Empathy, Resilience, Innovation, and Speed: The Blueprint for Intelligent Healthcare Transformation

Forrester’s recent report, Becoming An Intelligent Healthcare Organization Is An Attainable Goal, Not A Lost Cause, confirms what healthcare executives already know: transformation is no longer optional.

Perficient is proud to be quoted in this research, which outlines a pragmatic framework for becoming an intelligent healthcare organization (IHO)—one that scales innovation, strengthens clinical and operational performance, and delivers measurable impact across the enterprise and the populations it serves.

Why Intelligent Healthcare Is No Longer Optional

Healthcare leaders are under pressure to deliver better outcomes, reduce costs, and modernize operations, all while navigating fragmented systems and siloed departments. Forrester’s report identifies four hallmarks of intelligent healthcare organizations, emphasizing that transformation is not a destination but a continuous practice.

Breaking Through Transformation Barriers

The journey to transformation requires more than technology; it demands strategic clarity, operational alignment, and a commitment to continuous improvement. Forrester reports, “Among business and technology professionals at large US healthcare firms, only 63% agree that their IT organization can readily reallocate people and technologies to serve the newest business priority; 65% say they have enterprise architecture that can quickly and efficiently support major changes in business strategy and execution.”

Despite widespread investment in digital tools, many healthcare organizations struggle to translate those investments into enterprise-wide impact. Misaligned priorities, inconsistent progress across departments, and legacy systems often create bottlenecks that stall innovation and dilute momentum.

These challenges aren’t just technical or organizational. They’re strategic. Enterprise leaders can no longer sit on the sidelines and play the “wait and see” game. They must shift from reactive IT management to proactive digital orchestration, where technology, talent, and transformation are aligned to business outcomes.

Business transformation is not a fleeting trend. It’s an essential strategy for healthcare organizations that want to remain competitive as the marketplace evolves.

Four Hallmarks of An Intelligent Healthcare Organization (IHO)

To overcome these barriers, healthcare organizations must align consumer expectations, digital infrastructure, clinical workflows, and data governance with strategic business goals.

1. Empathy At Scale: Human-Centered, Trust-Enhancing Experiences

A defining trait of intelligent healthcare organizations is a commitment to human-centered experiences. This is driven by a continuous understanding of consumer needs and supported by strategic technology investments that enable timely, personalized interventions and touchpoints. As Forrester notes, “The most intelligent organizations excel at empathetic, swift, and resilient innovation to continuously deliver new value for customers and stay ahead of the competition.”

Empathy is more than a design principle. It’s a performance driver. Organizations that prioritize human-centered care see higher engagement, better adherence, and stronger loyalty.

Our experts help clients reimagine care journeys using journey sciences, predictive analytics, integrated CRM and CDP platforms, and cloud-native architectures that support scalable personalization. But personalization without protection is a risk. That’s why empathy must extend beyond experience design to include ethical, secure, and responsible AI adoption.

Healthcare organizations face unique constraints, including HIPAA, PHI, and PII regulations that limit the utility of plug-and-play AI solutions. To meet these challenges, we apply our PACE framework—Policies, Advocacy, Controls, and Enablement—to ensure AI is not only innovative but also rooted in trust.

• Policies establish clear boundaries for acceptable AI usage, tailored to healthcare’s regulatory landscape.
• Advocacy builds cross-functional understanding and adoption through education and collaboration.
• Controls implement oversight, auditing, and risk mitigation to protect patient data and ensure model integrity.
• Enablement equips teams with the tools and environments needed to innovate confidently and securely.

This approach ensures AI is deployed with purpose, aligned to business goals, and embedded with safeguards that protect consumers and care teams alike. It also supports the creation of reusable architectures that blend scalable services with real-time monitoring, which is critical for delivering fast, reliable, and compliant AI applications.

Responsible AI isn’t a checkbox. It’s a continuous practice. And in healthcare, it’s the difference between innovation that inspires trust and innovation that invites scrutiny.

2. Designing for Disruption: Resilience as a Competitive Advantage

Patient-led experiences must be grounded in a clear-eyed understanding that market disruption isn’t simply looming. It’s already here. To thrive, healthcare leaders must architect systems that flex under pressure and evolve with purpose. Resilience is more than operational; it’s also behavioral, cultural, and strategic.

Perficient’s Access to Care research reveals that friction in the care journey directly impacts health outcomes, loyalty, and revenue:

• More than 50% of consumers who experienced scheduling friction took their care elsewhere, resulting in lost revenue, trust, and care continuity
• 33% of respondents acted as caregivers, yet this persona is often overlooked in digital strategies
• Nearly 1 in 4 respondents who experienced difficulty scheduling an appointment stated that the friction led to delayed care, and they believed their health declined as a result
• More than 45% of consumers aged 18–64 have used digital-first care instead of their regular provider, and 92% of them believe the quality is equal or better

This sentiment should be a wakeup call for leaders. It clearly signals that consumers expect healthcare to meet both foundational needs (cost, access) and lifestyle standards (convenience, personalization, digital ease). When systems fail to deliver, patients disengage. And when caregivers—who often manage care for entire households—encounter barriers, the ripple effect is exponential.

To build resilience that drives retention and revenue, leaders must design systems that anticipate needs and remove barriers before they impact care. Resilient operations must therefore be designed to:

• Reduce friction across the care journey, especially in scheduling and follow-up
• Support caregivers with multi-profile tools, shared access, and streamlined coordination
• Enable digital-first engagement that mirrors the ease of consumer platforms like Amazon and Uber

Consumers are blending survival needs with lifestyle demands. Intelligent healthcare organizations address both simultaneously.

Resilience also means preparing for the unexpected. Whether it’s regulatory shifts, staffing shortages, or competitive disruption, IHOs must be able to pivot quickly. That requires leaders to reimagine patient (and member) access as a strategic lever and prioritize digital transformation that eases the path to care.

3. Unified Innovation: Aligning Strategy, Tech, and Teams

Innovation without enterprise alignment is just noise—activity without impact. When digital initiatives are disconnected from business strategy, consumer needs, or operational realities, they create confusion, dilute resources, and fail to deliver meaningful outcomes. Fragmented innovation may look impressive in isolation, but without coordination, it lacks the momentum to drive true transformation.

To deliver real results, healthcare leaders must connect strategy, execution, and change readiness. In Forrester’s report, a quote from an interview with Priyal Patel emphasizes the importance of a shared strategic vision:

“Today’s decisions should be guided by long-term thinking, envisioning your organization’s business needs five to 10 years into the future.” — Priyal Patel, Director, Perficient

Our approach begins with strategic clarity. Using our Envision Framework, we help healthcare organizations rapidly identify opportunities, define a consumer-centric vision, and develop a prioritized roadmap that aligns with business goals and stakeholder expectations. This framework blends real-world insights with pragmatic planning, ensuring that innovation is both visionary and executable.

