We’re pleased to announce that Perficient has been named a Major Player in the IDC MarketScape: Worldwide Adobe Experience Cloud Professional Services 2024-2025 Vendor Assessment (Doc #US51741024, December 2024). We believe this recognition is a testament to our commitment to excellence and our dedication to delivering top-notch Adobe services to our clients.

Continue reading to learn more about what the IDC MarketScape is, why Perficient is named a Major Player, and what this designation means to our clients.

Understanding This IDC MarketScape

This IDC MarketScape evaluated Adobe Experience Cloud professional service providers, creating a framework to compare vendors’ capabilities and strategies. Many organizations need help planning and deploying technology, and finding the right vendor is critical.

According to Douglas Hayward, senior research director for CX services and strategies at IDC, “Organizations choosing an Adobe Experience Cloud professional service should look for proof that their vendor has high-quality professionals who have a track record in empowering their clients and delivering the best value for the fairest price.”

This IDC MarketScape study provides a comprehensive vendor assessment of the Adobe Experience Cloud professional services ecosystem. It evaluates both quantitative and qualitative characteristics that contribute to success in this market. The study covers various vendors, assessing them against a rigorous framework that highlights the most influential factors for success in both the short and long term.

Perficient is a Major Player

We believe being named a Major Player in the IDC MarketScape is a significant achievement for Perficient and underscores our Adobe Experience Cloud capabilities, industry and technical acumen, global delivery center network, and commitment to quality customer service. We further believe the study is evidence of our expertise and continued focus on solving our clients’ business challenges.

Hayward said, “In our evaluation of Perficient for the IDC MarketScape: Worldwide Adobe Experience Cloud Professional Services 2024-2025 Vendor Assessment, it was evident that Perficient has global delivery expertise that combines an experience design heritage with strong capabilities in digital experience transformation.”

The IDC MarketScape also says, “Based on conversations with Perficient’s clients, the vendor’s three main strengths are value creation, people quality, and client empowerment.”

Our Commitment to Excellence

At Perficient, we are committed to maintaining and improving our services and solutions. We continuously strive to innovate and enhance our capabilities and offerings to meet the evolving needs of our clients, further empower them, and drive value.

Learn More

You can also read our News Release for more details on this recognition and make sure to follow our Adobe blog for more Adobe platform insights!

How to ensure your toolset matches your vision, team and long term goals.

Seems common sense right? Use the right tool for the right purpose. However, in the DXP and Drupal space, we often see folks trying to fit their project to the tool and not the tool to the project.

There are many modules, profiles, and approaches to building Drupal out there, and most all of them have their time and place. The key is knowing when to implement which and why. I am going to take a little time here a dive into one of those key decisions that we find ourselves at Perficient facing frequently and how we work with our clients to ensure the proper approach is selected for their Drupal application.

Site Studio vs Standard Drupal(blocks, views, content, etc..) vs Layout Builder

I would say this is the most common area where we see confusion related to the best tooling and how to pick. To start let’s do a summary of the various options(there are many more approaches available but these are the common ones we encounter), as well as their pros and cons.

First, we have Acquia Site Studio, it is a low-code site management tool built on top of Drupal. And it is SLICK. They provide web user editable templates, components, helpers, and more that allow a well trained Content Admin to have control of almost every aspect of the look and feel of the website. There is drag and drop editors for all templates that would traditionally be TWIG, as well as UI editors for styles, fonts and more. This is the cadillac of low code solutions for Drupal, but that comes with some trade offs in terms of developer customizability and config management strategies. We have also noticed, that not every content team actually utilizes the full scope of Site Studio features, which can lead to additional complexity without any benefit, but when the team is right, Site Studio is a very powerful tool.

The next option we frequently see, is a standard Drupal build utilizing Content Types and Blocks to control page layouts, with WYSIWYG editors for rich content and a standard Drupal theme with SASS, TWIG templates, etc…. This is the one you see most developer familiarity with, as well as the most flexibility to implement custom work as well as clean configuration management. The trade off here, is that most customizations will require a developer to build them out, and content editors are limited to “color between the lines” of what was initially built. We have experienced both content teams that were very satisfied with the defined controls, but also teams that felt handcuffed with the limitations and desired more UI/UX customizations without deployments/developer involvement.

The third and final option we will be discussing here, is the Standard Drupal option described above, with the addition of Layout Builder. Layout Builder is a Drupal Core module that enables users to attach layouts, such as 1 column, 2 column and more to various Drupal Entity types(Content, Users, etc..). These layouts then support the placement of blocks into their various regions to give users drag and drop flexibility over laying out their content. Layout Builder does not support full site templates or custom theme work such as site wide CSS changes. Layout Builder can be a good middle ground for content teams not looking for the full customization and accompanying complexity of Site Studio, but desiring some level of content layout control. Layout builder does come with some permissions and configuration management considerations. It is important to decide what is treated as content and what as configuration, as well as define roles and permissions to ensure proper editors have access to the right level of customizations.

Now that we have covered the options as well as the basic pros and cons of each, how do you know which tool is right for your team and your project? This is where we at Perficient start with a holistic review of your needs, short and long term goals, as well as the technical ability of your internal team. It is important to honestly evaluate this. Just because something has all the bells and whistles, do you have the team and time to utilize them, or is it a sunk cost with limited ROI. On the flip side, if you have a very technically robust team, you don’t want to handcuff them and leave them frustrated with limitations that could impact marketing opportunities that could lead to higher ROI.

