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your Salesforce org should be your most powerful asset—not a tangled web of technical debt, short-term workarounds, and outdated architecture.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
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
]]>Perficient’s longstanding partnership with Salesforce is a testament to our belief in this platform’s transformative power in solving complex business challenges and designing superior digital experiences.
We strive to stay ahead of the evolving Salesforce ecosystem and actively shape its future. Our talented Salesforce professionals go beyond mere implementation; we focus on driving innovation, fostering connections, and creating meaningful change for our clients and the broader technology landscape.
Whether you’re an experienced Salesforce expert or looking to develop your skills, joining Perficient’s Salesforce team gives you a refreshing opportunity to step into a role that challenges and inspires you to drive impact at a global scale.
So, what makes Perficient’s Salesforce practice truly exceptional? Keep reading to learn more about:
- The ways we’re redefining Salesforce innovation across industries
- How our people and collaborative culture serve as the backbone of our Salesforce practice
- How our ongoing impact through Salesforce solutions will facilitate continuous professional growth
Spearheading Advanced Solutions with Salesforce
Our colleagues are not just Salesforce experts—they are digital innovators. Perficient’s Salesforce team is dedicated to harnessing the full potential of Salesforce’s robust ecosystem, including Data Cloud, Einstein AI, Marketing Cloud, and Experience Cloud.
We partner with clients across industries such as healthcare, life sciences, manufacturing, and financial services to solve complex problems, create personalized digital experiences, and drive sustainable growth.
Perficient’s commitment to crafting meaningful and measurable solutions doesn’t end with clients; we ensure that our Salesforce professionals have access to continuous learning and development opportunities to stay ahead of industry trends and technologies.
Our goal is simple—to deliver digital solutions that matter, while fostering a work environment where your skills and ideas are championed.
“Our clients are always excited to see how the changes we make will help make their lives easier,” said Katie Wilson, who started as an associate technical consultant and is now a technical architect on our Salesforce team in Fargo.
READ MORE: Katie Wilson Develops Her Career Through Client Relationships
Delivering Real Impact Through Collaboration
Our Salesforce experts don’t work in silos. We foster a collaborative culture where our consultants, architects, engineers, and strategists come together to build tailored solutions.
“Perficient’s collaborative spirit is what truly sets us apart,” said Jideofor Onyeneho, lead technical consultant, Salesforce. “We work together seamlessly to develop effective solutions that address our clients’ critical business challenges.”
READ MORE: Jideofor’s Contributions to Perficient’s Salesforce Team
We leverage Salesforce products and expertise to address industry-specific challenges—whether that’s transforming patient experiences in healthcare, improving partner engagement in manufacturing, or empowering advisors in financial services.
“I transitioned from web development to Salesforce because problem-solving has always been my passion,” says Carl Thress, technical architect, Salesforce. “The most rewarding part of my job is delivering Salesforce solutions that simplify our clients’ lives. I’m currently pursuing my sixth Salesforce certification to keep growing in my career.”
LEARN MORE: Carl Thress Learns on the Job and Continues to Thrive
Our people are at the core of our success. We believe in creating an environment where professionals with a problem-solving mindset, a collaborator’s approach, and a creator’s mentality can thrive.
READ MORE: Highlights from Our Demo Jam Events
Our promise to challenge, champion, and celebrate our people is at the heart of everything we do. We offer a supportive environment where your ideas matter and foster growth for everyone. Whether through our mentorship programs, our commitment to work-life balance, or our collaborative culture, you’ll find that Perficient is a place where you can thrive personally and professionally.
Driving Success Across Industries
- Healthcare
To expand its community impact and improve patient engagement, a leading pediatric health system partnered with Perficient to modernize its outreach strategy. The organization relied on a legacy CRM that lacked the scalability needed to support its growth ambitions. Managing critical data such as leads, forms, and campaign information became increasingly difficult, limiting its ability to connect with patients effectively.
By integrating Salesforce Health Cloud with the organization’s existing Marketing Cloud, we created a unified platform that streamlined patient data management and enhanced communication capabilities. Additionally, we optimized system functionality to improve workflows and outreach efforts, making engagement more seamless and efficient.
