Governed AI in Banking Starts with Defining What Agents Can Do
Agentic AI Needs an Operating Model Before It Reaches Systems of Record AI is moving into the systems where banking work happens. That shift creates…
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MCP Productivity in Banking Comes from Less Rework
Delivery Friction Turns Evidence Gaps Into Rework AI productivity claims usually focus on speed: faster documentation, summaries, planning, and releases. In banking, speed only creates…
From Agentforce Pilot to Scale: What We’ve Learned and What Comes Next
A Salesforce field change rarely affects one field. It can touch flows, validation rules, reports, integrations, Apex, and the business processes built around them. Before…
Marketing Built for Constant Change: Perficient at Salesforce Connections 2026
Marketing never really pauses. Customer expectations shift quickly, data pours in from every direction, and new channels keep changing the playbook. At the same time,…
Agentforce Financial Services Use Cases: Modernizing Banking, Wealth, and Asset Management
Editor’s Note: We are thrilled to feature this guest post by Tracy Julian, Financial Services Industry Lead & Architect at Perficient. With over 20 years…
An Ultimate Guide to the Toast Notification in Salesforce LWC
Hello Trailblazers! Take a scenario where you are creating a record in Salesforce, and you are not getting any kind of confirmation via notification whether…
Cesar Martinez Hernandez Builds Confidence Through Salesforce Innovation and AI
Meet Cesar Martinez Hernandez, a technical architect in our Salesforce Business Unit, whose dedication to innovation, mentorship, and client success drives meaningful impact across teams…
Building a Marketing Cloud Custom Activity Powered by MuleSoft
The Why… Salesforce Marketing Cloud Engagement is incredibly powerful at orchestrating customer journeys, but it was never designed to be a system of record. Too…
Build, Govern, Measure: Agentforce Done Right
Part 1 of our Salesforce Outcomes Playbook made the case for measurable value and orchestrated workflows. In this next post, we move from strategy to…