Additional considerations that can help guide your choice in toolset would be future goals and initiatives. Is a rebrand coming soon? Is your team going to quickly expand with more technical staff? These might point towards Site Studio as the right choice. Is your top priority consistency and limiting unnecessary customizations? Then standard structured content might be the best approach. Do you want to able to customize your site, but just don’t have the time or budget to undertake Site Studio? Layout Builder might be something you should closely look at.

Perficient starts these considerations at the first discussions with our potential clients, and continue to guide them through the sales and estimation process to ensure the right basic Drupal tooling is selected. This then continues through implementation as we continue to inform stakeholders about the best toolsets beyond the core systems. In future articles we will discuss the advantages and disadvantages of various SSO, DAM, Analytics, Drupal module solutions as well as the new Star Shot Drupal Initiative and how it will impact the planning of your next Drupal build!

As new technologies become available within the digital space, businesses must adapt quickly by modernizing their legacy systems and harnessing the power of the cloud to stay competitive. Forrester’s 2024 report recognizes 42 notable providers– and we’re proud to announce that Perficient is among them.

We believe our inclusion in Forrester’s Application Modernization and Multicloud Managed Services Landscape, Q4 2024 reflects our commitment to evolving enterprise applications and managing multicloud environments to enhance customer experiences and drive growth in a complex digital world.

With the demand for digital transformation growing rapidly, this landscape provides valuable insights into what businesses can expect from service providers, how different companies compare, and the options available based on provider size and market focus.

Application Modernization and Multicloud Managed Services

Forrester defines application modernization and multicloud managed services as:

“Services that offer technical and professional support to perform application and system assessments, ongoing application multicloud management, application modernization, development services for application replacements, and application retirement.”

According to the report,

“Cloud leaders and sourcing professionals implement application modernization and multicloud managed services to:

• Deliver superior customer experiences.
• Gain access to technical and transformational skills and capabilities.
• Reduce costs associated with legacy technologies and systems.”

By focusing on application modernization and multicloud management, Perficient empowers businesses to deliver superior customer experiences through agile technologies that boost user satisfaction. We provide clients with access to cutting-edge technical and transformational skills, allowing them to stay ahead of industry trends. Our solutions are uniquely tailored to reduce costs associated with maintaining legacy systems, helping businesses optimize their IT budgets while focusing on growth.

Focus Areas for Modernization and Multicloud Management

Perficient has honed its expertise in several key areas that are critical for organizations looking to modernize their applications and manage multicloud environments effectively. As part of the report, Forrester asked each provider included in the Landscape to select the top business scenarios for which clients select them and from there determined which are the extended business scenarios that highlight differentiation among the providers. Perficient self-reported three key business scenarios that clients work with us out of those extended application modernization and multicloud services business scenarios:

• Infrastructure Modernization: We help clients transform their IT infrastructure to be more flexible, scalable, and efficient, supporting the rapid demands of modern applications.
• Cloud-Native Development Execution: Our cloud-native approach enables new applications to leverage cloud environments, maximizing performance and agility.
• Cloud Infrastructure “Run”: We provide ongoing support for cloud infrastructure, keeping applications and systems optimized, secure, and scalable.

Delivering Value Through Innovation

Perficient is listed among large consultancies with an industry focus in financial services, healthcare, and the manufacturing/production of consumer products. Additionally, our geographic presence in North America, Latin America, and the Asia-Pacific region was noted.

We believe that Perficient’s inclusion in Forrester’s report serves as another milestone in our mission to drive digital innovation for our clients across industries. We are proud to be recognized among notable providers and look forward to continuing to empower our clients to transform their digital landscapes with confidence. For more information on how Perficient can help your business with application modernization and multicloud managed services, contact us today.

Download the Forrester report, The Application Modernization And Multicloud Managed Services Landscape, Q4 2024, to learn more (link to report available to Forrester subscribers and for purchase).

Broad changes are underway in energy and utilities organizations, many influenced by trends from other sectors. These shifts are pushing companies in utilities and oil and gas to rethink their approaches, creating new cross-industry dependencies and consumer interactions.

Working to Accommodate Changing Consumer Behaviors

Energy companies are responding to evolving consumer behavior. In utilities, the shift from viewing customers as ratepayers to treating them as consumers with retail-like expectations is evident. Consumers now expect flexible payment options, including online payments, recurring billing, and credit card acceptance. Utilities are also offering smart devices, like mobile-controlled thermostats, while oil and gas companies are rolling out loyalty programs at fuel stations.

Additionally, both industries are taking on advisory roles, helping consumers manage energy use and conservation, and entering the renewable generation market. In this, they’re increasingly relying on capital markets to address grid demand and stability challenges.

How Energy Companies Flipped the Switch on Electrification

The interaction between the energy and automotive industries is accelerating due to electrification. Consumers want fast EV charging and solutions to ease range anxiety. Oil and gas companies are adding EV charging stations alongside gas pumps, while utilities balance offering charging services with maintaining grid reliability. This deepening interplay between industries has driven companies to seek talent with cross-industry expertise.