We also recognize that transformation is not just technical—it’s human. Organizational change management (OCM) ensures that teams are ready, willing, and able to adopt new ways of working. Through structured engagement, training, and sustainment, we help clients navigate the behavioral shifts required to scale innovation across departments and disciplines.

This strategic rigor is especially critical in healthcare, where innovation must be resilient, compliant, and deeply empathetic. As highlighted in our 2025 Digital Healthcare Trends report, successful organizations are those that align innovation with measurable business outcomes, ethical AI adoption, and consumer trust.

Perficient’s strategy and transformation services connect vision to execution, ensuring that innovation is sustainable:

• Digital Business Transformation: End-to-end strategies to modernize capabilities, experiences, and platforms
• Consumer Experience Strategy: Designing journeys that build loyalty and advocacy
• Product Strategy and Innovation: Defining digital products that meet emerging expectations
• Digital Operating Models: Structuring teams and systems to deliver at scale
• Change Management Enablement: Preparing people to embrace and sustain transformation

We partner with healthcare leaders to identify friction points and quick wins, build a culture of continuous improvement, and empower change agents across the enterprise.

You May Enjoy: Driving Company Growth With a Product-Driven Mindset

4. Speed With Purpose and Strategic Precision

The ability to pivot, scale, and deliver quickly is becoming a defining trait of tomorrow’s healthcare leaders. The way forward requires a comprehensive digital strategy that builds the capabilities, agility, and alignment to stay ahead of evolving demands and deliver meaningful impact.

IHOs act quickly without sacrificing quality. But speed alone isn’t enough. Perficient’s strategic position emphasizes speed with purpose—where every acceleration is grounded in business value, ethical AI adoption, and measurable health outcomes.

Our experts help healthcare organizations move fast by:

• Designing for agility with composable architectures, MVP+ delivery models, and intelligent automation that compliantly accelerates time-to-value while maintaining clinical integrity
• Aligning digital transformation with value-based care goals, enabling organizations to shift from volume to value through strategic investments that integrate cloud platforms, interoperable systems, and advanced analytics
• Operationalizing AI responsibly to support equitable, secure, compliant, and scalable AI adoption

This approach supports the Quintuple Aim: better outcomes, lower costs, improved experiences, clinician well-being, and health equity. It also ensures that innovation is not just fast. It’s focused, ethical, and sustainable.

Speed with purpose means:

• Rapid prototyping that validates ideas before scaling
• Real-time data visibility to inform decisions and interventions
• Cross-functional collaboration that breaks down silos and accelerates execution
• Outcome-driven KPIs that measure impact, not just activity

Healthcare leaders don’t need more tools. They need a strategy that connects business imperatives, consumer demands, and an empowered workforce to drive transformation forward. Perficient equips organizations to move with confidence, clarity, and control.

Collaborating to Build Intelligent Healthcare Organizations

We believe our inclusion in Forrester’s report underscores our role as a trusted advisor in intelligent healthcare transformation. From insight to impact, our healthcare expertise equips leaders to modernize, personalize, and scale care. We drive resilient, AI-powered transformation to shape the experiences and engagement of healthcare consumers, streamline operations, and improve the cost, quality, and equity of care.

We have been trusted by the 10 largest health systems and the 10 largest health insurers in the U.S., and Modern Healthcare consistently ranks us as one of the largest healthcare consulting firms.

Our strategic partnerships with industry-leading technology innovators—including AWS, Microsoft, Salesforce, Adobe, and more—accelerate healthcare organizations’ ability to modernize infrastructure, integrate data, and deliver intelligent experiences. Together, we shatter boundaries so you have the AI-native solutions you need to boldly advance business.

Ready to advance your journey as an intelligent healthcare organization?

We’re here to help you move beyond disconnected systems and toward a unified, data-driven future—one that delivers better experiences for patients, caregivers, and communities. Let’s connect and explore how you can lead with empathy, intelligence, and impact.

Modern Healthcare has once again recognized Perficient among the largest healthcare management consulting firms in the U.S., ranking us ninth in its 2025 survey. This honor reflects not only our growth but also our commitment to helping healthcare leaders navigate complexity with clarity, precision, and purpose.

What’s Driving Demand: Innovation with Intent

As provider, payer, and MedTech organizations face mounting pressure to modernize, our work is increasingly focused on connecting digital investments to measurable business and health outcomes. The challenges are real—and so are the opportunities.

Healthcare leaders are engaging our experts to tackle shifts from digital experimentation to enterprise alignment in business-critical areas, including:

• Digital health transformation that eases access to care.
• AI and data analytics that accelerate insight, guide clinical decisions, and personalize consumer experiences.
• Workforce optimization that supports clinicians, streamlines operations, and restores time to focus on patients, members, brokers, and care teams.

These investments represent strategic maturity that reshapes how care is delivered, experienced, and sustained.

Operational Challenges: Strategy Meets Reality

Serving healthcare clients means working inside a system that resists simplicity. Our industry, technical, and change management experts help leaders address three persistent tensions:

1. Aligning digital strategy with enterprise goals. Innovation often lacks a shared compass. We translate divergent priorities—clinical, operational, financial—into unified programs that drive outcomes.
2. Controlling costs while preserving agility. Budgets are tight, but the need for speed and competitive relevancy remains. Our approach favors scalable roadmaps and solutions that deliver early wins and can flex as the health care marketplace and consumer expectations evolve.
3. Preparing the enterprise for AI. Many of our clients have discovered that their AI readiness lags behind ambition. We help build the data foundations, governance frameworks, and workforce capabilities needed to operationalize intelligent systems.

Related Insights: Explore the Digital Trends in Healthcare

Consumer Expectations: Access Is the New Loyalty

Our Access to Care research, based on insights from more than 1,000 U.S. healthcare consumers, reveals a fundamental shift: if your healthcare organization isn’t delivering a seamless, personalized, and convenient experience, consumers will go elsewhere. And they won’t always come back.

Many healthcare leaders still view competition as other hospitals or clinics in their region. But today’s consumer has more options—and they’re exercising them. From digital-first health experiences to hyper-local disruptors and retail-style health providers focused on accessibility and immediacy, the competitive field is rapidly expanding.

• Digital convenience is now a baseline. More than half of consumers who encountered friction while scheduling care went elsewhere.
• Caregivers are underserved. One in three respondents manage care for a loved one, yet most digital strategies treat the patient as a single user.
• Digital-first care is mainstream. 45% of respondents aged 18–64 have already used direct-to-consumer digital care, and 92% of those adopters believe the quality is equal or better to the care offered by their regular health care system.

These behaviors demand a rethinking of access, engagement, and loyalty. We help clients build experiences that are intuitive, inclusive, and aligned with how people actually live and seek care.

Looking Ahead: Complexity Accelerates

With intensified focus on modernization, data strategy, and responsible AI, healthcare leaders are asking harder questions. We’re helping them find and activate answers that deliver value now and build resilience for what’s next.

