Posts Tagged ‘salesforce’

As we eagerly anticipate Dreamforce 2024, the Perficient team is excited to come together with Salesforce and our valued clients to collaborate on the innovations that will shape the future. Dreamforce provides a unique opportunity to connect great minds, tackle complex business challenges, and harness the power of cutting-edge technologies. Megan Glasow’s Enthusiasm for AI […]

Benefits of Utilizing Path Assistant in Salesforce In today’s fast-paced business environment, efficiency and consistency are key to success. Salesforce’s Path Assistant in Lightning Experience is designed to enhance user productivity and streamline workflows by visually guiding teams through critical stages of processes. This tool not only simplifies navigation but also ensures that best practices […]

As we gear up for Dreamforce 2024, we’re excited to share insights from one of Perficient’s key leaders, Eric Walk. With over 13 years of experience in the industry, Eric brings a wealth of knowledge and a unique perspective on the evolving landscape of enterprise data strategy. Tell us about yourself and your role at […]

As a Salesforce Developer, sending emails through Apex is a common task. One of the powerful methods you can use is setTargetObjectId(). This method allows you to specify the recipient using a Salesforce record ID, ensuring seamless integration and enhancing CRM data quality. In this blog, we’ll dive into how to use setTargetObjectId(), explore practical […]

Omnistudio Data Mapper The Omnistudio Data Mapper tool is designed to read, transform, and write Salesforce data. It facilitates data transfer to OmniScripts and OmniStudio FlexCards from Salesforce and, conversely, updates Salesforce with data from these components, typically via OmniStudio Integration Procedures. Example of Data Flow Get Data: An OmniScript invokes an Omnistudio Data Mapper […]

Salesforce Data Cloud Salesforce Data Cloud allows you to unify all your data on Salesforce without building complex data pipelines. Data Cloud easily takes action on all your data across every Salesforce cloud and enables trusted AI solutions powered by your data.   Data Cloud collect all your data from different sources and work together […]

Hello Trailblazers! Salesforce is a highly customizable platform that caters to a wide range of business processes and user needs. One essential feature that facilitates this customization is the use of Record Types. Record Types in Salesforce allow you to control picklist values and page layouts, providing a tailored experience for different users or business […]

Salesforce OmniStudio Integration Procedures are advanced tools designed to help organizations streamline and automate their business processes by integrating with various external systems. This guide provides an in-depth understanding of Integration Procedures, covering their key features, building elements, and best practices. Salesforce OmniStudio Integration Procedures are server-side processes that facilitate complex data transformations and seamless […]

Salesforce OmniStudio is a platform of tools designed to streamline digital interactions and workflows. A crucial component within this platform is the DataRaptor/ Data Mapper. DataRaptor is a declarative data integration tool that allows users to read, transform, and write/create Salesforce data seamlessly. It simplifies data extraction and manipulation, making it essential for anyone looking […]

Salesforce OmniScript is a versatile tool within the Salesforce ecosystem, designed to enhance user experiences through guided, interactive workflows. As part of the Salesforce OmniStudio suite, which also includes tools like FlexCards and Integration Procedures, OmniScript helps organizations create seamless, step-by-step processes that ensure data accuracy and compliance. OmniScript is ideal for complex service processes, […]

Salesforce successfully pushed the next set of new feature updates, and these updates started rolling from June 7th and was expected to complete by June 28th. If you’re unable to see any of the below listed features, please reach out to your account executive to have additional information. The Top 5 Feature Releases Were – […]

In today’s digital landscape, delivering outstanding customer experiences is essential. Salesforce OmniStudio enables you to create engaging, personalized, and brand-consistent interactions across all touchpoints. This blog explores OmniStudio’s capabilities, benefits, and how it can enhance your customer journeys. What is Salesforce OmniStudio? OmniStudio is a comprehensive, low-code development platform within Salesforce that allows you to […]