The results of this transformation were significant. Improved patient engagement became possible through enhanced data visibility, enabling more effective and personalized communications. Operational efficiency also saw a boost, as the integrated Salesforce ecosystem eliminated manual processes and streamlined workflows.
This success story highlights the power of digital transformation in healthcare. As Perficient continues to partner with healthcare organizations, we remain committed to driving innovation that enhances patient care, optimizes operations, and strengthens community impact.
READ MORE: Learn more about how we’re reshaping healthcare technology solutions.
- Finance
By leveraging Salesforce to streamline operations and unify data, financial organizations can improve efficiency, enhance customer experiences, and drive better business outcomes.
For one of our leading clients in Mexico, inefficiencies in its lease platform caused integration gaps, reporting challenges, and manual processes that hindered call center performance. We automated dealer communication, digitized third-party vendor data, and updated Salesforce to address these issues to prevent future business disruptions. As a result, internal processes became more efficient, agent productivity improved, and management gained greater visibility into business operations.
In another instance, a global financial organization sought to unify its marketing processes by consolidating multiple marketing automation platforms into Salesforce Marketing Cloud Engagement (MCE). Perficient developed a roadmap and architecture integrating multiple CRMs using Multi-Org in MCE and companion orgs in Data Cloud.
This solution provided the marketing team with a centralized data hub, enabling consistent workflows, advanced segmentation, and seamless cross-organization communication.
- Manufacturing
Manufacturing companies often face challenges in consolidating data from multiple systems and ensuring seamless sales operations. Perficient has helped industry leaders use Salesforce to streamline workflows, enhance data visibility, and drive revenue growth.
For a leading manufacturer, the need to consolidate key sales data and generate actionable insights was critical to identifying new business opportunities. Perficient’s Agile global delivery team developed a custom digital sales analytics tool, integrating Google Cloud’s data storage and Tableau’s reporting into the Salesforce interface with a real-time API. This solution provided sales and marketing teams with a single, user-friendly platform to research prospects, follow up efficiently, and generate leads based on detailed asset and account data. As a result, productivity improved, and the company gained a scalable system for driving future revenue.
Interested in learning more about our work within the manufacturing space? Click here.
- Data
In today’s digital-first world, businesses need a solid data foundation to deliver seamless, personalized experiences. For companies rolling out Agentforce, integrating Salesforce Data Cloud is a game-changer. By unifying customer data across multiple sources, Data Cloud enables agents and brokers to gain real-time insights, improve customer engagement, and make informed decisions that drive business growth.
With AI-powered analytics, Salesforce Data Cloud enhances personalization by equipping sales teams with predictive insights, helping them anticipate customer needs and tailor interactions. Additionally, its scalability and security make it a future-proof solution for growing organizations. By centralizing and optimizing data, businesses can empower their teams to operate with agility and precision.
READ MORE: Learn how Salesforce Data Cloud is transforming sales and customer engagement across industries.
Insights From the Salesforce Manufacturing Summit 2025
Our team had the opportunity to participate in the Salesforce Manufacturing Summit in Atlanta, an event that brought together over 800 attendees with more than 40 sessions and 20 product demonstrations. It was an exciting space for industry leaders, peers, and customers to engage in meaningful discussions about the future of manufacturing, with a strong focus on innovation and digital transformation.
A key highlight of the summit was the increasing role of Generative AI in manufacturing, particularly within Salesforce’s Agentforce and Data Cloud solutions. These technologies are set to transform the industry by streamlining operations, enhancing efficiency, and improving customer satisfaction. According to the Salesforce State of Manufacturing Survey 2024, over 80% of manufacturers are now engaged with Generative AI.
Salesforce’s Manufacturing Cloud was another major focus, with its goals centered on unifying digital experiences across the value chain. The platform aims to modernize commercial operations by streamlining sales and fulfillment processes, simplifying partner engagement by enhancing collaboration with suppliers and channel partners, and transforming service experiences by improving customer interactions and field service operations.