Our technology partnerships with Adobe, AWS, Microsoft, Salesforce, and other platform leaders allow us to move quickly, integrate deeply, and co-innovate with confidence. We bring cross-industry expertise from financial services, retail, and manufacturing—sectors where personalization and operational excellence are already table stakes. That perspective helps healthcare clients leapfrog legacy thinking and adopt proven strategies. And our fluency in HIPAA, HITRUST, and healthcare data governance ensures that our digital solutions are compliant, resilient, and future-ready.

Optimized, Agile Strategy and Outcomes for Health Insurers, Providers, and MedTech

Discover why we been trusted by the 10 largest U.S. health systems, 10 largest U.S. health insurers, and 14 of the 20 largest medical device firms. We are recognized in analyst reports and regularly awarded for our excellence in solution innovation, industry expertise, and being a great place to work.

Contact us to explore how we can help you forge a resilient, impactful future that delivers better experiences for patients, caregivers, and communities.

Hello Trailblazers!

Last week, I had the amazing opportunity to attend the “Salesforce Nagpur Ohana Gathering June 2025.” This Meetup was packed with knowledge-sharing, networking, and inspiration. The event brought together passionate Salesforce professionals and featured insightful sessions from four expert speakers. Each session focused on a crucial aspect of the Salesforce ecosystem—from SOQL optimization to Financial Services Cloud.

In this blog post, I’ll be sharing my personal experiences, key takeaways, and insights into the exciting developments and inspiring moments that made this event unforgettable.

So, stay tuned for all the details—you won’t want to miss it!

Salesforce Nagpur Ohana Gathering June 2025:

The Salesforce Nagpur Ohana Gathering was a power-packed joint event hosted by the Salesforce Architect Group Nagpur and the Salesforce Developer Group Nagpur. This vibrant meetup brought together Trailblazers from across the region to learn, connect, and grow as a community.

The event featured four insightful and engaging sessions, each led by experienced speakers who shared practical knowledge and real-world applications across various Salesforce domains. From advanced SOQL techniques to the latest in Flows and Financial Services Cloud, the sessions catered to both developers and admins, offering something valuable for everyone.

Let’s dive into a quick recap of each session and explore the key takeaways that made this event truly unforgettable.

1. SOQL Secrets: Staying Sharp within Salesforce Limits
   

   This session offered a deep dive into the art of writing efficient SOQL queries while staying within Salesforce’s governor limits. The speaker highlighted common pitfalls that can lead to performance issues, such as unselective queries and poor use of relationships. Real-world examples demonstrated how indexing, selective filters, and query planning can make a huge difference. Whether you’re a beginner or an experienced developer, this talk delivered practical tips to optimize your queries, improve system performance, and avoid hitting those dreaded limits.

2. Working With Large Data Volume

   This session focused on best practices for handling large data volumes (LDV) in Salesforce without compromising performance. The speaker shared insights on data modeling strategies, indexing, and using tools like skinny tables and Big Objects. Techniques such as asynchronous processing, batch Apex, and data archiving were discussed to manage and optimize large datasets effectively. The session served as a valuable guide for developers and admins looking to scale their orgs efficiently while maintaining speed and reliability.

3. Latest Features and Updates in Salesforce Flows

   This session explored the newest enhancements in Salesforce Flows, showcasing how Flow is becoming the go-to automation tool across the platform. The speaker walked through recent updates like reactive components, HTTP callouts from Flow, and new debugging improvements. Real-world use cases illustrated how these features simplify complex business processes without the need for code. Whether you’re an admin or developer, this session highlighted why staying up-to-date with Flow capabilities is key to building smarter, more efficient automations.

4. Financial Services Cloud

   In this session, attendees got an insightful overview of Salesforce Financial Services Cloud (FSC) and how it transforms customer relationship management in industries like banking, insurance, and wealth management. The speaker showcased FSC’s industry-specific data model, features like Actionable Relationship Center, and powerful tools for client onboarding and financial goal tracking. With real-life examples, the session highlighted how FSC helps financial institutions deliver personalized, compliant, and scalable solutions tailored to client needs.

All four sessions were highly informative, providing a wealth of knowledge and practical insights for everyone in attendance.

Quiz Competition, Swag Distribution & Group Photo Moments

After a series of knowledge-packed sessions, the meetup concluded with a lively and interactive quiz competition. Participants enthusiastically put their learnings to the test, answering questions based on the day’s topics. The atmosphere was filled with energy, laughter, and a healthy dose of competition. To celebrate their quick thinking and sharp memory, the top scorers were awarded exciting swag—adding a spark of joy and recognition to the experience.

As the day came to a close, all attendees gathered for a grand group photo, capturing the spirit of the SF Trailblazer Community. With big smiles and loud “CHEESE!” chants, the moment reflected the vibrant connections, shared passion, and collaborative spirit that define the Trailblazer ecosystem.

Here are some of the memorable highlights from the day, captured in photos—each frame telling a story of learning, laughter, and leadership.

Conclusion

The Trailblazer Community Meetup was not just a learning experience, but a reminder of the power of community and continuous growth in the SF ecosystem. The sessions provided practical insights and fresh perspectives that I’m excited to apply in my day-to-day work. Huge thanks to the organizers and speakers for delivering such value-packed content. Looking forward to the next one!

Happy Reading!!

Supplementing Salesforce with Databricks as an enterprise Lakehouse solution brings advantages for various personas across an organization. Customer experience data is highly valued when it comes to driving personalized customer journeys leveraging company-wide applications beyond Salesforce. From enhanced customer satisfaction to tailored engagements and offerings that drive business renewals and expansions, the advantages are hard to miss. Databricks maps data from a variety of enterprise apps, including those used by Sales, Marketing and Finance. Consequently, layering Databricks Generative AI and predictive ML capabilities provide easily accessible best-fit recommendations that help eliminate challenges and highlight success areas within your company’s customer base.

In this blog, I elaborate on the different methods whereby Salesforce data is made accessible from within Databricks. While accessing Databricks data from Salesforce is possible, it is not the topic of this post and will perhaps be tackled in a later blog. I have focused on the built-in capabilities within both Salesforce and Databricks and have therefore excluded 3^rd party data integration platforms. There are three main ways to achieve this integration:

1. Databricks Lakeflow Ingestion from Salesforce
2. Databricks Query Federation from Salesforce Data Cloud
3. Databricks Files Sharing from Salesforce Data Cloud

Choosing the best approach to use depends on your use case. The decision is driven by several factors, such as the expected latency of accessing the latest Salesforce data, the complexity of the data transformations needed, and the volume of Salesforce data of interest. And it may very well be that more than one method is implemented to cater for different requirements.

While the first method copies the raw Salesforce data over to Databricks, methods 2 and 3 offer no-copy alternatives, thus leveraging Salesforce Data Cloud itself as the raw data layer. The no-copy alternatives are great in that they leverage Salesforce’s native capability of managing its own data lake thus eliminating overhead by redoing that effort. However, there are limitations to doing that, depending on the use case. The matrix below presents how each method compares when factoring in the key criteria for integration.

