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Posts Tagged ‘salesforce’

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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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Dreamforce 2024 Session Recap: Salesforce Success Roundtable

The Salesforce Success Roundtable at Dreamforce 2024, led by Chelsea Monda, Director of Salesforce Global Consulting, focused on strategies to maximize return on investment (ROI) and drive innovation using Salesforce. Here are the key highlights and insights shared during the session: Networking and Collaboration The session opened with an emphasis on networking, encouraging attendees to […]

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Perficient at Dreamforce 2024: A Look at Innovation, Agentforce, and the Future of AI

  Perficient’s presence at Dreamforce 2024 was more than just attending—it was about connecting, innovating, and driving real change. From discussing cutting-edge AI like Agentforce to supporting initiatives such as Girls Who Code, Perficient is committed to shaping both the present and future of technology. Whether you joined us at our sessions or other events, […]

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A Complete Guide to Navigation Service in Lightning Web Components: Part 2

Hello Trailblazers! In Salesforce Lightning Web Components (LWC), the Navigation Service plays a crucial role in creating a seamless user experience by enabling easy, programmatic navigation between different pages, records, or external links. In the previous Part 1 of this blog we saw the basics of the Navigation Services and how to navigate a user […]

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A Complete Guide to Navigation Service in Lightning Web Components: Part 1

Hello Trailblazers! Lightning Web Components (LWC) has transformed how developers create modern and efficient applications within the Salesforce platform. One of the key functionalities that enhances user experience in LWC is the Navigation Service. This service allows developers to navigate between different components, pages, or external URLs with ease. In this blog, we’ll explore the […]

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Dynamic Dashboards in Salesforce: A Comprehensive Guide

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, […]

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A Comprehensive Guide on Salesforce Dashboards

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 […]

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The Ultimate Guide to Salesforce Reports: Simplify Your Data Analysis

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, […]

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