Engineering Experience No Longer Needed for Executive Roles

Traditional pathways to leadership in energy companies, which often required engineering experience, are changing. We’re seeing executives from the automotive and retail sectors take on leadership roles in utilities. The focus is now on bringing in fresh perspectives and solutions from outside industries to meet evolving consumer needs.

Cross-Industry Expertise Is Critical to Partnership

As the energy landscape transforms, partnerships with companies that bring expertise from industries like automotive, manufacturing, and retail are becoming critical. These cross-industry collaborations are key to navigating the complex challenges and opportunities ahead.

If you’d like to learn more about tapping into expertise from other industries to accelerate your transformation, explore our industry expertise.

To dive into how we’re using cross-industry solutions to optimize the utilities industry, explore our energy and utilities expertise.

In June 2024, Oracle announced fiscal 2024 Q4 and full year financial results revealing the market demand for Oracle Cloud Applications remains strong with Oracle Q4 Cloud Application (SaaS) revenue up 10% and Q4 Fusion Cloud ERP (SaaS) revenue up 14%. As Oracle customers look to reap the benefits of their investment in Oracle, many organizations will seek the expertise of Oracle services providers to guide them on their cloud journey.

Forrester released The Oracle Services Landscape, Q3 2024 report to help organizations understand the value they can expect from Oracle services providers and explore potential partners.

Oracle Services Providers

According to the report, “Technology leaders often use one or more Oracle services providers to: implement Oracle cloud products and solutions, provide continuous change management and ongoing Oracle applications support, and future-proof enterprise operational business processes.”

Perficient’s Recognition and Focus Areas

We believe Perficient has been recognized for our ability to deliver on these promises, helping clients implement Oracle cloud products and solutions, provide ongoing support, improve operational efficiencies and business processes with tangible business results. Perficient self-reported the following extended business scenarios as the top three focus areas:

• Oracle Cloud Enterprise Resource Planning (ERP): We deliver full-cycle projects to solution, roadmap, and implement Oracle Cloud ERP solutions by leveraging deep industry expertise and accelerators to enable businesses to modernize best practices to scale and grow.
• Oracle Cloud Supply Chain Management (SCM): We help modernize and mature our clients’ end to end global supply chain through strategic sourcing and spend control, source-to-pay improvements, cycle time reduction, and inventory and materials management.
• Oracle Cloud Enterprise Performance Management (EPM): We provide quantitative insights on performance metrics and critical details to help drive corporate strategies leveraging Oracle Cloud EPM to improve the speed, flexibility, and accuracy of planning, budgeting, and consolidation cycles.

Perficient’s Expertise and Industry Focus

Forrester presented an overview of vendors in the market, including geographic and industry focuses and top use cases. They segmented vendors based on geographic focus, industry focus, deployment options, and size.

Perficient was listed among small providers in this space with $10 to <$100 million in annual Oracle services revenue. Perficient’s listing as a consultancy in this Landscape report includes our geographic presence (North America and Asia-Pacific) and industry focus areas (healthcare, manufacturing/production of industrial products, and natural resources and mining).

Download the Forrester report, The Oracle Services Landscape, Q3 2024, to learn more (Link to report available to Forrester subscribers and for purchase).

A major energy and utilities supplier has become the latest victim in a growing list of organizations targeted by cyberattacks. Without a quick response to an attack like this, energy companies can risk exposing customer data, cutting off energy supply, slowing or completely stopping operations, and more. 

According to the Department of Energy, the recent incident was responded to quickly, and had minimal lasting impact. However, these attacks are becoming increasingly frequent across industries, and the risks continue to grow. Let’s focus on one of the most common types of cybercrime: ransomware. 

Are Your Systems Susceptible to Malware? 

Ransomware attacks are pervasive, affecting various sectors including organizations like Colonial Pipeline, JBS Foods, and Kaseya. The most frequently targeted industries range from energy and finance to healthcare and entertainment. Malicious software, better known as malware, compromises network integrity by gaining access through phishing, stolen passwords, and other vulnerabilities. 

Ransomware-as-a-Service is a cybercrime business model made possible via modular business models with low barriers to entry, creating a wide market of perpetrators. These individuals are divided into developers who create the malware and affiliates who initiate the attacks, with profits split between them. 

It is crucial to be vigilant, with the most common defense being routine basic cybersecurity hygiene, such as implementing multi-factor authentication. Other tactics include adopting Zero Trust principles and preparing for potential attacks to minimize impact. While a good defense is wise, it is still essential to have a strong relationship between the government and private sector, with collaboration being of utmost importance. Companies must share information about breaches and their efforts to disrupt infrastructure with the support of law enforcement. 

Three Simple Ways to Prevent Cyberattacks 

Now that we have identified what makes malware like ransomware possible, let us address the best ways to avoid becoming a victim. We have broken the solution down into a few simple steps: 

1. Be prepared with a recovery plan – Make it incredibly challenging to access and disrupt your system. If you make an attack economically unfeasible, you have already avoided the threat. The goal is to avoid paying the ransom for privileges that might not be returned or using keys provided by attackers to regain access. While restoring corrupted systems can be burdensome, it is better than the alternative. 

1. Limit the scope of damage – By limiting privileged access roles, you reduce the number of entry points for attackers to acquire access to critical components of your business. If they can only gain access to pieces rather than the entire system, it will deter attackers from pursuing an escalated attack. 

