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 

Salesforce is about to launch Agentforce 3.0, and it marks a major leap forward in how enterprises manage a hybrid workforce of humans and AI agents. The platform is designed to help organizations scale digital labor with more visibility, more flexibility, and more trusted AI performance. 

Launching June 23 on Salesforce+, Agentforce 3.0 introduces: 

• A powerful new Command Center for managing human and AI collaboration in real time 

• Open standards support (MCP + A2A) to connect seamlessly across tools and systems 

• 50+ agents in the expanded AgentExchange 

• 20+ prebuilt actions to accelerate deployment across industries 

• An upgraded Atlas Reasoning Engine for faster, smarter AI decisions 

• Deep integration with Data Cloud for real-time data access 

Perficient Is an Agentforce Partner Network Member 

As a certified Agentforce Partner, Perficient is helping clients prepare now. We bring expertise, tools, and hands-on support to help you get ahead of the curve before the update goes live. 

Watch the Launch on Salesforce+ 

Don’t miss the official reveal, streaming live: June 23 at 9:00 a.m. PT on Salesforce+.

The Great Marketing Evolution

Marketing today is no longer about sending the right message—it’s about delivering that message at the right moment. Customers expect brands to anticipate their needs, adapt quickly, and deliver personalized experiences without feeling intrusive. The companies that succeed? They’re not guessing. They’re using data and automation to stay ahead. 

But making the leap from fragmented campaigns to connected experiences isn’t easy. Some organizations are stuck in an endless cycle of marketing automation platform evaluation, while others invest in tools they never fully activate—or that ultimately limit their growth.

So, what separates success from stagnation? Speed-to-activation and the ability to personalize at scale.

Why Speed, Personalization—and Marketing Automation Platform Evaluation—Matter

High-performing teams are launching campaigns in weeks—not quarters—while delivering deeply personalized customer journeys. The difference isn’t just technology—it’s how they choose and use it.

A strategic marketing automation platform evaluation begins by identifying gaps in your current approach and aligning technology and processes to real business goals. Success hinges on a few key criteria:

• Personalization & AI Capabilities: Can the platform deliver dynamic, data-driven experiences and predictive insights?
• Integration & Connected Ecosystems: Will it unify your CRM, sales tools, and broader MarTech stack?
• Customer Journey Orchestration: Does it support intuitive mapping, multichannel engagement, and real-time responsiveness?
• Scalability & Flexibility: Can it grow with your business and adapt to changing workflows?

If these are tough questions to answer—or if your tools aren’t delivering results—it might be time for a smarter approach.

Perficient’s Proven Approach to Marketing Automation Platform Evaluation

Our marketing automation platform evaluation is designed to move you from indecision to activation. Whether you’re assessing new solutions or trying to get more from what you already have, Perficient helps you align your platform to business outcomes fast.

For those considering Salesforce Marketing Cloud, we offer jumpstarts to increase time-to-value:

• Marketing Cloud Workshop: Understand key capabilities and define a minimum viable product with an implementation plan.
• Marketing Cloud Engagement Accelerator: Centralize marketing data and gain clearer visibility into customer behavior in less than eight weeks.
• Marketing Cloud Personalization Accelerator: Deliver customized experiences across every stage of the customer journey in less than eight weeks.

Moving Beyond Platform Paralysis

Choosing the right platform is just the beginning. Perficient brings deep technical expertise and strategic insight to every stage of your transformation—from marketing automation platform evaluation to activation and adoption. The result? Smarter campaigns, stronger customer connections, and measurable growth.

Don’t let platform paralysis slow you down. Let’s work together to accelerate your marketing strategy.

Single Sign-On (SSO) is a crucial part of modern web applications, enabling users to authenticate once and access multiple systems securely. If your organization uses Salesforce as an Identity Provider (IdP) and Drupal as a Service Provider (SP), you can establish a secure SSO connection using the SAML protocol.

In this blog, we’ll walk through how to integrate Drupal with Salesforce for SSO using the SAML Authentication module. We’ll also explore how to dynamically sync user data—like first name, last name, company, and roles—from Salesforce into Drupal during login.

Prerequisites

Before starting, ensure you have the following:

• A working Drupal 9 or 10 site.
• Access to the Salesforce admin console.
• The SAML Authentication module installed in Drupal.
• SSL enabled on your Drupal site (SAML requires HTTPS).

