Recap of Agentforce World Tour Denver: A Hub of Innovation and Collaboration 

AI is redefining business, and the Agentforce World Tour Denver showcased the latest innovations right at our fingertips. Straight from Dreamforce, this one-day event delivered hands-on experiences, expert insights, and real-world applications to boost productivity, enhance customer engagement, and streamline operations. 

Key Takeaways from Agentforce World Tour Denver 

There’s something special about the Salesforce ecosystem in Denver. It’s one of the larger markets where sharp, seasoned pros and hungry up-and-comers not just coexist but actively elevate one another. The community is deeply rooted, competitive in the best way, yet refreshingly collaborative. People show up with intention, and that creates space for real conversations and partnerships to flourish. You feel it in the hallway conversations that people are invested. Add Agentforce to the mix, and it’s clear we’re entering a new era of co-creation between Salesforce and its partner ecosystem, which is wildly exciting to witness. 

Standout Innovations 

For me, Agentforce paired with Tableau Next stood out in a big way immediately. Seeing that level of visual intelligence layered into an agentic experience was next-level, especially for the visual folks like me. Moving from busy dashboards or long-form GenAI output to dynamic, in-the-flow “show and tell” moments inside a chat interface changes how people work, and a lot of us are experiencing it already. It’s not just about getting answers faster; it’s about elevating the quality of decisions. This kind of real-time, visual context is going to drive a whole new wave of adoption. It really makes the future of AI feel tangible and right here. 

Summing Up the Experience 

If I had to sum up Agentforce World Tour Denver in one sentence, I’d say it felt less like a traditional tech conference and more like a high-elevation summit of forward-thinking leaders committed to sharing real solutions, challenging the status quo, and building what’s next together.

Final Thoughts 

The Agentforce World Tour Denver was a testament to the power of collaboration and innovation within the Salesforce ecosystem. As case studies evolve from possibility to proven value, it’s clear: if you’re in the ecosystem, you’ll want to be in the room. Events like these will only continue to accelerate, driving the conversations and partnerships that shape the future of AI and business.

Stay tuned to our Salesforce blog for post-event insights and key takeaways. 

Keeping up with the ever-evolving Salesforce ecosystem can feel overwhelming. New features, best practices, and technologies emerge constantly, making it tough to know where to focus. That’s where independent research from trusted industry analysts comes in—helping businesses identify top-performing partners that drive real results.

We’re excited to share that Perficient was recently recognized by a leading global technology research and advisory firm as a standout Salesforce ecosystem partner in the U.S. This recognition highlights our unwavering commitment to delivering smart, results-driven Salesforce solutions that help businesses stay ahead.

Our Salesforce team measures success by your results. Struggling with disjointed sales and marketing efforts? Need a better way to engage customers? With tools like Agentforce, Data Cloud, and Personalization, we help you create seamless, personalized experiences that increase customer loyalty, improve efficiency, and boost revenue.

Smarter AI, Better Data, Personalized Experiences with Salesforce Tools

AI isn’t just the future—it’s here,  and it’s reshaping the way businesses connect with customers. With Agentforce, you can automate repetitive tasks, free up your team to focus on what matters, and deliver AI-powered experiences that feel personal, not robotic.

These AI agents work alongside Data Cloud to enhance productivity, optimize workflows, and deliver deeply tailored customer experiences across multiple functions:

• Sales – Automate lead qualification and follow-ups for more efficient sales cycles.
• Marketing – Leverage AI and Personalization to create hyper-targeted, data-driven customer interactions at scale.
• Customer Service – Deliver proactive, AI-driven support that anticipates customer needs and enhances satisfaction.
• Operations – Streamline workflow automation and task management for increased efficiency and agility.

With pre-built templates for rapid deployment, intuitive customization tools, and secure data access through Data Cloud, businesses can implement AI agents designed specifically for their unique needs.

As part of the Agentforce Partner Network, we work with your team to create a seamless rollout, using our expertise in Data Cloud and Personalization to help businesses maximize their AI investment and create customized customer experiences.

Industry Expertise That Drives Results

Modernizing your business can be overwhelming, but with the right technology, it doesn’t have to be. Whether you’re in healthcare, financial services, or manufacturing, we help you connect with customers more effectively, streamline operations, and stay ahead of the competition:

• Life Sciences & Medical Device: Perficient helps medical device, diagnostics, and equipment companies work smarter by making operations more efficient, increasing sales, and improving inventory management. We give you better visibility into your data, use AI to predict trends and drive sales, and streamline processes to prevent revenue loss, stay compliant, and build stronger industry relationships.
• Financial Services: Your customers expect seamless, digital-first banking experiences. We help financial institutions create user-friendly digital banking platforms that increase engagement, improve customer satisfaction, and drive long-term loyalty.
• Manufacturing: In a fast-moving industry, efficiency and agility are key. We help manufacturers automate workflows, optimize supply chains, and create connected experiences that improve productivity, allowing you to stay competitive.

Accelerators & Workshops: The Perficient Advantage

We go beyond implementation to help you get the most out of Salesforce, ensuring faster value through:

• Industry-Specific Accelerators – Pre-built frameworks that speed up deployment and reduce risk.
• Tailored Workshops – Hands-on sessions to align Salesforce capabilities with your business goals.
• Expert Consulting – Seasoned Salesforce professionals who optimize your platform for peak performance.

Boots on the Ground: Engaging with the Salesforce Community

At Perficient, we don’t just implement Salesforce solutions—we live and breathe the Salesforce ecosystem.  Our team is actively engaged in the community, attending key events like TrailblazerDX (TDX) and industry summits, where we connect with innovators, share insights, and stay ahead of the latest trends.

And we’re not stopping there! Later this year, we’ll be hitting the road again for Salesforce Connections in Chicago and Dreamforce in San Francisco.

More Than an Award—It’s About Helping You Succeed

Our recent industry recognition isn’t just an accolade—it’s proof of our dedication to helping businesses transform with Salesforce.

With a strong focus on Agentforce, Data Cloud, and Personalization, plus our industry expertise and unique accelerators, we’re the trusted partner for organizations looking to scale their Salesforce investments efficiently and effectively.