Method	Lakeflow Ingestion	Salesforce Data Cloud Query Federation	Salesforce Data Cloud File Sharing
Type	Data Ingestion	Zero-Copy	Zero-Copy
Supports Salesforce Data Cloud as a Source?	︎ Yes	︎ Yes	︎ Yes
Incremental Data Refreshes	︎ Automated processing into Databricks based on SF standard timestamp fields. Formula fields always require a full refresh of the formulas.	︎ Automated in SF Data Cloud (Requires custom handling if copying to Databricks)	︎ Automated in SF Data Cloud (Requires custom handling if copying to Databricks)
Processing of Soft Deletes	︎ Yes Supported incrementally	︎ Automated in SF Data Cloud (Requires custom handling if copying to Databricks)	︎ Automated in SF Data Cloud (Requires custom handling if copying to Databricks)
Processing of Hard Deletes	✘ Requires a full refresh	︎ Automated in SF Data Cloud (Requires custom handling if copying to Databricks)	︎ Automated in SF Data Cloud (Requires custom handling if copying to Databricks)
Query Response Time	︎ Best as data is queried from a local copy and processed within Databricks	Slower as query response is dependent on SF Data Cloud, and data has to travel across networks	Slower as data travels across networks
Supports Real-Time Querying?	✘ No The pipeline runs on a schedule to copy data for example, hourly, daily, etc.	︎ Yes Live query execution on SF Data Cloud (Data Cloud DLO is refreshed from Salesforce modules either in batches, streaming (every 3 min), or in real-time.)	︎ Yes Live data sourced from SF Data Cloud (Data Cloud DLO is refreshed from Salesforce modules either in batches, streaming (every 3 min), or in real-time.)
Supports Databricks Streaming Pipelines?	︎ Yes, With Declarative Pipelines into Streaming tables (DLT) (runs as micro-batch jobs)	✘ No	✘ No
Suitable for High Data Volume?	︎ Yes SF Bulk API is called for high data volumes such as initial loads, and SF REST API is used for lower data volumes such as limited data volume incremental loads.	✘ No Reliant on JDBC Query Pushdown limitations and SF performance	Moderate This method is more suitable than Query Federation when it comes to zero-copy with high volumes of data.
Supports Data Transformation	No direct transformation. Ingests SF objects as is. Transformation happens downstream in the Declarative Pipeline.	︎ Yes. DBRX pushes queries over to Salesforce using JDBC protocol.	︎ Yes. Transformations execute on Databricks compute
Protocol	SF REST API and Bulk API over HTTPS	JDBC over HTTPS	Salesforce Data Cloud DaaS APIs over HTTPS (file-based access)
Scalability	Up to 250 objects per pipeline. Multiple pipelines are allowed.	Depending on SF Data Cloud performance when running transformation with multiple objects	Up to 250 Data Cloud objects may be included in a data share. Up to 10 data shares.
Salesforce Prerequisites	API-enabled Salesforce user with access to desired objects	Salesforce Data Cloud must be available. Data Cloud DMOs mapped to DLOs with Streams or other methods for Data Lake population. Enable JDBC API access to Data Cloud.	Salesforce Data Cloud must be available. Data Cloud DMOs mapped to DLOs with Streams or other methods for Data Lake population. Data share target is created in SF with shared objects.

If you’re looking for guidance on leveraging Databricks with Salesforce, reach out to Perficient for a discussion with Salesforce and Databricks specialists.

Choosing the right healthcare provider shouldn’t be a guessing game. With Salesforce Health Cloud’s out-of-the-box provider search functionality, organizations can empower both support staff and patients to quickly and accurately locate in-network providers that match specific needs without complicated custom code. 

In our latest demo, Jideofor Onyeneho, Lead Technical Consultant, and Lauren Faig, Salesforce Solution Architect, walk through two real-world use cases that showcase the flexibility and depth of provider search within Salesforce: internal customer service and external patient self-service. 

Two Use Cases, One Core Tool

1. Internal Support for Customer Service Teams
When patients call in for help finding care, your team can easily filter in-network providers by:

• Specialty and subspecialty (e.g., Primary Care, Chiropractic) 
• Facility location and distance (e.g., within 5 miles of a zip code) 
• Availability (e.g., accepting new patients) 
• Identifiers like NPI 

In just a few clicks, agents surface providers with operating hours, facility affiliations, and contact details—streamlining support and improving outcomes. Additional options like Gender Preference, Insurance validations and accepting new patient validations are also available. 

2. Patient Self-Service via Experience Cloud
Patients can access the same powerful search capabilities through a branded Experience Cloud portal, either public-facing or behind login. They can:

• Search by provider name, specialty, or location 
• Filter by language, insurance plan, or other custom fields 
• View detailed provider and facility information 

It’s a seamless way to deliver 24/7 access and empower patients to make informed decisions about their care while minimizing out of pocket expenses and patient leakage by reducing results that prompt out of network care.  

Built with Standard Salesforce Tools 

What’s under the hood? Mostly point-and-click configuration. 

This demo uses the Care Provider Searchable Field object to manage search inputs like provider name, specialty, NPI, and facility name. Nearly all of the demo functionality is built using standard Salesforce tools, minimizing complexity while maximizing value. 

Need more advanced functionality? Customization and integrations are always possible depending on your organization’s goals. 

Let’s Talk About What This Could Look Like for You 

Whether you’re just getting started with provider network management or looking to optimize an existing system, we’re here to help. Perficient’s Salesforce experts are ready to tailor a solution that aligns with your operational, compliance, and growth priorities. 

Reach out to us today to schedule a conversation or request a personalized demo. 

The New Expectations in Medical Device Marketing

Today’s providers and patients expect more than just innovative products—they want personalized, value-driven experiences. Much of this shift is influenced by consumer experiences in other industries. From online retail to financial services, B2C brands have redefined personalization, speed, and convenience—raising expectations across all sectors, including healthcare. 

Despite this shift, many medical device marketing efforts still rely on outdated tactics that no longer meet modern demands or regulatory requirements. To stay competitive, leading medical device companies are: 

• Connecting every touchpoint
• Building seamless digital journeys
• Delivering timely, relevant, and compliant communications 

They are modernizing field marketing, improving sales support, and fostering trusted engagement at scale—with the right digital marketing platform. 

Why Salesforce Marketing Cloud?

In an industry where personalized engagement, regulatory compliance, and speed-to-market are critical, Salesforce Marketing Cloud offers the flexibility and scalability medical device companies need to stay ahead. 

As consumer brands raise the bar for digital experiences, healthcare organizations must adapt to meet these expectations. Salesforce Marketing Cloud enables you to: 

• Unify and activate first-party data across your CRM
• Segment audiences for targeted, personalized campaigns
• Automate marketing across email, ads, mobile, and web
• Deliver real-time personalization at every touchpoint
• Power ABM and lead generation strategies
• Leverage AI-driven insights to optimize spend and performance
• Increase team productivity with built-in Agentforce and AI tools 

The platform helps create meaningful, compliant, and personalized interactions with both healthcare providers and patients. 

