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Posts Tagged ‘salesforce’

Salesforce Shield Event Monitoring: What You Need to Know

If you haven’t heard, Salesforce Shield is a bundle of products that Salesforce has put together to help customers meet strict regulatory requirements concerning their data. Salesforce Shield Components Salesforce Shield Event Monitoring Salesforce Shield Field Audit Trail Salesforce Shield Platform Encryption Most successful businesses are not built on a hunch. That’s where data comes […]

Salesforce Shield: Bringing Compliance to the Cloud

Salesforce has always been known for the incredible investments they have made in ensuring their customer’s data is safe and secure. They have to — data is their business. Without the high level of trust that customers have in Salesforce’s security, Salesforce would not be the #1 CRM solution in the world. But some customers […]

A Customer Success Platform for the Fourth Industrial Revolution

Have you heard of the Fourth Industrial Revolution? If you were at Dreamforce ‘17, you sure did! First there was steam, next electricity, then computers, and now the Fourth Industrial Revolution, where machine learning allows artificial intelligence and robotics to come alive, and the Internet of Things to transform customer experience. Technology is rolling out […]

Integrating AEM with Salesforce – Part 2

Christine introduced how to integrate AEM with Salesforce by using the OOTB Salesforce plugin in Part1. We know how to create a connected app in Salesforce, connect it and use it do simple query operations via the OOTB plugin. But how can we do customized CRUD in our real project? In this part, I will discuss […]

Einstein: Artificial Intelligence for the Salesforce Platform

  When you think of Einstein, what comes to mind? Perhaps the German-born theoretical physicist who developed the theory of relativity or possibly a chain retailer of moderately priced coffee and bagels? If you use Salesforce, the term “Einstein” means a totally different thing: artificial intelligence (AI) for CRM. Einstein has made AI a reality […]

Learning To Use Salesforce: A Beginner’s Guide

Top Resources For Learning Salesforce Just getting acquainted with Salesforce? With all of the capabilities and customized solutions, getting started can feel daunting. The good news is, you’re not alone. Perficient has worked with hundreds of businesses creating expert Salesforce users in the process.  With all of the resources, where do you go first? Don’t get […]

Salesforce Community Branding and UX Design Tips

Beyond a customer’s perception of your company’s products and services, your brand identity and experience go hand-in-hand with every interaction they have – across marketing, sales, and service – with every touchpoint serving as an opportunity to further engage your customers. Your new Salesforce Lightning Community should not be an exception to this rule. A […]

How to Create a Salesforce Portlet in Liferay by Using REST

Salesforce is a customer relationship management tool (CRM), which is used to help companies manage and promote the relationship with existing clients, and develop new clients. It runs on cloud, so there is no need to install any software and no hardware is required. It can reduce the development cost and deliver an application in […]

Integration AEM with Salesforce – Part1

Salesforce is a customer relationship management tool (CRM), which is used to help companies manage and promote the relationship with existing clients, and develop new clients. It runs on cloud, so there is no need to install any software and no hardware is required. Apparently, it reduces the development cost and can deliver an application […]

10 Change Management Tips for CRM Success

Focus On the People Not Just the System When implementing a new system such as Salesforce, regardless of an organization’s project management methodology (waterfall, agile or a hybrid), the approach is usually taken with the “lets get it done, can do” attitude. While this approach is helpful in completing the project on time and on […]

When to Use Process Builder or Apex Triggers to Automate

Salesforce offers multiple tools to automate your company’s business processes. Oftentimes we run into confusion deciding whether to choose Process Builder or Apex triggers when both are capable of doing some of the same functions. Let’s take a closer look at some of the pros and cons of using Process Builder compared to Apex trigger. […]

Quick Steps to Start Testing Salesforce SOAP API

To start testing Salesforce SOAP API with SoapUI, follow the quick steps below: Register a Salesforce developer account. Make sure to register a developer edition account from https://developer.salesforce.com/signup   Do not register from www.salesforce.com, as you won’t be able to ‘generate wsdls’ which will be needed in the next step. Reset Salesforce Security Token Login to the developer […]

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