Step 1: Install the SAML Authentication Module in Drupal

You can install the module via Composer:

composer require drupal/saml_auth

Then enable it using Drush or through the Drupal admin interface:

drush en saml_auth

Dependencies (like simplesamlphp) may need to be managed manually or via the simplesamlphp_auth module if you prefer a different approach.

Step 2: Configure Salesforce as an Identity Provider (IdP)

• Log in to Salesforce, and go to: Setup → Apps → App Manager → New Connected App
• Fill in the basic details, then under Web App Settings:
  • Enable SAML.
  • Entity ID: Use your Drupal site’s SP Entity ID (e.g., https://example.com/saml/metadata)
  • ACS URL: https://example.com/saml/acs
  • Subject Type: Usually Email or Username.
  • Name ID Format: urn:oasis:names:tc:SAML:1.1:nameid-format:emailAddress
• Add custom attributes:
  • FirstName
  • LastName
  • Company
  • Roles
• Download the IdP metadata or note:
  • IdP SSO URL
  • IdP Entity ID
  • X.509 certificate

Step 3: Configure the SAML Authentication Module in Drupal

Navigate to: Admin → Configuration → People → SAML Authentication Settings (/admin/config/people/saml)

Fill in the settings:

• IdP Entity ID and SSO URL: From Salesforce.
• X.509 Certificate: Paste the public cert here.
• SP Entity ID: Can be your site URL or a custom value.
• ACS URL: Must match what you provided to Salesforce.
• NameID format: Match Salesforce (usually emailAddress).
• User match field: Set to mail.

Step 4: Dynamic User Synchronization

By default, SAML Authentication handles user login and account creation, but we extended this with custom logic to map additional attributes from Salesforce into the Drupal user profile.

Salesforce sends additional user information in the SAML assertion, including:

• First name
• Last name
• Company
• Roles

We’ve extended the default SAML authentication behavior with a custom hook or event subscriber to:

• Create new users in Drupal using the email as the unique identifier.
• Populate additional profile fields like first name, last name, and company.
• Assign user roles dynamically based on the roles attribute from Salesforce.

This ensures that user accounts are fully provisioned and kept up-to-date every time a user logs in through SSO.

Step 5: Test the SSO Flow

• Log out of your Drupal site.
• Navigate to /saml/login.
• You’ll be redirected to Salesforce to authenticate.
• After login, you’ll be redirected back to Drupal and logged in automatically with synced user details.

Check that:

• A new Drupal user is created if it doesn’t exist.
• First name, last name, and company fields are populated.
• Roles are assigned correctly.

If there’s an error, enable debugging logs and inspect the SAML response and assertion for mismatches.

Conclusion

Integrating Salesforce with Drupal using the SAML Authentication module enables a seamless and secure SSO experience. This is particularly useful for organizations using Salesforce as a central identity system. With proper configuration, users can enjoy frictionless access to your Drupal site while benefiting from Salesforce’s authentication infrastructure.

The Cost of Disconnected Sales and Marketing Processes

In many organizations, there’s palpable friction between marketing and sales teams. Should marketing be responsible for MQLs, meetings, pipeline—or all three? Why aren’t sales converting and closing enough deals? Too often, what happens between these teams is messy, manual, and misaligned. Leads fall through the cracks, handoffs lack crucial context, and reporting becomes a guessing game. 

This internal disarray doesn’t just hurt alignment—it damages the customer experience. When prospects encounter inconsistent communication, slow follow-ups, and disconnected touchpoints (like having to repeat themselves), trust erodes. Frustrated buyers turn elsewhere, leading to lost revenue and poor marketing ROI. 

High-Performing Organizations Take a Different Approach

Leading organizations aren’t leaving sales and marketing alignment to chance. They map every step from initial awareness to deal closure and beyond—building a lead-to-revenue engine that’s repeatable, measurable, and scalable. This transformation starts by: 

• Connecting marketing, sales, and revenue operations teams around shared goals.
• Unifying data and streamlining workflows.
• Executing clean, actionable handoffs—not just basic lead routing, but delivering rich, contextual insights throughout the customer journey. 

And it’s all powered by Salesforce. 

How Perficient Accelerates Your Lead-to-Revenue Transformation

At Perficient, we bring strategy, process, and platform into seamless alignment. Our Salesforce Lead-to-Revenue Management solution helps you:  

• Identify and eliminate friction points.
• Streamline handoffs between marketing and sales.
• Design reporting frameworks that are intuitive, actionable, and trusted across teams. 