How Perficient’s Salesforce Marketing Cloud Solution for Medical Devices Helps

With over 15 years of experience building Salesforce solutions for medical device organizations, Perficient understands the industry’s unique challenges and opportunities. 

Our Salesforce Marketing Cloud for Medical Devices solution enables you to strengthen acquisition, conversion, and nurture campaigns through better data analysis, actionable insights, and strategic execution. You can: 

• Increase conversion and adoption by educating and building relationships with healthcare professionals and patients
• Boost product sales with optimized buying journeys and enhanced sales and marketing tools
• Reduce call center volume and increase satisfaction through self-service options
• Improve adherence and outcomes by educating patients on proper device usage 

If your marketing feels disconnected or you’re struggling to prove business value, Perficient can help. Let’s modernize your marketing, elevate your engagement strategy, and make every campaign smarter. 

Dreamforce isn’t just a tech conference. It’s the Super Bowl of Salesforce. The Oscars of AI. The Coachella of cloud computing. And if you’re heading to San Francisco October 14–16 (or tuning in via Salesforce+), we’ve got your back with the only guide you need. 

Whether it’s your first time or your fifteenth, this year’s Dreamforce is a whole new beast. With Salesforce going all-in on Agentforce and AI, the stakes and opportunities are sky-high. Here’s what you need to know before you touch down in the Bay. 

First: What Is Dreamforce? 

Dreamforce brings together more than 180,000 Salesforce professionals, customers, developers, architects, marketers, and executives in San Francisco and online. Over three days, attendees can expect 1,000+ sessions, keynotes, workshops, and networking opportunities, plus a few surprise celebrity appearances. 

You’ll see real AI in action, learn what’s next for Salesforce, and leave with new ideas, new contacts, and practical tools you can put to work right away. 

What’s New This Year? 

This year’s Dreamforce is all about putting AI and solutions like Agentforce to work across the business. 

Here’s what to watch: 

• AI agents built to support teams across departments 

• Real-time data integrated into daily operations 

• The next stage of the Agentforce platform and how it’s being used 

As a member of the Agentforce Partner Network, Perficient will be there to show what this looks like in action with practical solutions and clear outcomes. 

Perficient at Dreamforce 2025: Where to Find Us 

We’re focused on quality conversations in the right settings. Here’s where we’ll be connecting: 

• Keynote Watch Party: Join us for a relaxed start to the day with breakfast, coffee, and space to digest the big announcements together. 

• Client Lunches + Executive Sessions: By invitation, focused on real business challenges and AI strategy. 

• Happy Hours at The Wine Society and Chotto Matte: Good food and drinks with the right people in the room. 

We’ll also be showcasing our latest PrecisionIQ Assessment tools designed to help you assess where you are and what’s next. 

Spots are limited.  Visit our Dreamforce Resource Center to make sure you’re on the list and in the loop. 

Who’s Taking the Stage? 

Who’s Taking the Stage at Dreamforce 2025? 

This year’s speaker lineup blends tech visionaries with cultural icons, and it’s shaping up to be one of the most memorable yet. Here are just a few names you’ll see on stage: 

• Andrew Ng – Founder of DeepLearning.AI and leading voice in AI innovation 

• Tekedra Mawakana – Co-CEO of Waymo, pushing the boundaries of autonomous technology 

• Ellen Pompeo – Actress, producer, and advocate for equity and mental health 

• Jesse Eisenberg – Academy Award-nominated actor, filmmaker, and playwright 

• America Ferrera – Award-winning actor and director known for championing inclusive storytelling 

• Rob Lowe – Hollywood icon, producer, and author with a sharp eye for leadership and reinvention 

From deep dives into AI to fresh takes on leadership, creativity, and innovation. This lineup brings both insight and star power. Don’t miss it. 

Where to Stay (Don’t Wait!) 

Hotels go fast during Dreamforce. If you haven’t booked yet, here are your best options: 

• Stay near Moscone for easy access and shorter days. 

• Check Salesforce’s preferred hotel list when you register. 

• Look at Airbnb or hostels if you’re on a budget but still want to stay central. 

• Consider staying outside the city and using BART to commute 

Wherever you land, book soon. Prices will only climb as October gets closer. 

Don’t Forget the Parties 

Dreamforce doesn’t end when the sessions do. The evenings are packed with energy, music, and networking. 

• Dreamfest – The main event: a massive concert with an A-list performer (past headliners include Metallica, Foo Fighters, and the Red Hot Chili Peppers). 

• Pop-up parties are unannounced events and surprise performances that happen throughout the city.  

• Partner events like ours are curated gatherings built for real conversations, great food, and meaningful connections. 

If you’re coming to Dreamforce, come ready for both the business and the after-hours. 

Final Tips from Team Perficient 

• Plan ahead. Have a schedule but leave room for spontaneous moments. They’re often the most valuable. 

• Pack smart. Bring a backup charger and shoes you can walk in all day. 

• Don’t forget the livestream. If you’re tuning in via Salesforce+, you’ll still get high-quality content and key announcements. 

Save the Dates 

October 14–16, 2025 | San Francisco + Salesforce+ 

Our full Dreamforce schedule is available now: don’t wait to sign up, space for our events go quickly! 

How to Choose the Right Marketing Automation Platform

Today’s marketers are under more pressure than ever: deliver highly personalized customer experiences, drive revenue growth, and do it all with fewer resources. Marketing automation platforms promise to help. 

At a first glance, Salesforce Marketing Cloud Engagement and Oracle Eloqua seem similar. But look closer, and key differences emerge—ones that can directly impact your marketing performance, customer experience, and ability to scale. In our latest guide, we break down exactly how these two platforms compare across four critical areas.

Marketing Cloud Engagement vs. Oracle Eloqua: What to Consider

Not all marketing platforms are created equal. Choosing the right solution is a strategic decision—one that should align with your business goals today and in the future. When comparing Marketing Cloud Engagement vs. Oracle Eloqua, focus on these four critical dimensions:

• Personalization and AI Capabilities: How deeply does the platform leverage AI for predictive insights, dynamic content delivery, and audience segmentation?
• Integration and Connected Ecosystems: Does the platform easily integrate with your CRM, sales systems, and broader MarTech stack to ensure unified data and automation?
• Customer Journey Orchestration: Can it enable intuitive journey mapping, multichannel engagement, and real-time optimization to respond to customer behaviors?
• Scalability and Flexibility: Will the platform grow with your business needs—supporting evolving workflows, customer demands, and new go-to-market strategies?

Download the Full Comparison Guide

Salesforce Marketing Cloud Engagement and Oracle Eloqua each bring strengths to the table—but which is better for your business? Download our guide for details Marketing Cloud Engagement vs. Oracle Eloqua comparison, expert insights, and the key questions you need to ask before making a decision.