You’re investing in Salesforce—let’s make sure you’re getting the most out of it. Whether you’re looking to improve customer engagement, streamline workflows, or personalize experiences at scale, we’re here to help. Let’s talk about how we can turn your challenges into opportunities for growth. Learn more about Perficient’s Salesforce expertise, capabilities, and industry solutions.

On May 21, we’re heading to the Agentforce World Tour in New York — and bringing the future of AI in financial services with us. 

If you work in FINS, you know the reality: rising costs, tighter regulatory pressure, fast-changing customer expectations — and a whole lot of uncertainty. Right now, companies aren’t just looking to innovate — they’re trying to adapt at speed without taking on unnecessary risk. 

That’s why we’re inviting you to join us in NYC for a day built around real solutions, practical insights, and meaningful conversations. 

Here’s what you need to know:  

• Date: Wednesday, May 21, 2025 

• Time: 9:00 a.m. – 5:00 p.m. ET 

• Location: Javits Center, 429 11th Ave, New York, NY 10001 

• Registration: Register here World Tour events are free, but space is limited. 

Why It Matters Now 

Many financial services firms are stuck between ambition and action. They see the potential of AI but face real hurdles: legacy systems, fragmented data, compliance constraints, and shifting market conditions. 

Agentforce is built to address exactly that — and at World Tour NYC, Salesforce shows how AI agents are helping FINS organizations move from ideas to reality. 

At World Tour NYC, you’ll see how teams are putting Agentforce to work to: 

• Cut customer response times by up to 80% 

• Improve case resolution by more than 40% 

• Automate internal operations while staying within governance frameworks 

• Deliver measurable ROI — without heavy infrastructure changes 

Not Sure Where to Start? Ask About Our Health Assessment 

We’re also offering a Health Assessment to help FINS leaders understand their current state and map where AI can create the most value. It’s a fast, focused way to benchmark your readiness, surface gaps, and build a path forward — tailored to your organization. 

Contact us directly to learn more or set up a conversation. 

What You Can Expect 

World Tour NYC is all about hands-on, real-world learning. If you attend, you’ll have access to: 

• Live demos and use cases specific to financial services 

• 25-minute sessions to build and test your own AI agent 

• Strategy discussions with product experts and industry peers 

• Networking with teams who are already seeing results 

Whether you’re experimenting, scaling, or somewhere in between, this is a day designed to move you forward. 

Let’s Talk in NYC 

We’ll be on the ground all day and would love to connect. If you’re attending, let us know — we’re happy to set up time to talk about what’s possible with AI in financial services and how your team can get started. 

This is AI for the real world. Built for financial services. Ready now. 

Thought Leadership and Events 

Stay ahead of the curve with insights and news from Perficient: 

• Welcoming JP Millan: GTM Leader, Innovator & Marathoner Strengthening Our Salesforce FINS Practice 

• Perficient Joins Salesforce’s Agentforce Partner Network 

• Discover the New Agentforce Resource Center: Your Gateway to Tailored AI Solutions 

We’re excited to share that Perficient will be on the ground in Minneapolis for Salesforce’s Agentforce World Tour on April 24—and we’re teaming up with Salesforce to kick things off with a special pre-event experience earlier in the day.

Two Events, One Big Opportunity

There are two events happening on April 24:

Exclusive Pre-Event: Salesforce & Perficient Pre-World Tour Experience

Hosted by Perficient (Invite-Only)

• Date: Thursday, April 24, 2025
• Time: Morning session (exact time provided upon registration)
• Location: Perficient Minneapolis Office – Butler Square Atrium Conference Room, 100 N 6th St.
• Registration: Invite-only – contact shanna.lueders@perficient.com to request access.

This invite-only event is designed for senior leaders in Financial Services and Healthcare. Ahead of the public World Tour, we’ll bring together clients, Salesforce execs, and Perficient thought leaders for:

• Expert insights from Salesforce and Perficient
• Use cases, success stories, and trends in regulated industries
• Roundtable discussions and networking
• Hands-on experience with Agentic AI solutions

Salesforce Agentforce World Tour Minneapolis

Hosted by Salesforce

• Date: Thursday, April 24, 2025
• Time: 1:30 p.m.–5:30 p.m. CT
• Location: Minneapolis Marriott City Center, 30 South 7th Street
• Registration: This event has reached capacity. Check Salesforce’s event page for other regional opportunities.

Salesforce’s Agentforce World Tour is a free, half-day event showcasing the latest in AI-powered CRM and agent-first innovation. Expect visionary keynotes, expert-led sessions, live demos, and plenty of networking.

Why We’re There

As a top Salesforce partner, Perficient helps FINS and HLS organizations build smarter, faster, and more connected experiences through strategy, implementation, and AI innovation. We’re excited to join the broader conversation on how AI and CRM are transforming industries—and to help our clients lead in this new era.

Meet Us in Minneapolis

Whether you’re attending our morning session, the Agentforce World Tour, or both—we’d love to see you there. Reach out to shanna.lueders@perficient.com to learn more or request an invite for our session.

This is more than a day of events—it’s a real opportunity to shape the future of AI-powered business.

Can’t Attend in Minneapolis? Let’s Connect.

We’re bringing the latest AI innovations straight to you. If you can’t make it to Agentforce World Tour Minneapolis, schedule a one-on-one with our team to explore how AI agents can streamline operations, enhance customer experiences, and drive real business impact.

Thought Leadership and Events

Stay ahead of the curve with insights from Perficient’s thought leaders:

• Perficient Joins Salesforce’s Agentforce Partner Network
• Discover the New Agentforce Resource Center: Your Gateway to Tailored AI Solutions
• Craig Isakson’s TDX 2025 Game Plan: AI, Agentforce & Innovation

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

Here’s how to ensure a smooth and effective migration from Eloqua to SFMC. 

Start with a Comprehensive Assessment and Plan 

Before you begin moving anything, it’s essential to take stock of your current Eloqua environment. Conduct a full audit to understand exactly what’s being used — including email assets, forms, landing pages, segmentation data, and any automations in place. 

This is also the time to: 

• Confirm key stakeholders across marketing, IT, and any other teams currently using Eloqua or planning to use SFMC. 