We’ve helped clients shorten sales cycles, increase conversion rates, and unlock hidden pipeline with a connected, insight-driven approach. 

Core Components of Salesforce Lead-to-Revenue Management

• Strategy: Centralize marketing performance-management processes around unified revenue goals.
• Journey Design: Align the buyer journey and lead-to-revenue processes to deliver consistent value at every stage.
• Lead Management: Streamline lead generation, scoring, nurturing, and routing with dynamic results chains.
• Platform Foundation: Modernize marketing, sales, and data integration platforms to build a future-ready tech stack.
• Insight Model: Unlock outcome-based analytics and AI-driven insights to optimize decision-making and measure impact. 

Business Benefits You’ll Gain

When sales and marketing teams are aligned, enterprises gain: 

• Mature processes and automation that deliver a seamless, end-to-end customer experience.
• Multichannel engagement strategies that adapt to real-time customer behavior and preferences.
• Holistic value capture with clear campaign ROI, marketing attribution, and predictive insights powered by AI. 

Ready to Unify Your Path to Revenue?

If your growth engine feels disconnected—or if marketing and sales are speaking different languages—Perficient can help you align, streamline, and accelerate with our Salesforce Lead-to-Revenue Management solution.

Digital transformation in insurance isn’t slowing down. But here’s the good news: agents aren’t being replaced by technology. They’re being empowered by it. Agents are more essential than ever in delivering value. For insurance leaders making strategic digital investments, the opportunity lies in enabling agents to deliver personalized, efficient, and human-centered experiences at scale.

Drawing from recent industry discussions and real-world case studies, we’ve gathered insights to highlight four key themes where digital solutions are transforming agent effectiveness and unlocking measurable business value.

Personalization at Scale: Turning Data into Differentiated Experiences

Customers want to feel seen, and they expect tailored advice with seamless service. When you deliver personalized experiences, you build stronger loyalty, increase engagement, and drive better results.

Key insights:

• Personalization sits at the intersection of human empathy and machine accuracy.
• Leveraging operational data through platforms like Salesforce Marketing Cloud enables 1:1 personalization across millions of customers and prospects.
• One insurer saw a 5x increase in key site action conversions and converted 1.3 million unknown users to known through integrated digital personalization.

Strategic takeaway:

Look for platforms that bring all your customer data together and enable real-time personalization. This isn’t just about marketing. It’s a growth strategy.

Success In Action: Proving Rapid Value and Creating Better Member Experiences

Intelligent Automation: Freeing Agents to Focus on What Matters Most

Agents spend too much time on repetitive, low-value tasks. Automation can streamline these processes, allowing agents to focus on complex, high-value interactions that need a human touch.

Key insights:

• Automating beneficiary change requests reduced manual work and improved data accuracy for one major insurer.
• Another organization automated loan processing, which reduced processing time by 92% and unlocked $2M in annual savings.

Strategic takeaway:

Start with automation in the back-office to build confidence and demonstrate ROI. Then expand to customer-facing processes to enhance speed and service without sacrificing the personal feel.

Explore More: Transform Your Business With Cutting-Edge AI and Automation Solutions

Digitization: Building the Foundation for AI and Insight-Driven Decisions

Insurance is a document-heavy industry. Unlocking the value trapped in unstructured data is critical to enabling AI and smarter decision-making.

Key insights:

• Digitizing legacy documents using tools like Microsoft Syntex and AI Builder enabled one insurer to create a consolidated, accurate claims and policy database.
• This foundational step is essential for applying machine learning and delivering personalized experiences at scale.

Strategic takeaway:

Prioritize digitization as a foundational investment. Without clean, accessible data, personalization and automation efforts will stall.

Related: Data-Driven Companies Move Faster and Smarter

Agentic Frameworks: Guiding Agents with Real-Time Intelligence

The future of insurance distribution lies in human-AI collaboration. Agentic frameworks empower agents with intelligent prompts, decision support, and operational insights.

Key insights:

• AI can help guide agents through complex underwriting and risk assessment scenarios which helps improve both speed and accuracy.
• Carriers are increasingly testing these frameworks in the back office, where the risk is lower and the savings are real.

Strategic takeaway:

Start building toward a connected digital ecosystem where AI supports—not replaces—your teams. That’s how you can deliver empathetic, efficient, and accurate service.