The summit also featured exciting announcements, including new integrations with Revenue Cloud, agent-first field service capabilities, and expanded manufacturing-specific skills for Agentforce. These innovations further reinforce Salesforce’s commitment to helping manufacturers optimize operations and stay ahead in an evolving landscape.
Read the full article here to dive deeper into the key takeaways, trends, and insights from the Salesforce Manufacturing Summit 2025.
Join Our Salesforce Team
If you’re ready to take the next step in your career and join a Salesforce team that’s leading the charge in digital transformation, we’d love to hear from you. With roles available such as lead technical consultant, senior project manager, and solutions architect, there’s a place for you to make an impact.
Explore our open roles and become part of a global team dedicated to solving complex business problems through the power of Salesforce.
Learn about current opportunities here.
By joining Perficient, you’re not just advancing your career. You’re becoming part of a global community striving to shatter boundaries, obsess over outcomes, and forge the future.
]]>From Operations to Project Management: How Jill Boisvert Drives Success in Perficient’s Salesforce BU
Perficient promotes meaningful growth by challenging, championing, and celebrating every colleague. We recently connected with Jill Boisvert, project manager, whose passion for knowledge sharing has ignited genuine connections within Perficient’s Salesforce Business Unit (BU). Continue reading to discover how her extensive background in business operations and commitment to relationship building paved the way for her advancement into project management.
What is your role? Describe a typical day in the life. 
I am currently a project manager in our Salesforce BU. Prior to going to the consulting side, I worked in business operations, which is where I started with Perficient. Much of the work outside of my day-to-day client work involves completing frameworks and ensuring financials are on track for the project life. I’m typically on two projects part-time, and I do a lot of staff augmentation project PM work for multiple clients that involves managing project backlogs. In addition to Perficient client work that I’m a project manager on, I work with our Salesforce subcontractors and vendor coordinators to coordinate efforts on anywhere from five to 20 projects at any time.
LEARN MORE: Perficient’s Salesforce Expertise
What are your proudest accomplishments, personally and professionally? Any milestone moments at Perficient?
I was in business operations for nine years, and I really enjoyed learning about the systems. My key milestone was learning how the different systems work, which has really helped me move into a project manager role. When Perficient transitioned to Oracle Cloud, my background and knowledge helped me understand how to use these new tools. It makes me happy that I have that knowledge and can support my coworkers who don’t have that operations background. The relationships I have built at Perficient throughout my years have been my greatest accomplishment because these connections have carried over year to year. Even if I don’t talk to someone all the time, they’re just a message away.
With Perficient’s mission statement in mind, why do we obsess over client outcomes?
We’re in consulting because we’re here to help our clients. If we don’t have successful outcomes or give our clients value, then they’ll likely be unhappy and won’t sign that change request. It’s the same thing with personal relationships. If there’s no value in any relationship, then what’s the point? That’s why it’s so important to keep our clients happy.
The people in the Salesforce BU love learning. Our Microsoft Teams channel is always pinging with colleagues sharing their knowledge and ways to grow and improve. It’s really beneficial for clients to work with consultants who have such a thirst for knowledge because it benefits the customer, which benefits our business and Perficient overall.
Why did you choose Perficient?
The people. The people who I connect with each day make this fun, make me happy, and keep me here. It’s the people that make Perficient. I also have an amazing manager, and I love our BU, which is very female-driven. We have a female managing director, and a lot of the directors are women. I’ve always felt strongly about women supporting women, and I love that our BU is a place where female leadership and collaboration truly shine.
READ MORE: Perficient Supports Women in Technology
How have you grown your career at Perficient?
I started out as a business coordinator supporting our Salesforce BU for nine years. Then, I had the opportunity to help bring on the Salesforce leadership during an acquisition in 2019. I then became interested in wanting to learn more about being a project manager. The leadership team knew I had a good understanding of the business, along with the operations background, and I was able to learn from them about consulting and building client relationships. It was neat to be able to take the track into project management. I started as a business consultant with the BU, grew into a lead business consultant, and am now officially a project manager.