• Map out the migration timeline, accounting for potential downtime or overlapping platform usage. 

• Prepare your SFMC environment, ensuring that your Business Unit is properly configured and that administrative settings (including the Sender Authentication Package) are in place. 

Additionally, make sure that: 

• The correct data extensions for segmentation are available (these will be equivalent to Eloqua’s contact and profile databases). 

• All SFMC users have appropriate access and permissions. 

• Each team member has gone through SFMC training and is comfortable with their responsibilities in the new platform. 

Data Migration: Getting Your Contacts Across 

Data migration is often the most sensitive and technically complex part of the process. You’ll want to follow a structured approach to minimize risk and ensure accuracy. 

• Export data from Eloqua, including contacts, segments, and campaign history, using Eloqua’s built-in export tools. 

• Map the data appropriately. The structure in SFMC may differ from Eloqua, so ensure everything is aligned correctly. 

• Import the data into SFMC, placing it into the appropriate data extensions. 

• Verify the migration, confirming that all contact and segmentation data is imported successfully and accessible. 

Rebuilding Campaigns, Content, and Journeys 

Now comes the creative part — migrating and rebuilding your campaigns. Not everything will transfer one-to-one, so this is also a great opportunity to refresh outdated assets and optimize workflows. 

• Email templates and content should be rebuilt in SFMC’s Email Studio. Complex designs may require manual recreation. 

• Campaign workflows from Eloqua need to be recreated in Journey Builder to replicate decision splits, entry criteria, and follow-up actions. 

• Forms and landing pages that were part of Eloqua campaigns will need to be reimagined using SFMC’s Web Studio and CloudPages. 

• Any automation processes in Eloqua should be rebuilt in SFMC’s Automation Studio. 

Testing and Validation 

Thorough testing is crucial to ensure nothing breaks during or after migration. 

• Test all data imports to ensure accurate syncing and storage. 

• Run campaign QA, confirming that email rendering and AMPScript personalization work across all platforms and browsers. 

• Validate all Journeys, ensuring proper triggers, filters, and flows are in place. 

• If using a new dedicated IP, follow proper IP warming protocols based on volume. Whether using a shared or dedicated IP, continuously monitor deliverability and escalate any issues to SFMC Support as needed. 

Training and Knowledge Transfer 

Even with the best tools, your team’s confidence and understanding of SFMC will drive success post-migration. Make sure everyone has completed their Salesforce Trailhead training and feels empowered in their role.  

Pro tip: Maintain comprehensive documentation of your new SFMC configuration and knowledge transfer processes. This can be invaluable for onboarding new team members 

Post-Migration Support and Optimization 

Your migration project shouldn’t end once the data is transferred, and the first campaigns are live. Keep an eye on how the system is performing, and ensure your team remains supported. 

• Hold regular check-ins (weekly or monthly) to monitor team confidence and identify areas for process improvement. 

• Actively monitor SFMC performance, looking for system or user issues that may emerge. 

• Have a support structure in place to address any questions, issues, or needed updates. 

Don’t Forget the Extras 

While you focus on the main assets, make sure to also address the following: 

• Third-party tools that may support or accelerate migration efforts. 

• System integrations, such as CRMs or analytics tools, need to be reconnected and validated in SFMC. 

• An audit of ongoing campaigns — this is the perfect time to retire outdated programs and streamline what’s being migrated. 

Migrating from Eloqua to Salesforce Marketing Cloud can feel daunting, but with the right preparation and a strategic approach, it can also be a major opportunity to evolve and enhance your marketing operations. Clear communication, proper planning, and a knowledgeable team will be key to a smooth and successful transition. 

Need help with your Eloqua to SFMC migration? Our team is here to guide you through every step — from strategy and setup to post-launch support. 

Salesforce continues to lead the CRM landscape in 2025, offering businesses unparalleled capabilities for system integration. Whether connecting with databases, ERP platforms, or customer-facing applications, Salesforce’s integration features empower organizations to achieve seamless workflows and enhance overall efficiency.

What is Salesforce Integration?

At its core, Salesforce integration links the CRM system with other internal or external business applications, ensuring data flows smoothly and processes remain synchronized. For example, if critical data resides in one platform but is needed in another, integration acts as the bridge, enabling cohesive operations across systems.

In today’s interconnected business ecosystem, independent software systems are becoming obsolete. Effective integration isn’t just a convenience; it’s a strategic necessity for businesses aiming to boost productivity and deliver superior customer experiences.

Why Choose Salesforce Integration?

Salesforce is already a powerhouse for customer relationship management and operational agility. However, most organizations operate with multiple data hubs. Integrating Salesforce with other systems unlocks substantial benefits, including:

• Efficient Data Management: Streamlined data distribution across channels ensures accuracy and accessibility.
• Operational Streamlining: Integration eliminates bottlenecks by enabling smooth data exchange.
• Enhanced Collaboration: Real-time data synchronization fosters teamwork across departments.
• Informed Decisions: Aggregated data from various platforms provides actionable insights for decision-making.
• Competitive Edge: Leveraging integrated data helps businesses innovate and stay ahead.

Example in Action: Salesforce email integration, one of the simplest yet most impactful integrations, synchronizes emails and calendars across platforms. This enhances client communication and simplifies workflow management.

Top Benefits of Salesforce Integration

• Increased Productivity

Automating repetitive tasks lets teams focus on strategic activities. Salesforce’s mobile app further ensures productivity by granting remote access to key tools and data.

• Comprehensive Customer Insights

Salesforce consolidates customer data across touchpoints—like marketing, sales, and support—to deliver a 360-degree view of customer preferences and behaviors.

• Smarter Decision-Making

Salesforce’s dashboards and analytics tools empower businesses to make data-driven decisions, from sales forecasting to evaluating customer satisfaction.

• Better Collaboration

Integration with tools like Google Workspace or Outlook enhances coordination, while Salesforce Chatter provides a social networking-style platform for team collaboration.

• Scalability and Customization

Salesforce adapts to specific business needs, supporting custom fields, workflows, and third-party app integrations available on AppExchange.

• Cost-Effective Operations

With its cloud-based infrastructure, Salesforce eliminates the need for upfront IT investments, offering predictable subscription-based pricing.