In the first part of this series, we covered how to connect a mobile app to Marketing Cloud Personalization using Salesforce’s Mobile SDK. In this post, we’ll explore how to send catalog items from the mobile app to your dataset.

What’s new on the DemoApp?

Since the last post, I made some changes in the app. The app is connected to a free NASA API where takes information from the Mars Rover Photos connection. This connection returns an array of images taken on a specific earth’s date. For the demo purposes I’m only using the first record on that array. This  API is designed to collect image data gathered by NASA’s Curiosity, Opportunity, and Spirit rovers on Mars. The API make it more easily available to other developers, educators, and citizen scientists.

The app has two different views, the main view and the display image view. In the main view, the user picks the Earth’s date and the app sends it to the API to retrieve a picture. The second view displays the picture along with some information (see image below). The goal here is to send the item (the picture and its information) to Personalization.

The role of Personalization’s Event API

Marketing Cloud Personalization provides an Event API that sources use to send event data to the platform, where the event pipeline processes it. Then you can return Campaigns data that can be served to the end user. Developers cannot use of this API to handle mobile application events.

“The Personalization Mobile SDK has separate functionality used for mobile app event processing, with built-in features that are currently unavailable through the Event API.”

So, we can eliminate possibility to use the Event API in this use case.

Tracking Items

Tracking items is an important part of any Personalization implementation. Configure the Catalog Object so that it log and event when a user has viewed productFor example, imagine you have an app that sells the sweaters you knit. You want to know how many users go to “Red and Blue Sweater” product. With that information you can promote other products that those users might like, so they will be more likely to buy from you.

There are two ways to track items and actions. Track catalog objects like Products, Articles, Blogs and Categories (which are the main catalog objects in Personalization) and you can also add Tags as a related catalog objects for those I name before.

You can also track actions like AddToCard, RemoveFromCart and Purchase.

Process Catalog Objects/Item Data

In order to process the catalog and item data we are going to sent from our mobile application, we need to activate the Process Item Data from Native Mobile Apps . This option will make it possible for Personalization to process the data. By default Personalization ignores all the mobile catalog data that it receives.

To activate this functionality, hover over SETTING > GENERAL SETUP > ADVANCE OPTIONS > Activate Process Item Data from Native Mobile Apps

The SDK currently works for Products, Articles and Blogs, those are called Items. They will be able to track purchases, comments, or views. They also will be able to relate with other catalog objects like brand, category and keyword.

Methods to process item data

The following methods are used to track the action of the users viewing and Item or the detail of and item. The web comparison for these methods are the SalesforceInteractions.CatalogObjectInteractionName.ViewCatalogObject and the SalesforceInteractions.CatalogObjectInteractionName.ViewCatalogObjectDetail

viewItem: and viewItem:actionName:

These methods track when a user views an item. Personalization will automatically track the time spent viewing the item while the context, app, and user is active. The item will remain the one viewed until this method or viewItemDetail  are called again. See documentation Here

The second method have the actionName  parameter that is use for different action name to distinguish this View Item.

evergageScreen?.viewItem(_ item: EVGItem?)
evergageScreen?.viewItem(_ item: EVGItem?, actionName: String?)

View Item Interaction in the Event Stream:

View Item interaction using the actionName parameter

EVGItem is an abstract base class. An item is something in the app that users can view or otherwise engage with. Classes like EVGProduct or EVGArticle inherits from this class

The question mark at the end of String and EVGItem  means that the value is optional or can be  nil . The last one can happen to the EVGItem  if have some invalid value.

viewItemDetail: and viewItemDetail:actionName:

These methods track details when a user views an item, such as looking at other product images or opens the specifications tab. Personalization will automatically track the time spent viewing the item while the context, app, and user is active. The item will remain the one viewed until this method or viewItem:  are called again.

The second method have the actionName  parameter that its use for different action name to distinguish this View Item Detail.

evergageScreen?.viewItemDetail(_ item: EVGItem?)
evergageScreen?.viewItemDetail(_ item: EVGItem?, actionName: String?)

View Item Detail interaction in the Event Stream:

View Item Detail interaction but using the actionName parameter:

Now we have define those EVGItem objects with the actual catalog object we want to track Blog / Category / Articles / Product.

The EVGProduct Class

By definition, a Product is an item that a business can sell to users.  Products can be added to EVGLineItem objects when they have been ordered by the user.

We have a group of initializers we can use to create an Evergage product and send it back to Personalization. The EVGProduct class have variety of methods we can use. For this post I will show the most relevant to use.

Something important to remember is that in order to use classes like EVGProduct or EVGArticle, we need to import the Evergagelibrary.

The productWithId: method

The most basic of them all, we just need to pass the ID of the product and that’s it. This can be useful if we don’t want to provide too much information.

evergageScreen?.viewItem(EVGProduct.init(id: "p123"))

The productWithId:name:price:url:imageUrl:evgDescription: method

Builds an EVGProduct, including many of the commonly used fields. This constructor use the id, name, price, url, image and description fields of the Product catalog object.

As a reminder , I’m building my Product catalog object using the images from the Mars Rover Photos with some other attributes that we got in the response from the API

For this constructor, the values I’m sending in the parameters are:

• The ID of the image returned in the JSON
• The full name of the camera that took the photo
• A price of 10 (just because this needs a value here)
• The image URL returned in the JSON
• A description I made using the earth, landing and launching dates.

All I just have to do is pass the new item using any of the method we use to track item data.

let item : EVGItem = EVGProduct.init(id:String(id),
                                      name: name,
                                      price: 10,
                                      url: url,
                                      imageUrl: imageUrl,
                                      evgDescription: "This is a photo taken form \(roverName). Earth Date: \(earthDate). Landing Date: \(landingDate). Launch Date: \(launchDate)")
        
 evergageScreen?.viewItemDetail(item)

The item declaration ir correct since EVGProduct inherits from EVGItem.

After populating the information, the catalog object will look like this inside Marketing Cloud Personalization:

The productFromJSONDictionary: method

As the name says it creates an EVGProduct from the provided JSON dictionary. A JSON dictionary is an array of key-value pair in the form [String : Any] where you add attributes from the Product catalog object.

let productDict : [String : Any] = [
           "_id": String(id),
           "url": url,
           "name": name,
           "imageUrl": imageUrl,
           "description": "This is a photo taken form \(roverName). Earth Date: \(earthDate). Landing Date: \(landingDate). Launch Date: \(launchDate)",
           "price": 10,
           "currency": "USD",
           "inventoryCount": 2
]

let itemJson: EVGItem? = EVGProduct.init(fromJSONDictionary: productDict)
evergageScreen?.viewItemDetail(itemJson, actionName: "User did specific action")

Then you can initialize the EVGProduct object with the constructor that uses the fromJSONDictionary parameter.

The last step here will be sent the action with the viewItemDetail method.