1. Challenge cybercriminals as much as possible – This step should not interfere with steps 1 or 2, but it is essential to create as much friction as possible for potential attacks. Make it an uphill battle for intruders attempting to gain remote access, emails, endpoints, or accounts. If they do manage to get in, ensure they cannot escalate their privileges by implementing robust detection and response capabilities. 

Perficient’s team of experts is well-versed in these incidents and what can be done to prevent them. If you would like to begin mounting more serious defenses, explore our energy industry expertise and browse the many technology partners with which we work to give companies confidence in their security, like Microsoft. 

Imagine a world where your business can effortlessly keep pace with technological advancements and continuously changing customer expectations. The ability to swiftly develop new technology products and applications is crucial to staying competitive. However, relying solely on in-house development capabilities is not always feasible for many organizations.

Forrester released its Modern Application Development Services Landscape, Q3 2024 report to help businesses understand the value they can expect from modern application development (MAD) service providers and explore potential partners.

Modern Application Development Services

Forrester defines MAD service providers as:

“Service providers that work collaboratively with their clients to cocreate custom modern applications and, in parallel, assist them in the transformation and modernization of their software development capabilities and organization.”

In Forrester’s Priorities Survey, 2024, “64% of business and technology professionals said that bringing more development in-house would be a high or critical priority for their IT organization over the next 12 months.”

According to the report, “tech execs and application development leaders implement MAD services to:

• Increase cocreation. … MAD services can cocreate with clients while supporting them in learning how to modernize capabilities with agile, DevOps, native cloud, and edge, including generative AI (genAI).

• Improve customer experience. The goal isn’t to insource 100% of all application development work, but to improve internal capabilities and be efficient partners with MAD service providers.
• Focus on business outcomes, not just outputs. The shift to assessing modern development by measuring benefit realization and business value is a reality.”

Perficient’s Recognition and Focus Areas

We believe Perficient has been recognized for our ability to deliver on these promises, helping clients navigate the complexities of modern application development and achieve tangible business results. Perficient self-reported the following extended use cases as the top three for which clients select them:

• Backend Integration and Modernization: We specialize in integrating and modernizing backend systems to ensure seamless and efficient operations, enabling businesses to stay competitive in the digital age.
• GenAI to Increase Employee Productivity: We leverage genAI technologies to help clients boost employee productivity by automating routine tasks and enhancing decision-making processes.
• Product Operating Model: We focus on developing robust product operating models that align with our clients’ business objectives, ensuring sustainable growth and innovation.

Perficient’s Expertise and Industry Focus

Forrester based its analysis of service providers on two factors: market presence and services functionality. They segmented vendors into three categories based on MAD services revenue: large, midsize, and small; and five categories based on services functionality and global reach.

Perficient was listed as a large provider in this space with $250 million or more in annual MAD services revenue. Perficient’s listing as a consultancy in this Landscape report includes our geographic presence (North America, Latin America, and Asia-Pacific) and industry focus areas (healthcare, financial services, and manufacturing/production of consumer products).

We are proud of this achievement and remain committed to leveraging our expertise in modern application development to help our clients succeed. For more information on how Perficient can help your business with custom application development and digital transformation, contact us today.

Download the Forrester report, The Modern Application Development Services Landscape, Q3 2024, to learn more (Link to report available to Forrester subscribers and for purchase).

In the dynamic landscape of the energy and utility sector, efficient management of product data is paramount for success. From power generation to distribution, organizations in this sector rely on accurate and timely information about their products to optimize operations, ensure compliance, and deliver reliable services to customers. Oracle Product Data Hub (PDH) Cloud emerges as a robust solution tailored to the unique needs of the energy and utility industry, offering powerful tools for centralizing, and managing product data effectively.

Centralized Product Data Management

In the energy and utility sector, where diverse product portfolios span from transformers to smart meters and renewable energy solutions, managing product data across multiple systems and departments can be challenging. Oracle PDH Cloud addresses this complexity by providing a centralized repository for all product-related information.

With Oracle PDH Cloud, energy and utility companies can consolidate data from various sources, including suppliers, engineering systems, and regulatory databases, into a single, unified platform. This centralized approach ensures data consistency, enhances collaboration among teams, and enables better decision-making across the organization.

Streamlined Item Classification

Effective item classification is crucial for organizing the vast array of products and components used in the energy and utility sector. From classifying transformers based on voltage capacity to categorizing renewable energy systems by technology type, Oracle PDH Cloud’s Item Classification capabilities simplify this process.

Energy and utility companies can define custom classification schemes tailored to their specific requirements, incorporating attributes such as product type, energy source, efficiency rating, and environmental impact. By standardizing classification practices, organizations can improve data accuracy, facilitate procurement processes, and enhance asset management strategies.

Examples of Oracle PDH Cloud in the Energy and Utility Sector

Smart Meter Management: A utility company deploying smart metering infrastructure relies on Oracle PDH Cloud to centralize data related to meter models, specifications, and installation guidelines. Through streamlined item classification, the company categorizes smart meters based on communication protocols, metering standards, and geographic deployment zones, enabling efficient inventory management and maintenance planning.

