Single Sign-On (SSO) is a crucial part of modern web applications, enabling users to authenticate once and access multiple systems securely. If your organization uses Salesforce as an Identity Provider (IdP) and Drupal as a Service Provider (SP), you can establish a secure SSO connection using the SAML protocol. In this blog, we’ll walk through […]
Salesforce Lead-to-Revenue Management
The Cost of Disconnected Sales and Marketing Processes In many organizations, there’s palpable friction between marketing and sales teams. Should marketing be responsible for MQLs, meetings, pipeline—or all three? Why aren’t sales converting and closing enough deals? Too often, what happens between these teams is messy, manual, and misaligned. Leads fall through the cracks, handoffs […]
Empowering the Modern Insurance Agent: Digital Strategies That Deliver Business Impact
Digital transformation in insurance isn’t slowing down. But here’s the good news: agents aren’t being replaced by technology. They’re being empowered by it. Agents are more essential than ever in delivering value. For insurance leaders making strategic digital investments, the opportunity lies in enabling agents to deliver personalized, efficient, and human-centered experiences at scale. Drawing […]
Salesforce Health Check Assessment Unlocks ROI
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your Salesforce org should be your most powerful asset—not a tangled web of technical debt, short-term workarounds, and outdated architecture.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 […]
Agentforce Implementation Simplified
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 […]
Salesforce + Informatica: What It Means for Data Cloud and Our Customers
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 […]
Your Agentforce Readiness Assessment
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? […]
Securely Store API, Bearer and Auth Tokens with Platform Cache
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 […]
Data Cloud Workshop: From Readiness to Results
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 […]
Perficient is Shaping the Future of Salesforce Innovation
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 […]
Jill Boisvert Fosters Continuous Learning in Perficient’s Salesforce Practice
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 […]
Solution Highlight – Oracle Fusion and Salesforce – Part 3
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 / […]