• Elevated Customer Experience

Integration enables businesses to offer personalized, seamless experiences across multiple communication channels.

Integration Methods for Salesforce

Salesforce supports diverse integration approaches tailored to businesses of all sizes:

• Native Integration Tools: Features like Salesforce Connect allow real-time access to external data without duplication, while the Data Loader tool is perfect for bulk data imports.
• Third-Party Middleware: Platforms like MuleSoft, Zapier, and Work to simplify complex integration scenarios, providing pre-built connectors for popular systems.
• API-Based Solutions: Salesforce APIs, including REST and SOAP, support highly customizable integrations for unique business needs.
• Remote Call-In: Salesforce stores data while an external system handles operations like create, update, and delete. This method is commonly used for syncing order statuses from external management systems.
• Request and Reply: Salesforce requests a task from an external system and waits for a response, ensuring two-way communication. This is ideal for scenarios needing immediate feedback.
• Fire and Forget: Salesforce sends a request without waiting for completion, allowing independent processing. Best for asynchronous tasks where real-time responses aren’t needed.
• Batch Data Synchronization: Data is exchanged in bulk at scheduled intervals, making it efficient for handling large datasets without real-time processing.
• Data Virtualization: In this model, data is displayed within Salesforce when needed but is not stored permanently. Data virtualization is handy when accessing external systems through tools like Apex SOAP, Salesforce Connect, or REST Callout within a Visualforce page. This approach reduces data redundancy while ensuring timely access to critical information.

These patterns provide flexible options for integrating Salesforce with external systems, catering to diverse business requirements.

Tip: For organizations managing multiple Salesforce instances, native Salesforce-to-Salesforce integration is a powerful solution for seamless collaboration.

Types of Integration in Salesforce

Salesforce supports three primary types of integration to address different business objectives:

• Data Integration: Synchronizes information between platforms for real-time updates.
• Business Logic Integration: Links backend systems for complex workflows.
• User Interface Integration: This creates a unified experience by integrating Salesforce with other applications’ UIs.

Implementing Salesforce Integration: Best Practices

To ensure successful integration, follow these steps:

• Set Clear Goals: Identify objectives, such as improving efficiency or consolidating customer data.
• Define Integration Points: Determine specific touchpoints like accounts, orders, or payments.
• Gain Stakeholder Support: Align integration efforts with broader business strategies and secure executive buy-in.
• Adopt a Long-Term Vision: Ensure integration aligns with scalability and evolving business needs.

Conclusion

Salesforce integration is a transformative solution for modern businesses. Connecting disparate systems enables seamless workflows, smarter decision-making, and enhanced customer engagement. Whether you opt for native tools, third-party solutions, or custom APIs, Salesforce provides the flexibility and scalability to meet your unique business requirements.

Embrace integration and elevate your business operations to new heights in 2025 and beyond.

Looking ahead, our next blog will explore various methods of integrating external systems with Salesforce in practice. We’ll examine each approach in detail and provide practical solutions to help you select the best method for your integration needs. Stay tuned!

Before the Agentforce World Tour kicks off at the Marriott City Center, Perficient will host Salesforce’s Digital Regulated Business Strategy team for a focused pre-tour session tailored to leaders in Healthcare Life Sciences, and Financial Services.

Held at our Minneapolis office, this exclusive event brings together industry experts and peers for practical conversations around AI, Agentforce, and the evolving future of customer engagement in regulated industries—just in time to set the stage for the main event.

Event Details:

• Thursday, April 24, 2025
• 10:00 AM – 1:00 PM CDT
• Perficient Minneapolis Office – Butler Square, Atrium Conference Room
• 100 N 6th St., Minneapolis, MN 55403

Doors open at 9:30 AM for check-in. The event will run from 10:00 AM to 1:00 PM, with lunch provided and time to head over to the main World Tour event afterward.

Speakers

• Matt Clement | Industry Advisor, Financial Services, Salesforce
• Ben Seyden | Industry Advisor, Healthcare & Life Sciences, Salesforce
• Johnathon Rademacher (“JR”) | Principal, Perficient
• Melissa Holte & Kurra Weidmyer | Regulated Industry Business Consultants, Salesforce

Why Attend

This will be a strategic, interactive experience tailored for executives navigating complex, regulated environments. Attendees will:

• Hear how industry leaders are using AI to modernize operations and deepen customer relationships.
• Understand the latest Salesforce tools built specifically for Financial Services and Healthcare Life Sciences organizations.
• Gain a clear view of how Agentic AI works within the Salesforce platform—and what that means for marketing and customer engagement.
• Collaborate with peers and consultants during an engaging roundtable discussion.
• Participate in a guided workshop to define an actionable Agentic AI use case for your organization.

The Impact

Both Financial Services and Healthcare Life Sciences are navigating major shifts—from regulatory pressure and evolving consumer expectations to rapid changes in technology. Uncertainty is the norm, but it also creates space for innovation. Agentforce, Salesforce’s platform tailored for regulated industries, is built to meet these challenges head-on. It brings together industry-specific AI, intelligent automation, and real-time data to help organizations stay agile, improve customer engagement, and scale smarter. When combined with Perficient’s strategic and technical expertise, Agentforce becomes even more powerful, helping teams work more efficiently, respond faster, and deliver measurable results in complex, highly regulated environments.

To learn more or request an invitation, please contact our Marketing team directly at shanna.lueders@perficient.com.

Hello Trailblazers!

Salesforce dashboards are powerful tools for data visualization and analysis. Dynamic dashboards, for example, provide real-time insights tailored to each user’s data visibility. Since an organization can only create a limited number of dynamic dashboards, it’s crucial to track and manage them efficiently.

This blog will explore various ways to check the number of dynamic dashboards in Salesforce.

So, let’s get started.

Before You Begin

In the previous part of the Salesforce Dashboards blog series, we explored what Salesforce dynamic dashboards are and how to create them. Before moving forward, I encourage you to read the previous blog in this series.

What is a Dynamic Dashboard?

A dynamic dashboard is a type of Salesforce dashboard that allows users to see data according to their own security settings rather than the dashboard creator’s settings. Unlike standard dashboards that run under a specific user’s permissions, dynamic dashboards adapt to the viewer’s access levels, making them highly useful for role-based data visibility.