Smart meters are advanced devices that measure and record electricity consumption in real-time, enabling utilities to implement demand response programs and monitor grid performance. Item classification for smart meters may include attributes such as communication protocol (e.g., Zigbee, LoRaWAN), metering standard (e.g., ANSI C12.19, IEC 62056), geographical deployment zone, and meter functionality (e.g., prepaid, net metering). Classifying smart meters facilitates procurement, installation, and interoperability testing, ensuring efficient deployment and operation.

Renewable Energy Integration: A renewable energy developer leverages Oracle PDH Cloud to manage product data for solar panels, wind turbines, and energy storage systems. By classifying renewable energy assets according to technology type, capacity, and performance characteristics, the developer gains insights into project costs, resource availability, and regulatory compliance, facilitating informed decision-making and project optimization.

Renewable energy systems, such as solar panels, wind turbines, and energy storage solutions, play a pivotal role in transitioning to a low-carbon energy future. Item classification for renewable energy systems involves categorizing assets based on technology type (e.g., photovoltaic, wind, battery), capacity (e.g., kilowatts, megawatts), efficiency rating, and environmental certifications (e.g., IEC 61730, UL 1741). Classifying renewable energy systems enables developers and utilities to assess project feasibility, estimate energy output, and comply with regulatory requirements.

Grid Infrastructure Enhancement: Energy companies have a need to modernize the grid quickly and make it as effective as possible due to the increasing demands for EV superchargers and other innovations that require more electricity than current grids can handle. A utility undergoing grid modernization initiatives utilizes Oracle PDH Cloud to standardize product data for transformers, switchgear, and distribution automation devices. Through automated data enrichment and classification, the utility enriches asset records with maintenance schedules, lifecycle information, and compatibility matrices, enabling proactive asset management and reliability-centered maintenance strategies.

Grid infrastructure components encompass a wide range of equipment used in electricity transmission and distribution networks, including switchgear, circuit breakers, and distribution automation devices. Item classification for grid infrastructure involves attributes such as voltage rating, current rating, interrupting capacity, and operating mechanism (e.g., air-insulated, gas-insulated). Classifying grid infrastructure components enables utilities to optimize asset management, plan network upgrades, and ensure grid reliability and resilience.

Transformers: Transformers are essential components in electricity distribution networks, used to step up or step-down voltage levels. In item classification, transformers can be categorized based on parameters such as voltage capacity, insulation type, cooling method (e.g., oil-filled, dry-type), and application (e.g., distribution, substation). Classifying transformers enables utilities to manage inventory, plan maintenance activities, and ensure compatibility with other grid infrastructure components.

In each example, nouns such as transformers, smart meters, renewable energy systems, and grid infrastructure components serve as key entities in item classification within the energy sector. By categorizing these items based on relevant attributes, organizations can streamline procurement, maintenance, and operational decision-making processes, ultimately enhancing efficiency and performance in energy systems.

Conclusion

In conclusion, Oracle PDH Cloud and Item Classification process are invaluable assets for energy and utility companies seeking to optimize product data management and drive efficiency in their operations. By centralizing product data, streamlining item classification, and leveraging industry-specific examples, Oracle PDH Cloud empowers organizations in the energy and utility sector to overcome challenges, capitalize on opportunities, and deliver sustainable value to stakeholders in today’s rapidly evolving marketplace.

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 to build efficient and powerful applications.

Specifications and Key Features

Specifications

• Declarative Tool: Data Raptor is a point-and-click tool that requires no coding.
• Integration: Seamless integration with Salesforce data, allowing for easy data retrieval.
• Flexibility: Supports complex data transformation and mapping.

Key Features

• Data Extraction: Extracts data from Salesforce objects or external systems.
• Data Transformation: Performs the complex transformation on the extracted data.
• Data Loading: Loads and upserts the data into Salesforce objects.
• Declarative Mapping: Allows for data mapping through a user-friendly interface.
• Data Operations: Supports CRUD (Create, Read, Update, Delete) DML operations.

Types of DataRaptors

Salesforce OmniStudio offers four main types of DataRaptors: Extract, Load, Transform, and Turbo Extract. Each has a unique purpose in data extraction and manipulation, allowing users to efficiently handle data operations within Salesforce. Here’s an in-detailed explanation of each DR type:

Source: Trailhead Dataraptor

1. DataRaptor Extract

Purpose: DataRaptor Extract is designed to retrieve data from Salesforce objects. It allows for detailed and complex data extraction, including filtering, sorting, and transforming data using formulas and logic.

Key Features

• Data Retrieval: Extracts data from single or multiple Salesforce objects.
• Filtering and Sorting: Allows filtering of data based on specific criteria and sorting the results.
• Complex Transformations: Supports applying formulas and logic to transform the extracted data.
• Field Mapping: Enables detailed mapping of extracted fields to the output structure.
• Nested Data: Can extract related data from parent and child objects.

Example: Extracting customer data along with their recent transactions, applying a formula to calculate the total transaction amount, and formatting the data for a report.

2. DataRaptor Load

Purpose: DataRaptor Load inserts, updates, or deletes data in Salesforce objects. It is ideal for scenarios where data needs to be loaded into Salesforce from external sources or after processing within the system.

Source: Trailhead

Key Features

• Data Loading: Performs insert, update, or delete operations on Salesforce objects.
• Multiple Objects: Supports loading data into multiple objects, including related records.
• Field Mapping: Allows mapping of input data fields to Salesforce object fields.
• Error Handling: Provides options for error handling and data validation.