This is how the record should look like after the creation in the dataset.

Final Class

This is how our class will look with the methods to sent the item interactions.

Bonus: How to set attributes values?

Imagine you also want to set attributes to sent to personalization like first name, last name, email address or zip code. If you want to do that, all you need to do its to use the setUserAttribute method inside the AppDelegate class or after the user logs in. We used this class to pass the id of the user and to set the datasetID.

After the user logs in you can pass the information you need to personalization The setUserAttribute:forName: sets an attribute (a name/value pair) on the user. The next event will send the new value to the Personalization dataset.

evergage.setUserAttribute("attributeValue", forName: "attributeName")

//Following the example
evergage.userId = evergage.anonymousId
evergage.setUserAttribute("Raul", forName: "firstName")
evergage.setUserAttribute("Juliao", forName: "lastName")
evergage.setUserAttribute("raul@gmail.com", forName: "emailAddress")
evergage.setUserAttribute("123456", forName: "zipCode")

The set attributes event:

The Customer’s Profile view

Conclusion: Syncing Your Mobile App’s Catalog with Personalization

To wrap things up, setting up Articles, Blogs, and Categories works pretty much the same way as setting up Products. The structure stays consistent—you just have to keep in mind that each one belongs to a different class, so you’ll need to tweak things slightly depending on what you’re working with.

That said, one big limitation to note is that you can’t send custom attributes in catalog objects, even if you try using the JSON dictionary method. I tested a few different approaches, and unfortunately, it only supports the default attributes.

Also, the documentation doesn’t really go into detail about using other types of catalog objects outside of Articles, Blogs, Products, and Categories. It’s unclear if custom catalog objects are supported at all through the mobile SDK, which makes things a bit tricky if you’re looking to do something more advanced.

In part 3 we are going to take a look at how to set push notifications and mobile campaigns.

Salesforce Apex is a versatile programming language that empowers developers to automate processes, customize functionalities, and build dynamic applications. However, while working with Apex, developers often encounter a common hurdle: Mixed DML Operations. This restriction can be frustrating if not understood properly. In this blog, we’ll explore what Mixed DML Operations are, why they occur, and how to handle them effectively. By the end, you’ll have a clear understanding of how to avoid this issue and write efficient Apex code.

What Are Mixed DML Operations?

In Salesforce, developers use DML (Data Manipulation Language) operations to insert, update, delete, or upsert records in the database. They perform these operations on setup objects (e.g., User, Group, Group Member) and non-setup objects (e.g., Account, Contact, Custom Objects).

A Mixed DML Operation occurs when you attempt to perform DML operations on both setup and non-setup objects within the same transaction. Salesforce applies this restriction to protect data integrity and avoid potential conflicts in the database.

Why Does Salesforce Enforce This Restriction?

Salesforce enforces this restriction because setup and non-setup objects reside in separate database tables. Mixing DML operations on these objects in a single transaction can lead to inconsistencies, deadlocks, or other database issues. To prevent such problems, Salesforce throws a runtime error when it detects a Mixed DML Operation.

Example of a Mixed DML Operation

Let’s consider a practical example to illustrate this issue. Suppose you want to create a new User and a new Account in the same transaction. Here’s how the code might look:

Apex

public class MixedDMLExample
{
    public static void createUserAndAccount()
    {
        // Create a new User (Setup Object)
        User newUser = new User(
            FirstName = 'John',
            LastName = 'Doe',
            Email = 'john.doe@example.com',
            Username = 'john.doe@example.com',
            Alias = 'jdoe',
            TimeZoneSidKey = 'America/Los_Angeles',
            LocaleSidKey = 'en_US',
            EmailEncodingKey = 'UTF-8',
            ProfileId = '00eXXXXXXXXXXXXXX', // Replace with a valid Profile ID
            LanguageLocaleKey = 'en_US'
        );
        insert newUser; // DML operation on a setup object

        // Create a new Account (Non-Setup Object)
        Account newAccount = new Account(
            Name = 'Test Account'
        );
        insert newAccount; // DML operation on a non-setup object
    }
}

When you execute this code, Salesforce will throw the following error:

System.DmlException: Insert failed. First exception on row 0; first error: MIXED_DML_OPERATION, DML operation on setup object is not permitted after you have updated a non-setup object (or vice versa)

This error occurs because the code attempts to perform DML operations on both a setup object (‘User’) and a non-setup object (‘Account’) in the same transaction.

How to Handle Mixed DML Operations

To avoid the Mixed DML Operation error, you need to separate the DML operations on setup and non-setup objects into different transactions. Salesforce provides several techniques to achieve this.

1.Use ‘System.runAs()’ for Setup Objects

The ‘System.runAs()’ method allows you to execute code in the context of a specific user. You can use this approach to isolate DML operations specifically for setup objects. Modify the previous example:

Apex

public class MixedDMLExample {
    public static void createUserAndAccount() {
        // Create a new User (Setup Object)
        User newUser = new User(
            FirstName = 'John',
            LastName = 'Doe',
            Email = 'john.doe@example.com',
            Username = 'john.doe@example.com',
            Alias = 'jdoe',
            TimeZoneSidKey = 'America/Los_Angeles',
            LocaleSidKey = 'en_US',
            EmailEncodingKey = 'UTF-8',
            ProfileId = '00eXXXXXXXXXXXXXX', // Replace with a valid Profile ID
            LanguageLocaleKey = 'en_US'
        );

        // Use System.runAs() to isolate the DML operation on the setup object
        System.runAs(new User(Id = UserInfo.getUserId())) {
            insert newUser;
        }

        // Create a new Account (Non-Setup Object)
        Account newAccount = new Account(
            Name = 'Test Account'
        );
        insert newAccount; // DML operation on a non-setup object
    }
}

By wrapping the DML operation on the ‘User’ object inside ‘System.runAs()’, you ensure that it runs in a separate context, avoiding the Mixed DML Operation error.

2. Use Future Methods

Another approach is to use the ‘@future’ annotation to execute DML operations on setup objects asynchronously. This separates the transactions and avoids the Mixed DML Operation error.

Apex

public class MixedDMLExample {
    public static void createUserAndAccount() {
        // Create a new Account (Non-Setup Object)
        Account newAccount = new Account(
            Name = 'Test Account'
        );
        insert newAccount; // DML operation on a non-setup object

        // Call a future method to handle the setup object DML
        createUserAsync();
    }
}

@future
public static void createUserAsync() {
    // Create a new User (Setup Object)
    User newUser = new User(
        FirstName = 'John',
        LastName = 'Doe',
        Email = 'john.doe@example.com',
        Username = 'john.doe@example.com',
        Alias = 'jdoe',
        TimeZoneSidKey = 'America/Los_Angeles',
        LocaleSidKey = 'en_US',
        EmailEncodingKey = 'UTF-8',
        ProfileId = '00eXXXXXXXXXXXXXX', // Replace with a valid Profile ID
        LanguageLocaleKey = 'en_US'
    );
    insert newUser; // DML operation on a setup object
}

In this example, the developer moves the DML operation on the ‘User’ object to a future method, which runs asynchronously and avoids the Mixed DML Operation error.