Why is it Important to Track Dynamic Dashboards?

Salesforce imposes a limit on the number of dynamic dashboards per edition:

• Enterprise Edition: Up to 5 dynamic dashboards.
• Both Unlimited and Performance Editions can have up to 10 dynamic dashboards.
• Developer Edition: Up to 3 dynamic dashboards.

Exceeding this limit may prevent the creation of new dynamic dashboards and impact reporting capabilities. Hence, tracking the number of existing dynamic dashboards is essential.

Methods to Check the Number of Dynamic Dashboards

1. Using Salesforce Reports

To create a report fetching Dynamic Dashboards, we must create a Custom Report Type first.

Steps to Check Dynamic Dashboards

1. Go to Setup and search for Report Types in the Quick Find Box.
2. Create a new Custom Report Type there and name it.
3. Select “Dashboard” as the primary object for your custom report type, complete the other process, and save it.
4. Click New Report.
5. Select the custom report type that you created and click Start. Follow the image below for reference.
   
6. Go to the Filters and ensure that you select the “All Dashboards” option for a comprehensive view.
7. Set the date range to All Time to capture all relevant data.
8. Go to the Outline section, then Columns, and add the Dashboard Running User, Dashboard ID, etc, fields to the report for better visibility.
9. Apply the following filter: Dashboard Running User = “Run as logged-in user, Let authorized users change running user” to identify dynamic dashboards.
   Now, your filter section should appear as shown below:
10. Save and run the report. The filtered results will display all Dynamic Dashboards to which you have access.

2. Using the Developer Console

In the Developer Console, you can query the metadata to find the number of dynamic dashboards using SOQL (Salesforce Object Query Language).

Steps

1. Open Developer Console.
2. Go to Query Editor.
3. Enter the following SOQL query:

   SELECT Id, Title FROM Dashboard WHERE Type != 'SpecifiedUser'

4. Click Execute.
5. This will return Dynamic Dashboards not in private folders as shown below.
6. You can also use the following query:

   SELECT Id, Title FROM Dashboard USING SCOPE allPrivate WHERE Type != 'SpecifiedUser'

7. This will return Dynamic Dashboards that are in private folders.

3. Using Workbench

Workbench is a powerful tool that allows you to query Salesforce metadata.

Steps

1. Log in to Workbench (https://workbench.developerforce.com/).
2. Select SOQL Query under Queries.
3. Enter the query and click Execute.
4. Click Execute.
5. Review the list of dynamic dashboards.

4. Using Salesforce Setup

If you want a quick way to check dynamic dashboards without running reports or queries:

1. Go to Setup.
2. Search for Dashboards in the Quick Find box.
3. Click Dashboards.
4. Review the dashboards and check the Running User column. If it says “Run as Logged-in User or The Dashboard Viewer,” then it’s a dynamic dashboard.

Best Practices for Managing Dynamic Dashboard

• Regularly Audit Dashboards: Review existing dynamic dashboards periodically to ensure they are necessary.
• Optimize Usage: Use dynamic dashboards only when needed to avoid reaching the limit. I mentioned the limits of dynamic dashboards in the previous part of this blog post.
• Use Standard Dashboards: If a standard dashboard can achieve the same outcome, it is preferred over a dynamic one.
• Leverage Scheduled Reports: Instead of dynamic dashboards, use scheduled reports to send insights to users without consuming dashboard limits.

Conclusion

Tracking the number of dynamic dashboards in Salesforce is crucial to avoid hitting the platform limits. You can easily check and manage dynamic dashboards using methods like Salesforce reports, SOQL queries, Workbench, and Setup. Following best practices, you can optimize dashboard usage and ensure smooth reporting operations in your Salesforce org.

‘Happy Reading!

 “Positivity is like a ripple in water—one small act of optimism can create waves of change. Embrace each challenge with a smile, for even the darkest clouds make way for the brightest sunshine…”

Related Posts:

1. Subscribe to Dashboards in Lightning Experience
2. Subscribe to Dashboards by Group or Role

You Can Also Read:

1. Introduction to the Salesforce Queues – Part 1
2. Mastering Salesforce Queues: A Step-by-Step Guide – Part 2
3. How to Assign Records to Salesforce Queue: A Complete Guide
4. An Introduction to Salesforce CPQ
5. Revolutionizing Customer Engagement: The Salesforce Einstein Chatbot

AI is redefining business, and Agentforce World Tour Denver puts the latest innovations at your fingertips. Straight from Dreamforce, this one-day event delivers hands-on experiences, expert insights, and real-world applications to boost productivity, enhance customer engagement, and streamline operations.

Event Details

• Date: Monday, April 14, 2025
• Time: 1:30 p.m. – 5:30 p.m. MT
• Location: Omni Interlocken, 500 Interlocken Boulevard, Broomfield, Colorado
• Registration: Register here. World Tour events are free, but space is limited.

What to Expect at Agentforce World Tour Denver

Unlock AI Innovations That Drive Results
Learn from Salesforce experts and industry leaders as they reveal how AI is transforming business. See real-world success stories and discover how AI-powered automation boosts efficiency, cuts costs, and sharpens decision-making.

Build and Launch AI Agents On-Site
Get hands-on with AI at Agentforce World Tour. Build, customize, and deploy autonomous AI agents that streamline workflows, enhance customer service, and optimize operations—all in real time.

Connect, Learn, and Innovate
Engage with industry leaders, exchange ideas, and explore AI’s role in solving today’s biggest business challenges. Join Q&A sessions, interactive demos, and expert-led workshops packed with actionable insights.

AI at Perficient: Powering the Future

From product design to virtual agents, content creation, and data intelligence, Perficient helps businesses unlock the full potential of generative AI. Our Salesforce experts deliver AI-driven solutions that increase productivity, elevate customer experiences, and accelerate growth.

Can’t Attend in Denver? Let’s Connect

We’re bringing the latest AI innovations straight to you. If you can’t make it to Agentforce World Tour Denver, schedule a one-on-one with our team to explore how AI agents can streamline operations, enhance customer experiences, and drive real business impact.