Example: Loading a batch of new customer records into Salesforce, updating their contact information, and associating them with existing accounts.

3. DataRaptor Transform

Purpose: DataRaptor Transform is designed for complex data transformations. It allows users to apply formulas, logic, and data manipulations to transform the data before loading it into Salesforce or sending it to another system.

Key Features

• Complex Transformations: Supports applying complex formulas and logic to manipulate data.
• Data Enrichment: Can enrich data by combining fields, performing calculations, and applying business rules.
• Intermediate Processing: Acts as an intermediary step between data extraction and loading, transforming data as needed.

Example: Transforming raw sales data by calculating total sales amounts, applying discounts, and formatting the data for a financial report.

4. DataRaptor Turbo Extract

Purpose: DataRaptor Turbo Extract is optimized for faster data retrieval. It is designed to handle large amount of data efficiently, making it suitable for scenarios where performance is important.

Source: Trailhead

Specify a Key-Value pair in Input Parameter panel 1, by entering AccountId for the Key field and an account’s RecordId for the Value field. When you execute the Omnistudio Data Raptor/Mapper Turbo Extract, the Response window 2 gives a result to confirm it is extracting data correctly.

All Salesforce records have unique RecordIds. To find a RecordId for any object, such as an account, simply open the Account record by going to the Account tab in your org, copy the RecordId from the URL, and paste it in the Value parameter.

Key Features

• High Performance: Optimized for quick data retrieval, especially for large dataset.
• Simplified Transformation: Limited support for the complex transforms to ensure faster performance.
• Large Data Handling: Efficiently processes bulk amount of data.
• Minimal Overhead: Focuses on essential extract on data, reducing processing overhead.

Example: Extracting all account records for migration to a data warehouse, where the primary requirement is speed rather than data transformation.

Omnistudio Data Raptor Extract, Omnistudio Data-Mapper Transform, and Omnistudio Data-Mapper Load also do the following.

• Trim, restructure, map, and transform data in JSON, XML or Custom Schemas.
• Use functions and formulas to transform data.

Differences Between DataRaptor Extract and DataRaptor Turbo Extract

How to Create a DataRaptor

Refer to Signup to your Omnistudio Org:  Supercharge customer journeys with Salesforce Omnistudio

Step-by-Step Guide

Extract Dataraptor

1. Navigate to OmniStudio DataRaptors:
   • In Salesforce, go to OmniStudio -> DataRaptors.
2. Create a New DataRaptor:
   • Click on “New DataRaptor.”
   • Select the type of DataRaptor (Extract, Turbo Extract, Load, Transform).
3. Define the DataRaptor:
   • Name: Give your DataRaptor a meaningful name.
   • Objects: Select the Salesforce objects you want to work with.
   • Fields: Choose the fields you want to extract, transform, or load.
4. Set Up Data Mapping:
   • Input Mapping: Map input data fields to the corresponding Salesforce object fields.
   • Output Mapping: Define how the output data should be structured.
5. Configure Transformations (if applicable):
   • Use formulas and functions to transform data as needed.
6. Test the DataRaptor:
   • Use the “Test” feature to ensure your Data Raptor works as expected.
   • Verify the output to make sure the data is getting correctly extracted, transformed, or loaded.
7. Deploy the DataRaptor:
   • Once testing is done, deploy your DataRaptor to make it available for use in your applications.

Where to Use DataRaptors in OmniStudio

Salesforce OmniStudio offers powerful tools to create guided user experiences, automate business processes, and manage data efficiently. DataRaptors are integral to OmniStudio for handling data operations. Here are the main areas where DataRaptors can be used within OmniStudio:

1. OmniScripts

OmniScripts are interactive guided processes that help users complete tasks by navigating through a series of steps. DataRaptors play a crucial role in OmniScripts by enabling data extraction, transformation, and loading at various points in the process.

Use Cases

• Data Retrieval: Use DataRaptor Extract to pull necessary data from Salesforce to display in the script.
• Data Submission: Use DataRaptor Load to save user inputs back into Salesforce.
• Intermediate Processing: Use DataRaptor Transform to apply business logic to data before displaying it to the user or saving it.

Example: In a customer service OmniScript, DataRaptor Extract can retrieve customer details based on an inputted account number, and DataRaptor Load can save the user’s updated contact information.

2. FlexCards

   FlexCards are UI components used to display data and actions in a visually appealing format. They can be embedded in Lightning pages, Community pages, or other Salesforce components.

Use Cases

• Data Display: Use DataRaptor Extract to pull data that needs to be displayed in FlexCards.
• Dynamic Content: Use DataRaptor Transform to format and manipulate the data before displaying it.

Example: A FlexCard displaying a summary of account information might use a DataRaptor Extract to pull account details and recent transactions, transforming the data to show it in a compact, user-friendly format.

3. Integration Procedures

   Integration Procedures are declarative, server-side processes that execute multiple actions in a single transaction. They are used to orchestrate data from different sources and perform complex data manipulations.

Use Cases

• Data Aggregation: Use DataRaptor Extract to pull data from various Salesforce objects.
• Data Transformation: Use DataRaptor Transform to manipulate and combine data from different sources.
• Data Loading: Use DataRaptor Load to save aggregated and transformed data back to Salesforce.