Best Practices to Avoid Mixed DML Errors:

1. Separate Setup and Non-Setup DML Operations: Always make sure to run DML operations on setup and non-setup objects in different transactions.
2. Use ‘System.runAs()’ for Setup Objects: This is a simple and effective way to isolate DML operations on setup objects.
3. Leverage Future Methods: For complex scenarios, use ‘@future’ methods to handle setup object DML operations asynchronously.
4. Plan Your Transactions: Carefully design your code to avoid mixing DML operations on different types of objects.

Conclusion

Mixed DML Operations are a common challenge in Salesforce development, but with a clear understanding of the restrictions and the right techniques, you can easily overcome them. By separating DML operations on setup and non-setup objects using ‘System.runAs()’ or future methods, you can ensure that your code runs smoothly without encountering runtime errors.

Understanding and applying Salesforce best practices is essential for developing applications that perform optimally and scale efficiently. With this knowledge, you’re now equipped to handle Mixed DML Operations like a pro. Happy coding!

Perficient Leads with Strategy at the 3M Open

AI may dominate the executive agenda—but for many organizations, it’s failing to deliver real transformation. 

While 84% of CIOs list AI as a top business priority, just 11% have achieved full-scale adoption, and only 12% of employees feel properly trained. The result? AI initiatives stall, internal skepticism rises, and the promise of innovation gets buried under fatigue.

That’s why this July, Perficient is partnering with Salesforce to bring 60 senior executives together at the 3M Open. Over four days of candid conversation and collaborative strategy, we’ll help leaders move past pilot paralysis and define what a meaningful, AI-first transformation strategy really looks like.

Rethinking the Narrative: How AI-First Transformation Strategies Create Value

The most successful organizations aren’t using AI just to automate—they’re using it to fundamentally reimagine how they deliver value. 

Employees using autonomous agents are 72% more likely to feel “very productive,” freeing time for high-value, strategic work. In contrast, those without agents spend nearly 40% more time on administrative tasks. The companies seeing these gains aren’t just adding tools—they’re rethinking culture, workflows, and priorities around an AI-first strategy that puts people and data at the center.

What sets these organizations apart?

• Radical transparency: Leaders are proactively communicating how AI supports—not replaces—their people. That clarity accelerates adoption.
• Internal innovation: Before going to market with AI-powered offerings, they optimize internally first. Think sales enablement, client operations, and process automation.
• CIO-led momentum: Sitting at the crossroads of technology, data, and strategy, the CIO plays a pivotal role in leading AI-first enterprise-wide transformation.

Turning Potential into Performance: Operationalizing an AI-First Transformation Strategy

But even the most visionary AI strategy can collapse without the right digital foundation. Too many businesses start with automation before addressing the fundamentals—poor data quality, disconnected systems, and organizational resistance—which quickly derail momentum. 

That’s where our Salesforce PrecisionIQ Assessment comes in. It’s more than a platform audit—it’s a purpose-built evaluation to accelerate your AI-first transformation strategy.

Our two-part solution helps organizations:

• Identify and eliminate technical debt
• Surface data governance gaps
• Align people, process, and technology around a unified AI transformation roadmap

Whether you’re still exploring AI pilots or scaling enterprise-wide adoption, we help organizations build a strategy that moves from experimentation to measurable impact. It’s this outcome-driven approach that earned Perficient recognition as a Gold Globee winner for Best Artificial Intelligence Service Provider—because we don’t just consult; we deliver. 

Let’s Connect at the 3M Open: Where AI-First Transformation Strategies Take Shape

The next wave of enterprise innovation demands more than just technology—it demands alignment and clarity. If you’re attending the 3M Open, let’s get you connected to our onsite leadership team. Together with Salesforce, we can help you navigate the realities of enterprise AI and design an AI-first transformation strategy that turns fatigue into results.

We’re heading to Agentforce World Tour Boston to connect, learn, and talk AI-first strategy. 

As the momentum around generative AI grows, so does the urgency to act. Companies across healthcare, life sciences, and financial services are under pressure to operationalize it without adding risk or complexity. 

If you’re joining us in Boston, here’s what you need to know: 

• Date: Thursday, June 26, 2025 | 9:00 a.m. to 5:00 p.m. ET 

• Location: Boston Convention and Exhibition Center, 415 Summer St, Boston, MA 02210 

• Registration: Free, but required 

Why Attend?
Agentforce World Tour Boston is a one-day, free event packed with over 95 expert-led sessions, live demos, and hands-on training. You’ll explore how to activate personalized, data-driven AI agents that work 24/7, improving efficiency, accelerating time-to-value, and driving real business outcomes. 

Whether you’re deep into your AI journey or just starting out, this event is a chance to learn directly from Salesforce product leaders, industry experts, and trailblazing customers who are already seeing results. 

Get insight from the minds behind the innovation, with a speaker lineup designed to inspire and inform: 

• Joe Ferraro, VP, Product Management, Life Sciences Cloud 

• Dani Fu, VP, Professional Services Leader 

• Connor Marsden, President, Sales 

• Kate McArdle, SVP, Solutions 

See What AI Can Really Do.
Agentforce World Tours are more than sessions; it’s a full-day immersion into what AI can deliver across industries. Explore real-world use cases across healthcare and life sciences, financial services, and tech as you learn from peers, uncover emerging trends, and walk away with strategies to scale impact. 

Not Sure Where to Start? The PrecisionIQ Assessment Can Help. 

After a day full of big ideas and possibilities, it’s easy to feel a little overwhelmed. If you’re wondering how to turn it all into action, our PrecisionIQ Assessment is a great place to start. The PrecisionIQ Assessment is a Salesforce health check showing where your organization stands, identifying gaps, and pinpointing where AI can drive the most value. You’ll walk away with clear, practical next steps to move forward with confidence. 

What’s Included:
We offer two levels of support depending on your business needs: 

• Complimentary Quick Assessment (3–5 days): This free option includes a Salesforce health check using automated tools, a technical walkthrough of key findings, and early recommendations focused on cost savings and platform optimization. 

• In-Depth Engagement (2–5 weeks): For teams looking to dive deeper, this paid service builds on the quick assessment and adds a comprehensive usage review, adoption planning, and a clear roadmap for scaling. You’ll also get tailored guidance to reduce technical debt, prep your data for AI, and align your Salesforce strategy with future goals. 

Let’s Connect in Boston.
Planning to attend? Let us know! Send us a note, and we’ll set up time for a quick coffee or chat during the event. We’d love to hear about your AI goals and share what we’re seeing in the market. 

Thought Leadership and Events  

• Salesforce + Informatica: What It Means for Data Cloud and Our Customers 

• Unlock More from Salesforce with the PrecisionIQ Assessment 

• Perficient at Connections 2025