user experience by providing quick and efficient updates to Salesforce records without the need for page refreshes. In this guide, we’ll explore how the update record function […]

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Diwali and Salesforce: The Spark of Innovation in Modern Business

As the crisp autumn breeze fills the air, homes across India come alive with vibrant lights, delicious sweets, and the joy of gathering with loved ones. Diwali, the festival of lights, is not just a celebration of triumph over darkness; it’s a time to refresh, renew, and look toward a brighter future. This same spirit […]

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Join Perficient at the Agentforce World Tour NYC!

We are thrilled to announce that Perficient will be participating in Agentforce World Tour NYC on November 20th, one of the most anticipated events in the Salesforce calendar. This event promises to be a day filled with groundbreaking AI innovations, insightful sessions, and hands-on experiences that you won’t want to miss. Event Details: Date: Wednesday, November 20, […]

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A Comprehensive Guide to Creating Tabular Reports in Salesforce

Hello Trailblazers! Salesforce provides powerful reporting tools to help businesses analyze data, track performance, and make informed decisions. In the previous part of this blog we learnt about different types of reports available in Salesforce. Tabular Reports are the simplest and most straightforward way to display your data in rows and columns. They are often […]

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Selector Layer in Apex: Enhancing Salesforce Access

What is the Selector Layer? The Selector Layer in Apex is a design pattern that acts as an intermediary between your application logic and various data sources, such as Salesforce objects or external systems. It encapsulates data access logic, promoting modularity, maintainability, and testability within your codebase. When to Create a New Selector Layer Class […]

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Custom Salesforce Path LWC

Creating a seamless and intuitive user experience is crucial for any application. In Salesforce, a great way to guide users through different stages of a process is by using progress indicators. In this blog post, I’ll show you how to build a Custom Salesforce Path using the lightning-progress-indicator component in Lightning Web Components (LWC). This […]

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A New Era of AI Agents in the Enterprise?

In a move that has sparked intense discussion across the enterprise software landscape, Klarna announced its decision to drop both Salesforce Sales Cloud and Workday, replacing these industry-leading platforms with its own AI-driven tools. This announcement, led by CEO Sebastian Siemiatkowski, may signal a paradigm shift toward using custom AI agents to manage critical business […]

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Success Story: Enhancing Member Engagement with Marketing Cloud Personalization

Introduction  In today’s digital age, personalization is key to engaging and retaining members. A prominent labor union representing a large number of educators in a major metropolitan public school system recognized this need and partnered with Perficient to implement a scalable Salesforce Marketing Cloud Personalization solution. This collaboration aimed to drive member engagement, increase portal […]

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The Lego Set of Sales: Why Salesforce CPQ Bundles Are a Game-Changer

  Remember the joy of opening a fresh Lego set as a kid? You had all these individual pieces, but the real magic happened when you combined them, following those picture-perfect instructions, to build something incredible. That’s the essence of Salesforce CPQ product bundles – taking individual products and services and transforming them into irresistible […]

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10 Best Practices for Implementing Salesforce CPQ in Your Organization

  Imagine you’re leading a sales team, and every time a customer asks for a quote, your team has to dig through countless spreadsheets, emails, and product lists just to generate a simple price. Sounds stressful, right? That’s where Salesforce CPQ (Configure, Price, Quote) comes to the rescue! This tool is a game-changer for organizations […]

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