Let’s talk about how Perficient can help you unlock AI-powered growth with Agentforce. Stay tuned to our Salesforce blog for post-event insights and key takeaways.

Thought Leadership and Events

Stay ahead of the curve with insights from Perficient’s thought leaders:

• Perficient Joins Salesforce’s Agentforce Partner Network
• Discover the New Agentforce Resource Center: Your Gateway to Tailored AI Solutions
• Craig Isakson’s TDX 2025 Game Plan: AI, Agentforce & Innovation

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

What is Salesforce AgentForce?

Salesforce AgentForce is a robust customer service platform that integrates seamlessly with Salesforce’s ecosystem, allowing organizations to deliver exceptional customer support experiences. It leverages artificial intelligence (AI), automation, and cloud technologies to empower service agents to respond to customer inquiries quickly and efficiently. Whether it’s through phone calls, live chat, or social media, AgentForce ensures that agents have all the necessary tools to provide top-notch service at any point of contact.

Key Features of Salesforce AgentForce

1. AI-Powered Assistance:
   

   One of the standout features of Salesforce AgentForce is its AI-driven capabilities. With Salesforce’s Einstein AI, agents have access to powerful insights that can help them resolve issues faster. Einstein provides predictive suggestions, knowledge base articles, and even automatically suggests responses, helping agents address customer concerns with minimal effort. This reduces the time spent on each interaction while improving the overall quality of service.

2. Omni-Channel Support

   In today’s multi-channel world, customers engage with businesses across various platforms, such as email, live chat, social media, and phone calls. Salesforce AgentForce allows organizations to manage all these channels from a unified interface, ensuring a consistent and seamless customer experience. Whether a customer reaches out via Twitter or a customer service hotline, agents can provide the same level of service from one central hub.

3. Automation and Workflow Management

   AgentForce empowers businesses to automate repetitive tasks, such as routing customer inquiries to the right department, creating tickets, and sending follow-up emails. With automated workflows, businesses can streamline operations, minimize human error, and ensure that each customer’s needs are addressed in a timely manner. Agents are freed from mundane tasks and can focus on more complex issues that require human intervention.
   

4. Knowledge Base and Self-Service Options
   

   Salesforce AgentForce comes with an extensive knowledge base that is easily accessible to both agents and customers. This self-service option allows customers to find solutions to their problems quickly without waiting for an agent. Moreover, the knowledge base is constantly updated, ensuring that agents have access to the latest troubleshooting guides and solutions.

5. Comprehensive Reporting and Analytics

   To continually improve service delivery, businesses need actionable insights into their performance. Salesforce AgentForce offers detailed reporting and analytics that allow teams to track metrics such as response times, resolution rates, and customer satisfaction. With these insights, managers can identify areas of improvement, optimize workflows, and ensure that service levels are maintained at a high standard.

Benefits of Using Salesforce AgentForce

1. Improved Agent Productivity

   By automating mundane tasks, providing AI-powered recommendations, and offering a centralized platform for all customer interactions, AgentForce significantly boosts agent productivity. Service agents can resolve cases faster and handle more interactions, leading to increased efficiency and reduced burnout.

2. Enhanced Customer Experience

   With faster response times, personalized service, and easy access to solutions, customers are more likely to have positive experiences with your brand. Salesforce AgentForce ensures that customers receive prompt and relevant assistance, whether they’re reaching out for support, making an inquiry, or giving feedback.

3. Scalability for Growing Teams

   As your business grows, so does the volume of customer inquiries. Salesforce AgentForce scales with your business needs, allowing you to expand your team without losing the quality of service. New agents can quickly get up to speed with the platform’s intuitive interface and training tools, ensuring a smooth onboarding process.

4. Seamless Integration with Salesforce Ecosystem

   One of the primary advantages of Salesforce AgentForce is its seamless integration with other Salesforce products. This includes Sales Cloud, Service Cloud, Marketing Cloud, and more. By being part of the Salesforce ecosystem, businesses can gain a 360-degree view of their customers, which improves cross-department collaboration and ensures that all teams are aligned in serving the customer.

5. Cost-Effective Solution

   Salesforce AgentForce is a cloud-based solution, meaning businesses don’t need to invest heavily in on-premise infrastructure. The subscription-based pricing model makes it a cost-effective option for businesses of all sizes, from startups to large enterprises. Additionally, the time saved on manual tasks and the improved efficiency of service teams can result in significant cost savings over time.

Use Cases for Salesforce AgentForce

1. Customer Service Centers

   For businesses that rely heavily on call centers and support teams, Salesforce AgentForce offers a centralized platform to handle all incoming requests, whether they come via phone, email, or social media. By automating workflows and providing AI-driven insights, businesses can reduce wait times, resolve issues faster, and improve overall customer satisfaction.

2. E-Commerce and Retail

   Online retailers can use Salesforce AgentForce to manage customer inquiries about products, orders, and shipping. The platform’s knowledge base and self-service tools ensure that customers can find answers to common questions without having to speak to an agent. If the issue requires further attention, the case is seamlessly escalated to an agent for resolution.

3. Healthcare and Financial Services

   For industries where accuracy and compliance are critical, such as healthcare and finance, Salesforce AgentForce ensures that customer data is handled securely, and agents have the tools they need to deliver accurate, up-to-date information. With real-time insights and knowledge base resources, agents can provide the best possible service while adhering to industry regulations.

Final Thoughts

Salesforce AgentForce is a powerful solution for any organization looking to enhance its customer service operations. With its AI-powered capabilities, automation features, omni-channel support, and seamless integration with the Salesforce ecosystem, it empowers service teams to deliver exceptional customer experiences. Whether you’re a small business looking to improve customer satisfaction or a large enterprise aiming to scale operations, Salesforce AgentForce provides the tools you need to succeed in today’s competitive landscape.
In coming future Agentforce will replace humans totally

By leveraging this comprehensive platform, businesses can not only meet but exceed customer expectations, fostering loyalty and driving growth.

Source: Path to AI Success with Salesforce

Related Posts:

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Great teams are built by great leaders, and we’re beyond excited to welcome Jon Pierre “JP” Millan to Perficient as our Key Enterprise Account Executive within our Salesforce Financial Services practice! 