LEARN MORE: Read How Perficient Champions Colleague Career Growth
What are you passionate about outside of work?
I am married with three kids and a dog, and I work from home. I’m passionate about keeping my family happy,
just as much as I like being in a work environment where everyone is in a good mood.
I’m also passionate about enjoying the summertime and the warm weather. I’m from the Jersey Shore, and we live super close to the water. In our backyard, we have a pool, tiki bar, and firepit. We love having people over, and I enjoy going out on our friends’ boats and kayaking with my husband.
In 2024, we went to the Florida Keys twice. We took the kids and my parents in February, and my husband and I went again in November. We visited a turtle rescue, went jet skiing, and enjoyed boat charters. We just love the island and beach life, especially with the palm trees and blue water.
It’s no secret our success is because of our people. No matter the technology or time zone, our colleagues are committed to delivering innovative, end-to-end digital solutions for the world’s biggest brands, and we bring a collaborative spirit to every interaction. We’re always seeking the best and brightest to work with us. Join our team and experience a culture that challenges, champions, and celebrates our people.
Learn more about what it’s like to work at Perficient at our Careers page. See open jobs or join our talent community for career tips, job openings, company updates, and more!
Go inside Life at Perficient and connect with us on LinkedIn, YouTube, X, Facebook, and Instagram.
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In the third and final blog post of this three-part Solution Highlight series featuring a proven leader in defense-grade, high assurance cyber security solutions, the topic is Salesforce and Oracle Cloud integration. If you missed the two previous blog posts in the series, I encourage you to read the Solution Highlight – Oracle Revenue Management / SSP – Part 1, authored by my colleague Jeff Davis. He shared our client’s journey to automate its complex and manual revenue allocation processes. To round out the series, read Solution Highlight – Oracle Fusion Global SCM and Manufacturing – Part 2.
About Our Client: a trailblazer in the cyber security space, our client needed the ability to integrate Salesforce and Oracle Fusion to process Sales Orders and manage sellable items.
Challenge
- Item management without security
- Handling of additional product types and complicated attribution
- Sales Order Management for various business requirements
- Updating Salesforce with fulfillment information for better customer service
Solution
Improved Item Management integration by adding logic to Salesforce and expanding Product Management footprint
As a digital consultancy, we have the ability to work across multiple business units internally as one team to deliver a suitable solution for our client. In this solution, Perficient has engaged teams from three separate business units: Oracle, Salesforce and Cloud and API Consulting.
Oracle Fusion Product Management provides robust item management capabilities for item management. In this engagement, we introduced a new family or items and improved attribution updates through the integration. Key highlights include:
- Item Classes for Security: Item Classes improve Product Management security. By creating new item classes and custom roles, we implemented a secure item management capability for the client
- Item Classes for attribution: With the use of Extentisible Flexfield, we have added product family attribution to the item master
- Item Templates: We have improved the Item Management by including new Item Templates that requires separate attribution for revenue management and also for manufacturing and order fulfillment
- Additional Logic in Boomi Interface: Our technical team worked with our client and functional architects to create logic, and our Salesforce team assisted at the Salesforce end for item creation and synchronization, so that the items in Product Management drives proper Revenue Management functionality
Enhanced Order Management Fulfillment and Integration to Salesforce
Our client had implemented a simple Sales Order integration and out of the box Order Orchestration to process the sales orders. With revenue in play, Order Fulfillment requirements have become for complicated to be supported with the current solution. Key highlights of our solution include:
- Improved Order Orchestration: Oracle Order Orchestration (DOO) is the key workflow engine processing the Sales Order Fulfillment process. Our Oracle team has worked internally to created multiple DOOs to handle different scenarios
- Improved Integration Logic: With the help of our Boomi development team and Salesforce consultants, we were able to improve the logic in creating the sales orders and writing back and forth between Salesforce and Oracle to update the Order Creation and Order Fulfilment activities
Benefits
- Secure Product Management – Ensuring only authorized users to update product information
- Flexible Order Fulfillment – Enablement of various order fulfillment scenarios as well as feeding Revenue Management
- Effective and Accurate Item Management – Using Item Templates, Item Classes makes item management more accurate and more efficient.