You May Also Enjoy: Top 5 Digital Trends for Insurance in 2025

Final Thought: Technology as an Enabler, Not a Replacement

The most successful carriers seeing the biggest wins are those that blend the precision of machines with human empathy. They’re transforming how agents engage, advise, and deliver value.

“If you don’t have data fabric, platform modernization, and process optimization, you can’t deliver personalization at scale. It’s a crawl, walk, run journey—but the results are real.”

Next Steps for Leaders:

• Assess your data readiness. Is your data accessible, accurate, and actionable?
• Identify automation quick wins. Where can you reduce manual effort without disrupting the customer experience?
• Invest in personalization platforms. Are your agents equipped to deliver tailored advice at scale?
• Explore agentic frameworks. How can AI support—not replace—your frontline teams?

Carriers and brokers count on us to help modernize, innovate, and win in an increasingly competitive marketplace. Our solutions power personalized omnichannel experiences and optimize performance across the enterprise.

• Business Transformation: Activate strategy and innovation ​within the insurance ecosystem.​
• Modernization: Optimize technology to boost agility and ​efficiency across the value chain.​
• Data + Analytics: Power insights and accelerate ​underwriting and claims decision-making.​
• Customer Experience: Ease and personalize experiences ​for policyholders and producers.​

We are trusted by leading technology partners and consistently mentioned by analysts. Discover why we have been trusted by 13 of the 20 largest P&C firms and 11 of the 20 largest annuity carriers. Explore our insurance expertise and contact us to learn more.

How Salesforce Turns from Catalyst to Constraint

At a time when agility and efficiency are the new currency of business, your Salesforce org should be your most powerful asset—not a tangled web of technical debt, short-term workarounds, and outdated architecture. Yet many companies are feeling the strain. 

• Customizations are built in silos
• New functionality gets bolted on without long-term planning
• Reporting becomes a nightmare 

Instead of accelerating business, Salesforce becomes something teams work around, not with. This results in slower decision-making, frustrated teams, and a fractured customer experience.

The Strategic Value of a Salesforce Health Check

Leading companies treat Salesforce not just as a CRM platform but as strategic business infrastructure. They regularly assess the health of their org, ensuring it:  

• Aligns with evolving business priorities 

• Stays lean, scalable, and optimized 

• Drives growth and AI-first innovation 

Perficient’s Salesforce PrecisionIQ Assessment provides your team a critical edge by evaluating your org’s performance, usability, security, and business alignment. More than a technical audit, it’s a business-led roadmap to help you unlock trapped value from your existing Salesforce investment. 

Key areas of focus include: 

• Identifying sources of technical debt
• Streamlining processes and workflows
• Enhancing usability to drive faster adoption
• Future-proofing your Salesforce investment for AI and innovation 

What You’ll Gain from Perficient’s Salesforce Health Check

Through two packaged offerings, the Salesforce PrecisionIQ Assessment, evaluates your people, processes, and platform to uncover gaps, reduce technical waste, and deliver actionable insights so your Salesforce solution works harder for your business.

Here’s what you’ll gain: 

• Increased Employee Productivity: Standardized processes replace swivel-chair workarounds, providing a single source of truth and accelerating task completion.
• User Adoption: Maximize ROI, improve data quality, and ensure the platform becomes an essential, productive part of daily operations.
• Improved Customer Experience: Eliminate departmental silos and manual handoffs to deliver faster, more cohesive service and engagement.
• Cost Savings: Reduce technical debt and realign Salesforce to support revenue-generating activities, empowering teams with real-time insights to close deals faster.
• Scalability and Future-Readiness: Prepare your Salesforce environment for the adoption of Agentforce and Einstein, ensuring your team is ready for the next wave of AI innovation. 

Is Your Salesforce Org Ready for What’s Next?

If you’re unsure what you’re paying for, how to scale your Salesforce org, or how to clean it up so it’s optimized for AI-first growth, Perficient can help. Ready to turn potential into performance? It starts with Perficient’s Salesforce PrecisionIQ Assessment.

AI Isn’t the Future—It’s Already Here

Sales, service, and marketing teams face increasing pressure to do more with less, and artificial intelligence is expected to play a pivotal role in meeting that challenge. Yet despite the rapid adoption of generative AI (GenAI), many organizations are struggling to turn that excitement into real business value. According to Gartner’s 2024 Hype Cycle for Artificial Intelligence, the buzz around GenAI has created confusion for AI leaders, making it harder to identify the right use cases and increasing the risk of failure.  