JP isn’t just a dynamic sales and business development leader, he’s a competitor, a mentor, and someone who thrives under pressure in and out of the office. With over 15 years of experience, he’s helped financial institutions drive growth, strengthen customer relationships, and navigate complex digital transformations.  

With experience at industry leaders such as MasterCard and Salesforce, he brings deep expertise in go-to-market strategies, consultative sales, and managing high-value enterprise relationships in the financial sector. Most recently, at a boutique systems integrator, JP played a key role in driving digital transformation initiatives on the Salesforce Platform for enterprise banks across the U.S., collaborating closely with Salesforce account teams.

He brings the same discipline, endurance, and commitment to his personal goals. This year, he ran the Chicago Marathon in support of Autism Speaks, demonstrating the same resilience and passion that define his professional career. Just like in financial services, success in a marathon isn’t all about speed, it’s about strategy, perseverance, and delivering results. 

JP joins us at a crucial time as financial institutions face shifting customer expectations, evolving regulations, and increasing digital disruption. His leadership, combined with Perficient’s deep Salesforce expertise, will help banks, credit unions, and wealth management firms elevate customer experiences, improve operational efficiency, and unlock new growth opportunities. 

Bridging Leadership and Innovation in Financial Services 

The financial services industry is changing fast. Customers expect personalized experiences, seamless digital interactions, and proactive financial guidance but banks, credit unions, and wealth management firms are still struggling with outdated marketing strategies, disconnected data, and siloed teams. 

That’s where Perficient’s Salesforce solutions come in. We’re helping financial institutions cut through the complexity with AI-driven automation, smarter customer engagement tools, and data-powered insights—all while ensuring compliance every step of the way. 

And now, with JP Millan joining our leadership team, we’re doubling down on our commitment to delivering scalable, high-impact solutions that make a real difference. One of our latest game-changers? Self-Service Marketing Campaign Management—helping financial institutions engage customers more effectively, drive loyalty, and stay ahead in a competitive market. 

Redefining Financial Services Marketing: Smarter Strategies, Stronger Engagement 

Marketing in financial services isn’t easy. Banks, credit unions, and wealth management firms balance personalization with privacy, engagement with compliance, and automation with human touch, all while dealing with limited resources, strict regulations, and disconnected customer data. 

That’s exactly why we built our Salesforce Self-Service Marketing Campaign Management Campaign Solution to help financial institutions cut through the complexity and create targeted, data-driven campaigns that deliver results. 

With this solution, you can: 

Leverage customer data to reach the right audience at the right time 

Personalize content based on customer preferences and behaviors 

Unify data from multiple systems for a complete customer view 

Access pre-approved, compliance-friendly marketing assets 

Track performance in real-time with intuitive dashboards 

The result? Stronger customer engagement, increased loyalty, and marketing campaigns that drive real business outcomes while staying compliant. 

Want to see how it works? Download our Self-Service Marketing Campaign Management Solution Sheet to learn how you can enhance customer engagement while staying ahead of compliance requirements. 

Why Perficient? Trusted Salesforce Experts in Financial Services 

For over 15 years, Perficient has been a trusted Salesforce partner, helping Fortune 1000 organizations maximize their Salesforce investments. Our expertise spans CRM, AI, data analytics, and personalized marketing solutions, all tailored to meet the unique needs of financial services institutions. 

What Sets Us Apart? 

• Expert Salesforce Marketing Cloud Partner 

• 1400+ Salesforce certifications 

• 580+ successful projects 

• 4.8/5.0 CSAT score 

JP’s expertise further strengthens our ability to deliver customized, high-impact Salesforce solutions that help financial institutions scale, innovate, and enhance customer experiences. 

Want to Connect with JP?

Schedule some time with us and stay tuned to our Salesforce blog  for all our more industry insights.

SFTP?  Isn’t that old?

It is an oldie, but a goodie. 

With Data Cloud we can send data to a lot of external data sources like Marketing Cloud Engagement or Amazon S3 through Activation Targets.   But there are times we are working with a destination system like Eloqua or Marketo that has solid support for SFTP.  SFTP and Data Cloud work well together!

Even with Marketing Cloud Engagement you might want to get data flowing into Automation Studio instead of pushing directly to a Data Extension or Journey.  SFTP would allow that CSV file to flow into Automation Studio where a SSJS script for example could loop through those rows and send mass SMS messages.

Is it secure?

Yes, as we will see in this blog post the SFTP setup through Data Cloud supports both a SSH Key with a Passphrase and a Password on the SFTP site itself.

Let’s connect to Marketing Cloud Engagement through SFTP!

There are five main pieces to setup and test this.

1. Create a new SSH Key
2. Configure the SFTP Site in Marketing Cloud Engagement
3. Test the SFTP Connection using a tool like FileZilla
4. Configure that SFTP Activation Target in Data Cloud
5. Build a Segment and Activation to leverage that SFTP Activation Target

This will feel like a lot of steps, but it really does not take that long to do.  Leveraging these out of the box Activation Targets, like this SFTP one, is going to save tons of time in the long run.

1. Create the new SSH Key

Here is a good blog post to introduce you to what a SSH Key is and how it works.  https://www.sectigo.com/resource-library/what-is-an-ssh-key

Here are a couple of good articles on how to generate a SSH Key.

1. https://www.purdue.edu/science/scienceit/ssh-keys-windows.html
2. https://www.ssh.com/academy/ssh/keygen

Very important note that Marketing Cloud only accepts SSH keys generated a certain way…   https://help.salesforce.com/s/articleView?id=000380791&type=1

I am on a Windows machine so I am going to open a command prompt and use the OpenSSH command.

Once in the command prompt type the ssh-keygen command.

Now enter your filename.

Now enter your passphrase.  This is basically a password that is tied to your SSH Key to make it harder to break.  This is different than your SFTP password that will be set on the Marketing Cloud Engagement side.

Now that your passphrase was entered twice correctly the SSH Key is generated.

When using the command prompt the files were automatically created in my C:\Users\Terry.Luschen directory.

Now in the command prompt as stated in #3 in the Salesforce documentation above you need to do one final command.