- Flexible Order Fulfillment – the solution can handle various fulfillment scenarios to support multiple business requirement
Oracle Fusion Order Management and Product Management can work together to fulfill customer Sales Orders that turns into profits for corporations, hence critical component of every business.
This solution is particularly effective for companies looking to user multiple technology stacks and still using Oracle Fusion applications as their backbone ERP and SCM platforms.
Let me know if you’d like a deeper dive into any of these features!
]]>In the second blog post of this three-part Solution Highlight series featuring a proven leader in defense-grade, high assurance cyber security solutions, the topic is Salesforce and Oracle Cloud integration. If you missed the other blog posts in the series, I encourage you to read the Solution Highlight – Oracle Revenue Management / SSP – Part 1, authored by my colleague Jeff Davis. He shared our client’s journey to automate its complex and manual revenue allocation processes. To round out the series, read Solution Highlight – Oracle Fusion and Salesforce – Part 3.
About Our Client: a trailblazer in the cyber security space, our client needed the ability to integrate Salesforce and Oracle Fusion to process Sales Orders and manage sellable items.
Challenge
- Different Sales Order Fulfilment techniques based on the item type and country
- Global fulfillment with multiple countries (Business Units)
- Contract Manufacturing for Subassemblies
Customized Order Orchestration for various fulfillment scenarios
After analyzing the requirements, Perficient has customized the Order Orchestration to handle multiple fulfillment scenarios.
Key highlights include:
- Routed to different orchestration flows: Order Lines has been assigned to the requested orchestration trough the Salesforce Integration
- Wait Steps: Added wait steps based on business events for the Revenue Management requirements
Supply Chain Financial Orchestration for Intercompany Accounting
One of the requirements in the overall solution to create intercompany buy and sell transactions, in other words “internal drop ship” fulfillment. We used Supply Chain Financial Orchestration and Cost and Receipt accounting custom mappings sets and accounting rules to fulfill this requirements.
Key Highlights include:
- Build the Intercompany Trading model with Internal Customers and Suppliers and build entity relationship
- Create the Supply Chain Orchestration Rules and Flows
- Use of Subledger accounting to drive intercompany accounting
Outside Processing for Contract Manufacturing
Our client used a contract manufacturer for the subassemblies, but they didn’t have the supply planning module. After analyzing their requirements and Oracle footprint, we successfully implemented OSP (Outside Process) flow for their contract manufacturing solution.
Please refer to the blog that explains the decision process for Outside Processing and Contract Manufacturing:
Benefits
- Flexible Order Fulfillment – the solution can handle various fulfillment scenarios to support multiple business requirement
- Flexible Intercompany Accounting transactions – Oracle Supply Chain Financial Orchestration can handle various rules and flows between different Business Units to give flexibility to corporations doing international business
- Fast, but thorough implementation – Modelling a simpler OSP approach enabled us to implement the solution in a very short timespan making it quite effective and efficient for the client
- This solution is particularly effective for companies looking to user multiple technology stacks and still using Oracle Fusion applications as their backbone ERP and SCM platforms.
Let me know if you’d like a deeper dive into any of these features!
]]>Salesforce Connections 2025 is quickly approaching, and Perficient is excited to be part of it. On June 11–12, we’re heading to McCormick Place in Chicago and joining virtually on Salesforce+ to connect with marketers, commerce leaders, and innovators shaping the future with AI.
Here’s what you need to know before the event:
When and Where:
- Dates: June 11–12, 2025
- Location: McCormick Place, Chicago
- Online Access: Available via Salesforce+
Why It Matters:
Connections is where the future of marketing takes shape. This year, the focus is on agentic marketing, using AI agents to free marketers for more creativity, strategy, and impact. It’s about working smarter and delivering more personalized customer experiences at scale.
