Salesforce

On May 21, we’re heading to the Agentforce World Tour in New York — and bringing the future of AI in financial services with us.  If you work in FINS, you know the reality: rising costs, tighter regulatory pressure, fast-changing customer expectations — and a whole lot of uncertainty. Right now, companies aren’t just looking […]

We’re excited to share that Perficient will be on the ground in Minneapolis for Salesforce’s Agentforce World Tour on April 24—and we’re teaming up with Salesforce to kick things off with a special pre-event experience earlier in the day. Two Events, One Big Opportunity There are two events happening on April 24: Exclusive Pre-Event: Salesforce […]

Transitioning from Oracle Eloqua to Salesforce Marketing Cloud (SFMC) is a significant move that can unlock new capabilities, improve personalization, and better align your marketing stack with your broader Salesforce ecosystem. However, it’s not just a matter of copying and pasting your assets over — a successful migration requires thoughtful planning, collaboration, and execution.  Here’s […]

Salesforce continues to lead the CRM landscape in 2025, offering businesses unparalleled capabilities for system integration. Whether connecting with databases, ERP platforms, or customer-facing applications, Salesforce’s integration features empower organizations to achieve seamless workflows and enhance overall efficiency. What is Salesforce Integration? At its core, Salesforce integration links the CRM system with other internal or […]

Before the Agentforce World Tour kicks off at the Marriott City Center, Perficient will host Salesforce’s Digital Regulated Business Strategy team for a focused pre-tour session tailored to leaders in Healthcare Life Sciences, and Financial Services. Held at our Minneapolis office, this exclusive event brings together industry experts and peers for practical conversations around AI, […]

Hello Trailblazers! Salesforce dashboards are powerful tools for data visualization and analysis. Dynamic dashboards, for example, provide real-time insights tailored to each user’s data visibility. Since an organization can only create a limited number of dynamic dashboards, it’s crucial to track and manage them efficiently. This blog will explore various ways to check the number of […]

AI is redefining business, and Agentforce World Tour Denver puts the latest innovations at your fingertips. Straight from Dreamforce, this one-day event delivers hands-on experiences, expert insights, and real-world applications to boost productivity, enhance customer engagement, and streamline operations. Event Details Date: Monday, April 14, 2025 Time: 1:30 p.m. – 5:30 p.m. MT Location: Omni […]

In today’s fast-paced digital world, customer expectations are at an all-time high. Consumers want quick, accurate, and personalized responses, regardless of the communication channel. For businesses aiming to meet these demands, the right customer service solution is crucial. This is where Salesforce AgentForce comes into play. What is Salesforce AgentForce? Salesforce AgentForce is a robust […]

Great teams are built by great leaders, and we’re beyond excited to welcome Jon Pierre “JP” Millan to Perficient as our Key Enterprise Account Executive within our Salesforce Financial Services practice!  JP isn’t just a dynamic sales and business development leader, he’s a competitor, a mentor, and someone who thrives under pressure in and out […]

SFTP?  Isn’t that old? It is an oldie, but a goodie.  🙂 With Data Cloud we can send data to a lot of external data sources like Marketing Cloud Engagement or Amazon S3 through Activation Targets.   But there are times we are working with a destination system like Eloqua or Marketo that has solid support […]

Hello Trailblazers! Accordions are powerful UI components that help organize and display large amounts of content efficiently by allowing users to expand or collapse sections as needed. In Salesforce Lightning Web Components (LWC), the lightning-accordion component provides a built-in way to implement an accordion with minimal effort. This blog will cover everything you need to […]

Imagine you are building a Salesforce application and must ensure that users can only access specific fields based on their profiles or permission sets. You might wonder: can we control field-level security (FLS) from Apex? Explore this topic and understand the possibilities, challenges, and best practices. Understanding Field-Level Security in Salesforce Before we explore Apex, […]