Posts Tagged ‘salesforce’

Hello Trailblazers! Dynamic Dashboards in Salesforce are a powerful tool that allows users to view data and metrics based on their individual access levels without needing to create separate dashboards for different users or roles. This feature enhances the customization and personalization of data visualization, making it easier for users to track performance, monitor KPIs, […]

Hello Trailblazers! In today’s fast-growing world of business, making informed decisions based on data is crucial for success. Salesforce dashboards are powerful tools that allow organizations to visualize and analyze their data in real time, helping users track key metrics and uncover insights that drive business success. Whether you’re in sales, marketing, customer service, or […]

Hello Trailblazers! Salesforce Reports are powerful tools that enable users to organize, analyze, and display data in a structured manner. Reports in Salesforce provide actionable insights, allowing businesses to track performance, monitor key metrics, and make data-driven decisions. They serve as the foundation for understanding customer behavior, sales trends, and operational efficiency. In this blog, […]

Hello Trailblazers! Salesforce Lightning Experience is packed with powerful tools that allow users to visualize, analyze, and act on their data more efficiently. Dashboard are an integral part of this functionality, providing real-time insights into your Salesforce data with visually compelling charts, graphs, and tables. One of the key features in Salesforce Lightning is the […]

In an increasingly digital world, security is a top priority for organizations handling sensitive data, especially on platforms like Salesforce. As cyber threats become more sophisticated, traditional security measures may no longer be enough to protect against emerging risks. Enter Artificial Intelligence (AI), which offers a game-changing approach to Salesforce security by detecting anomalies, identifying […]

Hello Trailblazers!! Salesforce is a powerful CRM platform that allows businesses to manage customer relationships and analyze data effectively. One of the most critical tools for data analysis in Salesforce is the reporting feature, which enables users to create reports based on the data stored in their Salesforce instance. While standard report types cover a […]

The Winter ’25 Salesforce release is rolling out between September and October 2024, bringing exciting updates and new features designed to enhance developer productivity. From adding advanced AI features to boosting platform capabilities, this release is packed with valuable tools for Salesforce developers. Let’s explore some of the key updates. Pic Courtsey: Salesforce Apex Improvements […]

As Dreamforce 2024 approaches, Johnathon Rademacher, JR, is looking forward to several sessions that highlight cutting-edge advancements in Salesforce technology and offer deep insights into the future of AI, data, and CRM strategies. Here’s why these sessions have him excited: Architect Keynote: The Future Is Well-Architected This keynote promises to be transformative for anyone involved […]

The healthcare and life sciences industries are rapidly evolving, fueled by the demand for innovation, efficiency, and patient-centric care. Emerging technologies like AI and cloud platforms are reshaping how healthcare organizations operate. Kristen Quick, Director at Perficient and HLS Industry Lead within the Salesforce practice, brings 15 years of expertise to guide transformative initiatives. At […]

For more than a decade, Salesforce CEO Marc Benioff has championed the concept of shoshin—a “beginner’s mind” that allows for continuous innovation and reinvention. As the company now embarks on its “hard pivot” to Agentforce, this philosophy takes on new relevance.   Agentforce isn’t just an extension of Salesforce’s AI capabilities—it’s a reimagining of what AI […]

As the Delivery Director for Perficient’s Salesforce practice, Chelsea Monda has seen firsthand the challenges companies face in their digital transformation journeys. With Dreamforce 2024 just around the corner, she shares her top session picks that will provide valuable insights for businesses looking to optimize their Salesforce implementation and drive growth: Accelerating Dealer Onboarding and […]

What Makes Salesforce a Leader in B2B E-Commerce: Key Takeaways from the Forrester Wave Q2 2024 Michael Affronti, Executive VP & GM of Commerce Cloud at Salesforce, recently expressed his excitement on LinkedIn about Salesforce being named a Leader in the Forrester Wave: Commerce Solutions for B2B, Q2 2024 report. This achievement highlights Salesforce’s reputation […]