To truly benefit from AI, organizations must broaden their perspective. GenAI may dominate headlines, but it’s only one piece of the innovation puzzle. Gartner highlights the need to explore a wider range of AI capabilities—those that can drive operational efficiency and create sustainable business impact.  

At Perficient, we believe what matters most now is practical implementation. Businesses aren’t asking if they should use AI—they’re asking how. How can they automate routine tasks? How can they streamline processes? And how can they empower their teams to focus on what really matters—high-value decisions? 

Why Salesforce is the Launchpad of Enterprise AI

For enterprise organizations, the most powerful AI outcomes often start with Salesforce. As the dominant CRM platform across industries, Salesforce is the central system for sales, service, marketing, and operations data. This makes it an ideal launchpad for AI. 

With rich, structured customer and operational data at its core, Salesforce offers a unique opportunity to embed intelligence directly into the tools and workflows teams already rely on. High-performing teams aren’t chasing flashy, disconnected GenAI pilots—they’re embedding automation and intelligence into Salesforce so their teams can work faster, smarter, and more strategically. Here’s how: 

• Sales reps spend more time building relationships instead of logging activities.
• Service agents resolve issues faster and more accurately, improving satisfaction.
• Marketers automate campaign execution and gain real-time performance insights. 

By putting AI to work inside Salesforce, these teams are creating scalable, sustainable gains in productivity and customer experience.

Enter Agentforce: The Key to Scalable AI Inside Salesforce

Agentforce is Salesforce’s newest innovation in AI-powered productivity—a platform that enables you to create secure, trusted AI agents directly within your CRM. These agents interact with users through natural language, automate common workflows, and continuously learn from your Salesforce data to deliver smarter outcomes over time.  

It brings the power of Data Cloud, LLMs, Trust Layer, Atlas Reasoning Engine, and automation to streamline sales, service, and marketing functions. Whether it’s generating follow-up tasks, summarizing service cases, or orchestrating campaign execution, Agentforce helps you move faster with fewer clicks and more confidence. But successful Agentforce implementation doesn’t happen by accident. 

Why Agentforce Implementation Requires a Purpose-Built Strategy

Agentforce offers tremendous potential—but only if it’s implemented with the right focus and approach. A successful Agentforce implementation starts with a clear understanding of where your business can benefit most from AI, followed by a roadmap to scale.

That’s exactly what Perficient delivers.

From Readiness to Results: A Guided Approach to Agentforce Implementation

As a trusted Salesforce consulting partner, Perficient helps organizations identify the highest value opportunities for Agentforce and turn them into action. 

• Agentforce Readiness Assessment: In just two-to-six hours, we assess your organization’s AI maturity and Salesforce environment to identify where Agentforce can make the biggest impact. You’ll receive a clear, prioritized roadmap of use cases tailored to your goals.
• Agentforce Workshop: This collaborative session aligns stakeholders and defines an MVP strategy for launching Agentforce. You’ll walk away with a detailed architecture diagram, delivery plan, and team resourcing recommendations.
• Agentforce Activation: With two streamlined accelerator packages, our Salesforce-certified teams help you implement AI agents in just two or six weeks. Using pre-defined use cases and your Salesforce data, we ensure a smooth and secure deployment that drives measurable outcomes. 

With Perficient, you’re not just adopting a new feature—you’re building a sustainable, AI-driven operating model inside Salesforce. 

Ready to Accelerate Your Agentforce Implementation?

If your team is being asked to “do more with AI” but lacks a clear starting point, Perficient can help. With our guidance on successful Agentforce implementation, you can streamline operations, boost productivity, and unlock new efficiencies—all within the tools your team already uses.

Salesforce’s acquisition of Informatica is a big move and a smart one. It brings together the world’s #1 AI CRM with a top name in enterprise cloud data management. Together, they’re taking on a challenge every business faces — turning scattered, messy data into something clean, connected, and ready to power AI.

What’s Next for Data Cloud

To understand why Salesforce’s acquisition of Informatica matters, it helps to look at where Data Cloud is headed.

Salesforce created Data Cloud to unify enterprise data and make it actionable in real time through tools like Agentforce. The goal is simple: help sellers, service agents, and AI-driven tools work smarter and faster. But as backend systems grow more complex, the need to harmonize scattered, inconsistent data has become a critical challenge.

Well-organized, reliable data fuels better decisions and stronger outcomes. That’s why enterprise leaders are prioritizing identity resolution, data quality, and multi-domain standardization like never before.

