Posts Tagged ‘salesforce’

There’s a lot to gain from sending emails in Salesforce. By eliminating the swivel chair between Salesforce and an email client, reps are able to stay in Salesforce and more likely to manage correspondence and activities. This behavior leads to well-maintained contact information and an accurate understanding of the customer. Beyond the benefits for reps, […]

To Object or Not Object, That Is The Question We’ve all been there as Salesforce Consultants or Solution Architects; a client is thrilled about the Service Cloud rollout and the amazing adoption rate by jadded SMEs when suddenly someone on the client side blurts out, “Wow, wouldn’t it be nice if we could do X, […]

The key to success is putting people first. When companies apply a people-first approach, it pays — literally. Putting that into action can be another story. With only good intentions and no clear strategy, people interested in evolving their business are faced with a painful and often overwhelming task. By starting with the people closest to your […]

We are All Discoverers In 1492, Christopher Columbus didn’t board his ship, raise his iPhone and smoothly say, “Siri, get directions to the Bahamas,” then sit back and enjoy a peaceful voyage across the Atlantic. Being a discoverer or an explorer was a dangerous job. Did you know one in three sailors during that era […]

Have a New Salesforce Org? If you purchased a new Salesforce org, you may be wondering where to begin setting it up. In this blog we’ll explore a few of the essential areas to review and configure to help get you started. When you first sign into your new Salesforce org you will see that […]

Salesforce’s “Summer ’18 Admin Preview Live” highlighted features guaranteed to deliver greater efficiencies to actionable information, cleaner reports, and insights into end-user skill sets. Among the highlights, here are… 5 Features from “Summer ’18 Admin Preview Live” Every Salesforce Admin Should Leverage Last Run Date on Reports Lists In Lightning Experience (LEX), the “Report Last […]

Delivering on a project like this is one that makes the whole team feel good. But how do you do this while still maintaining your sanity, let alone a life outside of work? Obstacle: Faced with a Super-Tight Deadline but it’s a Great Opportunity OpenTable heard about our community expertise and came to us in […]

Take Control of Your Morning There’s no better way to get into the Salesforce-frame-of-mind on a Monday morning than a little pre-work headspace with your favorite tech podcasters. Our team sure does. Tim Murphy wrote about his podcast takeaways and after David Schild recommended the Salesforce Admins podcast to me, I was hooked. (Don’t worry, links below.) […]

Join Perficient and other Trailblazers for three days of learning from those who are driving innovation in digital marketing, commerce, and service across all industries. Make sure to check out the session highlighting the Perficient-built customer community and speak to the designer who built it (and completed it in record time). You’ve heard how popular […]

Tickets for Dreamforce 2018 Available Now The biggest software conference on the globe is back. With over 2,700 sessions aimed towards every job role in every industry and helping them succeed, there will several ways to connect with Perficient and other Trailblazers this September 2018. Don’t miss Dreamforce in San Francisco, CA on September 25-28, […]

Advising the Advisor: Are you thinking far enough ahead? Here’s how How familiar is your organization with the flexibility and integration Financial Services Cloud offers? The solution helps improve the customer experience, strengthen client relationships, and drive new business by integrating sales, service, and marketing. Digital transformation impacts every area of an organization, and companies […]

It’s a Summer ’18 Release Salesforce Service Cloud Party! The Salesforce Summer ’18 Release is here and it’s time to celebrate the arrival of new Salesforce Service Cloud features! These enhancements will allow you to boost agent productivity and streamline your business. You can lighten your teams workload by building Einstein Bots to deflect routine […]