Example: An Integration Procedure might use DataRaptor Extract to retrieve data from multiple related objects, DataRaptor Transform to apply business rules, and DataRaptor Load to save the final data set to a different object.

4. OmniStudio Actions

   OmniStudio Actions are reusable actions that can be added to FlexCards and OmniScripts to perform operations such as data extraction, data transformation, and data loading.

Use Cases

• Reusable Components: Create standardized DataRaptor actions that can be used across multiple OmniScripts and FlexCards.

Example: This action extracts and displays a list of a customer’s active cases, which can be reused in various FlexCards and OmniScripts.

For more information, please visit: Trailhead modules

Best Practices for Using DataRaptors

Design

• Simplify Mappings: Keep mappings as simple and straightforward as possible.
• Reuse Components: Reuse existing DataRaptors wherever possible to avoid redundancy.
• Limit Data Volume: Extract only the necessary data to improve performance.

Performance

• Optimize Queries: Use filters and limits to reduce the amount of data processed.
• Use Turbo Extract: For large datasets, use DataRaptor Turbo Extract for better performance.
• Batch Processing: Process data in batches to manage large volumes efficiently.

Maintenance

• Version Control: Maintain versions of DataRaptors to track changes and roll back if needed.
• Documentation: Document your DataRaptors thoroughly to make maintenance easier.
• Testing: Regularly test DataRaptors, especially after any changes, to ensure they continue to function correctly.

Conclusion

Salesforce OmniStudio DataRaptors are powerful tools that simplify data integration and transformation within Salesforce. By following best practices and leveraging the capabilities of different types of DataRaptors, you can create efficient and maintainable data workflows. Whether you are extracting data for analysis or transforming data for load operations, DataRaptors provide the flexibility and power needed to handle complex data scenarios.

By understanding the specifications, key features, and best practices outlined in this guide, you can effectively utilize DataRaptors in your Salesforce environment to enhance data operations and drive better business outcomes.

Related Posts

1. Supercharge customer journeys with Salesforce Omnistudio

2. FlexCards in Salesforce OmniStudio: A Beginner’s Guide

3. Mastering Salesforce OmniScript: A Comprehensive Guide to Streamlined Workflows

4. Unlocking the Power of Salesforce OmniStudio Integration Procedure: An In-Depth Guide

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 build visually appealing and interactive user interfaces (UIs) without extensive coding knowledge. It provides a range of tools for:

• Visual Drag-and-Drop Design: Create user interfaces by dragging and dropping pre-built components onto a canvas.
• Data Integration: Seamlessly connect with Salesforce data and external resources to populate dynamic content within your UIs.
• Workflow Automation: Streamline processes by integrating logic and actions into your OmniScript flows.
• Branding and Customization: Customize the look and feel of your UIs to align with your brand and enhance user engagement.

Benefits of Using OmniStudio

Incorporating OmniStudio into your Salesforce solution offers numerous benefits, including:

• Enhanced Customer Experience: Deliver personalized, interactive experiences tailored to individual customer needs.
• Increased Efficiency: Streamline workflows and automate repetitive tasks, freeing up resources for more strategic activities.
• Reduced Development Time: Build UIs and workflows with minimal coding, enabling faster time to market.
• Flexibility and Scalability: Easily adapt your UIs and workflows as your business requirements evolve.
• Cost Savings: Minimize development costs compared to traditional coding methods.

Getting Started with OmniStudio

OmniStudio offers an intuitive interface with drag-and-drop functionality, making UI development accessible. Here is a summary of the key components:

1. FlexCards

Reusable UI components that display data capture user input and provide interactive elements. FlexCards can present a mix of internal Salesforce data and external data from websites or third-party systems, ensuring a consistent presentation.

Source: UnofficialSF

2. OmniScripts

These provide a guided path for users to complete business processes, offering a configurable way to create seamless customer experiences. For example, an OmniScript might guide a customer through selecting an insurance policy.

Source: Trailhead

3. DataRaptors (Data Mappers)

Tools for extracting, mapping, transforming, and loading data to and from your Salesforce data model and external sources. They offer a more efficient alternative to Apex classes for data operations, making them easier to create and maintain.

Source: Trailhead

4. Integration Procedures

Automate processes by combining logic and actions within your OmniScript flows. Integration Procedures are useful for accessing and transforming data from third-party sources, especially when no user interaction is required or when shifting workload from client to server is preferable.

Source: Trailhead

5. IDX Build Tool and IDX Workbench

These tools facilitate fast export and deployment of metadata, with the IDX Workbench offering a UI layer on top of the Build Tool. They differ in how changes are committed to source control within a deployment pipeline.

Source: Trailhead

Sign up for Omnistudio Developer Edition

Here’s how to request one if this is your first time completing an OmniStudio module:
1. Sign up: Register for a Special Developer Edition org
2. Complete the form: Provide an active email address and a unique username that resembles an email address. example,yourname@omnistrail.com. click Sign up.
3. Activate Your Account: Follow the activation link sent to your email to complete your registration.
4. Request a Reference Org: If you’re a Salesforce customer or partner, request a reference org to build industry-specific apps quickly. This org includes the necessary managed package and licenses.