Turning Disconnected Records into Actionable Insights

Informatica brings the structure and scalability that enhance what Data Cloud already offers. With deep expertise in Master Data Management (MDM), data governance, and metadata control, Informatica helps organizations organize their data more effectively and create consistent, connected views across the enterprise.

The MDM platform at the core of Informatica’s offering plays a key role in solving identity resolution, one of the most persistent challenges for Data Cloud customers. By linking customer records across disconnected systems, Informatica enables a complete Customer 360 view. It also extends that capability across domains, managing data for products, suppliers, and reference entities with the same clarity and control.

With powerful data cataloging, lineage tracking, and quality tools, Informatica ensures every record is accurate, traceable, and ready for AI-powered workflows. The result: better insights, faster decisions, and greater trust in every interaction powered by Data Cloud.

Driving the Future of Data with Confidence

The addition of Informatica to Salesforce is a meaningful step forward. It gives organizations the tools to move faster, clean up complex data, and get a clearer view of customers and operations across every part of the business: sales, service, products, suppliers, and beyond.

With over a decade of hands-on experience with Informatica, we’ve delivered transformative data solutions for leading organizations across industries.  We’ve unified scattered records into precise customer profiles, built enterprise-wide governance strategies, and executed complex, cross-domain MDM implementations.

Now, as Informatica becomes a core part of the Salesforce ecosystem, we’re ready to help our customers hit the ground running. We’re not just prepared, we’re already in motion, accelerating adoption and unlocking the full potential of trusted, intelligent data.

Have questions or want to explore what this means for your organization? Contact us — we’re here to help you take the next step.

Salesforce Agentforce Empowers Teams With AI-Driven Sales, Service, and Marketing

Customer expectations are higher than ever in an always-on, always-connected world. To meet these demands, your teams need intelligent tools, real-time data, and seamless automation. Enter Salesforce Agentforce—a powerful suite of assistive and autonomous AI agents designed to transform sales and service experiences.

Why Agentforce?

Agentforce 2dx empowers teams to deliver faster, smarter, and more personalized customer interactions. By integrating AI, real-time analytics, and automation directly into the Salesforce platform, it helps businesses stay ahead of customer needs. Key capabilities include:  

• Agentic AI Assistance: Delivers intelligent recommendations based on customer sentiment and history.
• Unified Customer View: Offers a 360-degree perspective of customer data across Salesforce.
• Automation: Streamline repetitive tasks so agents can focus on complex requests.
• Real-Time Analytics: Provides actionable insights to manage workloads and optimize experiences. 

But successful implementation doesn’t happen by chance—it starts with a clear, strategic approach.

What Is the Agentforce Readiness Assessment—and Why It Matters

At Perficient, we guide organizations through transformational technology journeys. With over 15 years as a trusted Salesforce consulting partner, 160+ certified AI consultants, and recognition as a launch partner in the Salesforce Agentforce Partner Network, we bring a proven framework for Agentforce success.  

Our Agentforce Readiness Assessment is a structured, seven-step process that helps you evaluate, implement, and scale Agentforce effectively—whether you’re new to Salesforce or expanding your existing investment.

Inside the Agentforce Readiness Assessment: Seven-Steps to Implementation Success

1. Establish a Strong Data Foundation: Accurate data is essential for AI-driven outcomes. Start by auditing your current data sources for quality, completeness, and consistency. Fix data gaps and normalize formats to ensure your agents are working from the best information. When paired with Salesforce Data Cloud, Agentforce can deliver precise, actionable insights.
2. Identify and Prioritize Use Case: Begin with one or two use cases, then expand. For example:
   • In manufacturing, a Maintenance Agent could detect equipment performance issues and proactively schedule service.
   • In healthcare, a Medical Sales Agent might guide patients to the right physician based on symptoms, availability, and location.
3. Define Data Security and Access Controls: AI tools must be deployed securely. Establish access controls and user-role-based security models. This supports safe model training, usage, and governance while protecting sensitive data.
4. Choose the Right Lange Language Models (LLM): Agentforce integrates with most LLMs—including custom models. During this assessment, we’ll test and recommend the best LLM for your use case based on accuracy, performance, scalability, cost, privacy, and potential for bias.
5. Monitor and Manage Logs: Designate responsible stakeholders for prompt and response logging. All AI activity is stored in Salesforce Data Cloud, so establish a logging process to monitor usage, maintain accuracy, and ensure compliance.
6. Assess Compliance and Security Risks: Evaluate your compliance and security requirements related to data handling and governance policies. Review these with corporate security groups and document which people and roles should have access to specific types of data.
7. Plan for Change Management: AI adoption is as much about people as it is about technology. Prepare your organization with a strong communication plan. Identify stakeholders, educate users, and roll out the change thoughtfully to minimize resistance and maximize impact. 