Change the key to an RFC4716 (SSH2) key format

1. ssh-keygen -e -f originalfilename.pub > newfilename
2. So in our example above my command was
   1. ssh-keygen -e -f MCE_SSH_01.pub > MCE_SSH_01b
      

The three files will look something like:

1. MCE_SSH_01.pub – This is the Public Key file to be loaded into Marketing Cloud Engagement.
2. MCE_SSH_01 – This is the Private Key file which we will use to load into Data Cloud and FileZilla
3. MCE_SSH_01b – This is another Public Key file that can be used to load into Marketing Cloud Engagement

I opened the .pub file and removed the comment.

I also added a file extension of .txt to the MCE_SSH_01b file so it is now named MCE_SSH_01b.txt

Now that we have generated our SSH files we can upload the Public Key to Marketing Cloud Engagement.

2. Configure the SFTP Site in Marketing Cloud Engagement

Log into Marketing Cloud Engagement

Go to Setup, Administration, Data Management, Key Management

Click ‘Create’ on the ‘Key Management’ page

Fill out the ‘New Key’ details.

Make sure SSH is selected.

Select the ‘Public’ Key file you created earlier which has the .pub extension.

Check the ‘Public Key’ checkbox.

Save the Key

Now go to Setup, Administration, Data Management, FTP Accounts

Use the ‘Create User’ button to create a new User.

Fill out the new FTP User page by entering an email address and password.  Note this is different than the passphrase create above that was tied to the SSH Key.  Click on Next.

Select the ‘SSH Key and Password’ radio button.   Use the file picker to select the Marketing Cloud Key you just created above.  Click on Next.

Select the type of security you need.  In this screen shot everything is selected but typically you should only select the checkboxes that are absolutely necessary.  Click on Next.

If you are trying to restrict to certain IPs fill out this screen.  In our example we are not trying to restrict to just Data Cloud IPs for example.  Click on Next.

Typically you would leave this screen as is. It allows the Root folder as the default and then when you configure the tool that will send data to the SFTP site you can select the exact folder to use.  Click on Save.

Yeah! You now have configured our destination SFTP site.

Now we can test this!

3. Test the SFTP Connection using a tool like FileZilla

1. I like to test using FileZilla, but you could use other SFTP tools.
2. Download the FileZilla and install it on your computer.
3. Choose Edit, Settings…
   1. Select SFTP under Connection and choose ‘Add key file..’ button
      
   2. You can either pick the original private key file and FileZilla will produce another file for you. Or you can use the SSH2 file that was produced in the CMD prompt, which was named MCE_SSH_01b.txt in our example above.
   3. Depending on which file is uploaded you might have to enter the Passphrase.
4. Open FileZilla and choose File, Site Manager…
5. Click ‘New Site’ and fill out the information on the right.  Save it by clicking on OK.
   
6. Open up your Site and click on the ‘Connect’ on the bottom of the screen.
   1. You will be prompted to enter your Passphrase that is connected to your SSH Key.
7. Success!   FileZilla shows you the folders on the Marketing Cloud Engagement SFTP Site!
   

4. Configure the SFTP Activation Target in Data Cloud

1. Now let’s do the same connection in Data Cloud
2. In Data Cloud Setup go to Data Cloud, External Integrations, Other Connectors
   
3. Choose the ‘Target’ tab and ‘Secure File Transfer (SFTP)’.  Click on Next
   
4. Fill out the connection information.
   1. The connection Name and API Name can be anything you want it to be
   2. The ‘Authentication Method’ is ‘SSH Private Key & Password’
   3. The Username and Password are the values from the Marketing Cloud SFTP User.
   4. The SSH Private Key is the first file created in the CMC prompt.  It was the MCE_SSH_03 file for us with no file extension.
   5. The Passphrase is the passphrase entered in the CMD prompt when generating your Key.
   6. No need to put anything in the ‘PGP Encryption’ field.
   7. It should look like this now…
      
   8. In the Connection Details’ section…
      1. Host Name and Port are from the Marketing Cloud SFTP Screen
         
      2. It should look like this now…
         
      3. You can ‘Test’ your connection before saving it.
5. Now you need to create an Activation Target
   1. Open Data Cloud App
   2. Go to the Activation Targets tab, Click on New
      
   3. Select ‘Secure File Transfer (SFTP)’ and click on ‘Next’
      
   4. Fill in the ‘New Activation Target’ screen.
      1. Select the SFTP Connector that you created earlier in the ‘Select SFTP Connector’ drop-down.
         
      2. Click on Next
   5. Fill out the final page selecting your File Format and other options.
      1. Note the maximum File size is 500MB.
         
      2. If you leave the ‘File Name Type’ as Predetermined then you should always get a unique filename since it will be appended with a ‘Date/Time Suffix’.
         

5. Build a Segment and Activation to leverage that SFTP Activation Target

1. Open up the Data Cloud App
2. Create your Segment from the Segment Tab
3. Go to the Activations tab and click on ‘New’
   
4. Select your Segment and the ‘Activation Target’ we created above which in your SFTP site. Click on Continue.
5. Add ‘Email’ or ‘SMS’ fields as necessary for your Activation.  Click on Next.
   
6. Fill out the ‘Add Attributes and Filters to Your Activation’ as necessary.  Click on Next.
   
7. Give your Activation a name and finalize Schedule and Refresh Type.  Click on Save.
   
8. You should now have your new Activation.
   
9. Go back to your Segment and choose ‘Publish Now’ if that is how you need to test your Segment
   

Conclusion

After you publish your segment, it should run and your file should show up on your Marketing Cloud Engagement STFP site.   You can test this by opening FileZilla, connecting and looking in the proper folder.

That is it!  SFTP and Data Cloud work well together!

We see with just clicks and configuration we can send Segment data created in Data Cloud to a SFTP site!  We are using the standard ‘Activation Target’ and ‘Activation’ setup screens in Data Cloud.

If you are brainstorming about use cases for Agentforce, please read on with this blog post from my colleague Darshan Kukde!

Here is another blog post where I discuss using unstructured data in Salesforce Data Cloud so your Agent in Agentforce can help your customers in new ways!

If you want a demo of this in action or want to go deeper please reach out and connect!