Salesforce

The financial services industry stands at the edge of the largest wealth transfer in history. Over the coming decades, an estimated $124 trillion will shift from Baby Boomers to their heirs, primarily Gen X, Millennials, and eventually Gen Z. This generational shift brings both complexity and opportunity. Firms that take time to understand the evolving expectations of […]

The financial services industry is entering a new era defined by rapid transformation, constant disruption, and unprecedented opportunity. Digital-first client expectations, shifting demographics, and evolving market dynamics are reshaping how institutions operate, engage, and grow. At the heart of this evolution is a powerful convergence: the rise of AI, the acceleration of intergenerational wealth transfer, […]

As artificial intelligence continues to reshape the digital landscape, organizations are seeking clarity on how to strategically integrate AI into their digital experience platforms (DXPs). In its latest report, The Impact of AI on Digital Experience Platforms, Forrester explores how DXP vendors are embedding AI agents to streamline experience operations and expand toolsets — from copilots […]

Empathy, Resilience, Innovation, and Speed: The Blueprint for Intelligent Healthcare Transformation Forrester’s recent report, Becoming An Intelligent Healthcare Organization Is An Attainable Goal, Not A Lost Cause, confirms what healthcare executives already know: transformation is no longer optional. Perficient is proud to be quoted in this research, which outlines a pragmatic framework for becoming an […]

Modern Healthcare has once again recognized Perficient among the largest healthcare management consulting firms in the U.S., ranking us ninth in its 2025 survey. This honor reflects not only our growth but also our commitment to helping healthcare leaders navigate complexity with clarity, precision, and purpose. What’s Driving Demand: Innovation with Intent As provider, payer, […]

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

Supplementing Salesforce with Databricks as an enterprise Lakehouse solution brings advantages for various personas across an organization. Customer experience data is highly valued when it comes to driving personalized customer journeys leveraging company-wide applications beyond Salesforce. From enhanced customer satisfaction to tailored engagements and offerings that drive business renewals and expansions, the advantages are hard […]

Choosing the right healthcare provider shouldn’t be a guessing game. With Salesforce Health Cloud’s out-of-the-box provider search functionality, organizations can empower both support staff and patients to quickly and accurately locate in-network providers that match specific needs without complicated custom code.  In our latest demo, Jideofor Onyeneho, Lead Technical Consultant, and Lauren Faig, Salesforce Solution […]

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

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

How to Choose the Right Marketing Automation Platform Today’s marketers are under more pressure than ever: deliver highly personalized customer experiences, drive revenue growth, and do it all with fewer resources. Marketing automation platforms promise to help.  At a first glance, Salesforce Marketing Cloud Engagement and Oracle Eloqua seem similar. But look closer, and key […]

In the first part of this series, we covered how to connect a mobile app to Marketing Cloud Personalization using Salesforce’s Mobile SDK. In this post, we’ll explore how to send catalog items from the mobile app to your dataset. What’s new on the DemoApp? Since the last post, I made some changes in the […]