Partner With Perficient: Get Agentforce-Ready

The path to Agentforce success starts with strategy, readiness, and the right partner. With our Agentforce Readiness Assessment, and deep Salesforce expertise, Perficient is ready to help your team adapt and scale AI with confidence.  

Ready to get started? Schedule a consultation with us today. 

Imagine you are retrieving an API key/Bearer token from an external system to make a new callout to another external system. But there is one issue: you cannot determine when the new callout will take place, so you need to store the token value somewhere in your org for later use. Probably you will be thinking of storing it in your custom object or custom metadata. But creating a separate object/metadata for such a case may not be an efficient way. Then what? I think this is where Platform Cache helps you. Platform Cache provides temporary storage for such data in such cases. You can set up your platform cache by following the steps outlined in this trailhead. Here, I will explain how you can use the platform cache for this use case: I expect that you have already configured your platform cache in your dev org. Now suppose, you receive a bearer token from one API to pass into another callout after sometime, so you can store that access token in the Platform cache and avoid the hassle of creating a separate custom object/metadata or Custom Setting (Although you cannot update a Custom Metadata/Setting using Apex code).

The Trailhead referenced in this article is crucial for understanding and setting up the platform cache. If you have not gone through the trailhead, then stop here and complete the trailhead first.

How to Use Platform Cache to Fetch a Bearer Token

How to fetch a bearer token and save it into the Platform cache using Apex:

Now, you can fetch the bearer token from the Platform cache and use it in your next callout with the following code:

Remember, Platform Cache provides temporary storage, and data can be evicted from it because of memory pressure. Platform Cache does not guarantee the determined lifetime of the value stored; therefore, it is better not to store any value with an extended validity or sensitive information.

Although platform cache is used to improve performance by evading unnecessary repeated API calls, there are a few concerns about using the Platform cache.

When Not to Use Platform Cache

• If the value contains sensitive information
• If the value has to be stored for the long term
• If you need environment-specific secret management

References

External System used: https://www.reqres.in
Technology used: Salesforce

Data is Everywhere but Actionable Insights Remain a Challenge

According to Salesforce, 94% of business leaders believe they aren’t getting enough value from their data.  

• Marketers want to personalize at scale.
• Sellers crave visibility into buying signals and win themes.
• Service agents need contextual understanding.
• Business leaders demand connected reporting for smarter decisions.  

Yet disjointed systems and messy data continue to block progress for most organizations; however, some are closing the gap. With Salesforce Data Cloud, they’re unifying data sources, warehouses, and lakes into a single, trusted customer view. With real-time, harmonized data, these teams drive personalization, optimize customer journeys, and make faster, more accurate decisions. 

But here’s the truth: Before you can act on real-time data, you have to trust it. 

Start With a Salesforce Data Cloud Workshop

At Perficient, we help organizations uncover what data they have, assess its quality, and securely connect it to create measurable business value. 

Our Salesforce Data Cloud Workshop is a partial or full-day session designed to: 

• Build education and internal alignment around Salesforce Data Cloud.
• Clarify your current data ecosystem and future-state vision.
• Scope and architect the ideal data model to support your business goals.
• Plan integrations with systems like Snowflake, Databricks, and Salesforce Marketing Cloud—enabling zero-copy data access for enhanced scalability. 

Salesforce Data Cloud Workshop Deliverables

Following the workshop, you’ll receive: 

• A clear MVP roadmap with phased features, timelines, and cost estimates.
• Architecture diagrams showing your immediate Data Cloud MVP and long-term vision.
• A defined team roster identifying required roles and skill sets for successful implementation and growth. 

Ready to Move from Data Theory to Impact?

Our Data Cloud Activation Packages can help you launch Salesforce Data Cloud in as little as two to 20 weeks. Whether you’re just starting out or struggling to maintain momentum mid-journey, Perficient is here to help. We’ll ensure your data is trustworthy, actionable, and central to your competitive edge—because without real-time data driving real-world results, advancing your AI agenda will be impossible.