Conclusion

Salesforce OmniStudio provides a robust and user-friendly platform for crafting exceptional customer experiences within Salesforce. By leveraging its capabilities, you can personalize interactions, automate workflows, and empower your business to thrive in today’s competitive environment.

Related Posts

1. FlexCards in Salesforce OmniStudio: A Beginner’s Guide

2. Mastering Salesforce OmniScript: A Comprehensive Guide to Streamlined Workflows

3. Seamless Data Integration with Salesforce OmniStudio DataRaptor

4. Unlocking the Power of Salesforce OmniStudio Integration Procedure: An In-Depth Guide

Navigating the complexities of cloud technology requires an exceptional partner. We are thrilled to announce that Perficient has been named a Major Player in the IDC MarketScape: Worldwide Cloud Professional Services 2024 Vendor Assessment (Doc #US51406224, June 2024).

What Does This Inclusion Mean for Perficient?

“We’re honored to be recognized as a Major Player in this IDC MarketScape Report, a distinction we believe highlights our holistic approach to cloud strategy and our implementation expertise,” said Glenn Kline, Perficient’s Area Vice President of Product Development Operations. “We combine our Envision Framework, migration and modernization expertise, and our strong network of partnerships with leading cloud providers to drive measurable business outcomes for our customers. Our Agile-ready global team enables businesses to think big, start small, and act fast so they can scale their cloud ecosystem over time and deliver on the outcomes promised by cloud computing.”

According to the IDC MarketScape, businesses should “consider Perficient if [they] are looking for a midsized cloud services provider that can combine client intimacy with industrial-strength capabilities in technology transformation and experience design and build.” Additionally, our global managed services group has created comprehensive accelerators such as the App Modernization IQ, Cloud FinOps IQ, and Green Impact IQ, serving as effective tools for guiding clients in cloud operations strategies.

What Does This Mean for Our Clients?

We believe this inclusion reaffirms Perficient as a trusted partner in cloud transformation. Perficient Cloud, our comprehensive suite of six solution areas, serves as a roadmap to navigate the evolving landscape of cloud technology. These areas focus on delivering critical business and technology capabilities, with agnostic offers and accelerators tailored to meet the unique needs of each client. Our Agile-ready global team enables businesses to think big, start small, and act fast, allowing scalable cloud ecosystems that maximize investment. Our focus areas include:

• Technology Modernization: Enhancing performance and efficiency through updated infrastructure.
• Product Differentiation: Creating innovative product offerings that stand out.
• Customer Engagement: Improving interactions and experiences with personalized, data-driven approaches.
• Data & AI Enablement: Driving insights and innovation with advanced analytics and AI.
• Automation & Operational Agility: Boosting efficiency with automation solutions.
• Sustainable Practices: Promoting responsible and impactful cloud strategies.

Join Us on Our Cloud Journey

We believe our inclusion in the IDC MarketScape report highlights our commitment to helping businesses navigate the complexities of cloud transformation. We are dedicated to delivering top-tier cloud solutions that drive growth and innovation.

To learn more about Perficient’s cloud professional services, download the IDC MarketScape: Worldwide Cloud Professional Services 2024 Vendor Assessment report available to IDC subscribers and for purchase. You can also read our News Release for more details on this recognition.

In today’s competitive landscape, prioritizing customer experience is essential for success, making it crucial for organizations to choose the right professional services partner to help them deliver exceptional experiences that meet customer expectations. This strategic partnership not only requires a firm with technical design expertise but also one that has an understanding of the evolving forces shaping the future of customer experience.

That’s why we are excited to share that Perficient has been named a Major Player in the IDC MarketScape: Worldwide Experience Build Services 2023–2024 Vendor Assessment and IDC MarketScape: Worldwide Experience Design Services 2023–2024 Vendor Assessment reports. These IDC MarketScapes highlight leading global providers of experience build (XB) and experience design (XD) services, offering a framework for organizations to compare vendors based on their product and service offerings, capabilities, strategies, and current/future market success factors.

What Does This Inclusion Mean for Perficient?

Our position in these reports underscores Perficient’s extensive global reach, emphasizing our commitment to digital experience as a crucial factor in differentiating our clients’ strategies. Serving as a trusted partner in experience build and design, we offer specialized capabilities in personalization, data and analytics, service design, and product design. Leveraging our industry experience, tangible innovations, and proprietary assets like Envision Online, we bring about transformative changes in our clients’ organizations, enhancing experiences for all its users.

The IDC MarketScape for Experience Build Services notes, “As an independent digital experience agency, Perficient combines business and technology transformation capabilities including a robust collection of supporting assets and tools, with a focus on the design and build of customer experiences.”

The IDC MarketScape for Experience Design Services outlines that Perficient’s network of global innovation centers “aim to foster creativity, experimentation, collaboration, and continuous improvement among clients, and encourage the development of cutting-edge technologies and solutions.”

What Does This Mean for Our Clients?

This inclusion can continue to strengthen our clients’ trust in us as their partner of choice for experience design and build transformations. Our innovative approach to design allows organizations to move fast, quickly understanding where they stack up against customer expectations and competitors and what they need to do to reach their goals. Our technology and business expertise across multiple CX platforms and partnerships allows us to seamlessly bring that vision into reality with end-to-end delivery across the globe.

To learn more about how we can help in your customer experience transformations, contact us.