What You Can Expect:
- 270+ sessions on agentic strategies, AI innovation, and customer experience
- Hands-on demos with Agentforce, Data Cloud, Marketing Cloud, and more
- Expert insights into blending marketing, sales, and service into connected experiences
- New ideas to tackle real-world challenges and drive meaningful growth
Join Us at Our Happy Hour:
We’re kicking off Connections with a private Happy Hour at Fatpour Tap Works – McCormick on Tuesday, June 10. Join us for curated drinks, small bites, and real conversations, steps away from McCormick Place. Space is limited, so register now!
Stay Tuned for More:
We’re also hosting an exclusive, invite-only dinner during Connections for deeper conversations about the future of marketing and AI. Keep an eye out for more details soon, you won’t want to miss it.
Why We’re Going:
Salesforce Connections is the perfect place to exchange ideas, showcase new capabilities, and strengthen the partnerships that drive success. We’re ready to explore what’s next, and we look forward to connecting with clients, partners, and peers who are focused on moving business forward.
Explore Your Salesforce Health with PrecisionIQ
Our new PrecisionIQ assessment is available now to help you evaluate your organization’s marketing maturity and AI readiness. It’s a quick, insightful way to benchmark where you are and identify where to go next. Contact us to learn more.
If you’ll be at Connections — in Chicago or online — let’s connect. See you there.
]]>Your Salesforce platform holds massive potential but are you getting the most out of it?
With our PrecisionIQ Assessment, Perficient gives enterprise teams a clear view of what’s working, what’s not, and what’s next. If AI feels out of reach, adoption is stalling, or ROI is hard to prove, the problem isn’t the platform, it’s the gaps between people, process, and data.
As business evolves, even strong systems fall out of sync. PrecisionIQ uncovers those blind spots and gives you a strategic roadmap to close them fast.
A Clear Path Forward for Your Salesforce Platform
The PrecisionIQ Assessment is a strategic assessment designed to help you realign Salesforce with your business goals. We analyze how your people, processes, and platform work together (or don’t), and deliver a roadmap to optimize performance, reduce inefficiencies, and scale smarter.
What you’ll gain:
- A full view of how Salesforce is being used today
- Clear recommendations to streamline and improve performance
- A roadmap to prepare for AI, automation, and future growth
- Actionable insights to reduce technical debt and improve data quality
- Confidence that your platform is supporting, not slowing, your strategy
Common Signs You’re Ready for a PrecisionIQ Assessment
Not sure if your Salesforce org needs help? Many of our clients come to us facing familiar challenges:
- Slow system performance and lagging user experience
- Technical bloat from years of customization and patches
- Inaccurate or duplicate data leading to poor reporting
- Disconnected integrations that disrupt workflows
- Low user adoption or lack of visibility into platform usage
- Security risks from outdated governance or access controls
PrecisionIQ identifies the root causes behind these issues and helps you address them before they affect your outcomes.
Tailored Solutions for Your Industry
Every organization is different but most face the same need for better visibility, alignment, and readiness for what’s next. Whether you’re in:
- Manufacturing, where we improve planning and production performance
- Healthcare, where we support data-driven decision-making and care coordination
- Financial Services, where we modernize legacy systems and reduce risk
We bring cross-industry expertise and a proven framework to deliver results.
What You Can Expect from a PrecisionIQ Engagement
Each assessment includes expert guidance, practical recommendations, and measurable outcomes:
- Scorecards that benchmark your current performance
- Findings & Recommendations that connect fixes to business goals
- Customized guide with prioritized, actionable next steps
We make the invisible visible and give your team a clear plan for making the most of your Salesforce investment.
Why Perficient
Perficient brings the strategy, scale, and specialization needed to get Salesforce right.
As an Agentforce Partner Network member with deep expertise in Salesforce Data Cloud, we help enterprise teams accelerate modernization and unlock real value from their platform.
- 15+ years of Salesforce experience
- 1,600+ certifications
- 595+ enterprise projects delivered
- 4.8/5.0 CSAT score
- Trusted by Fortune 1000 companies across healthcare, financial services, and manufacturing