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 Financial Services Cloud.

In this blog post, I’ll be sharing my personal experiences, key takeaways, and insights into the exciting developments and inspiring moments that made this event unforgettable.

So, stay tuned for all the details—you won’t want to miss it!

Salesforce Nagpur Ohana Gathering June 2025:

The Salesforce Nagpur Ohana Gathering was a power-packed joint event hosted by the Salesforce Architect Group Nagpur and the Salesforce Developer Group Nagpur. This vibrant meetup brought together Trailblazers from across the region to learn, connect, and grow as a community.

The event featured four insightful and engaging sessions, each led by experienced speakers who shared practical knowledge and real-world applications across various Salesforce domains. From advanced SOQL techniques to the latest in Flows and Financial Services Cloud, the sessions catered to both developers and admins, offering something valuable for everyone.

Let’s dive into a quick recap of each session and explore the key takeaways that made this event truly unforgettable.

1. SOQL Secrets: Staying Sharp within Salesforce Limits
   

   This session offered a deep dive into the art of writing efficient SOQL queries while staying within Salesforce’s governor limits. The speaker highlighted common pitfalls that can lead to performance issues, such as unselective queries and poor use of relationships. Real-world examples demonstrated how indexing, selective filters, and query planning can make a huge difference. Whether you’re a beginner or an experienced developer, this talk delivered practical tips to optimize your queries, improve system performance, and avoid hitting those dreaded limits.

2. Working With Large Data Volume

   This session focused on best practices for handling large data volumes (LDV) in Salesforce without compromising performance. The speaker shared insights on data modeling strategies, indexing, and using tools like skinny tables and Big Objects. Techniques such as asynchronous processing, batch Apex, and data archiving were discussed to manage and optimize large datasets effectively. The session served as a valuable guide for developers and admins looking to scale their orgs efficiently while maintaining speed and reliability.

3. Latest Features and Updates in Salesforce Flows

   This session explored the newest enhancements in Salesforce Flows, showcasing how Flow is becoming the go-to automation tool across the platform. The speaker walked through recent updates like reactive components, HTTP callouts from Flow, and new debugging improvements. Real-world use cases illustrated how these features simplify complex business processes without the need for code. Whether you’re an admin or developer, this session highlighted why staying up-to-date with Flow capabilities is key to building smarter, more efficient automations.

4. Financial Services Cloud

   In this session, attendees got an insightful overview of Salesforce Financial Services Cloud (FSC) and how it transforms customer relationship management in industries like banking, insurance, and wealth management. The speaker showcased FSC’s industry-specific data model, features like Actionable Relationship Center, and powerful tools for client onboarding and financial goal tracking. With real-life examples, the session highlighted how FSC helps financial institutions deliver personalized, compliant, and scalable solutions tailored to client needs.

All four sessions were highly informative, providing a wealth of knowledge and practical insights for everyone in attendance.

Quiz Competition, Swag Distribution & Group Photo Moments

After a series of knowledge-packed sessions, the meetup concluded with a lively and interactive quiz competition. Participants enthusiastically put their learnings to the test, answering questions based on the day’s topics. The atmosphere was filled with energy, laughter, and a healthy dose of competition. To celebrate their quick thinking and sharp memory, the top scorers were awarded exciting swag—adding a spark of joy and recognition to the experience.

As the day came to a close, all attendees gathered for a grand group photo, capturing the spirit of the SF Trailblazer Community. With big smiles and loud “CHEESE!” chants, the moment reflected the vibrant connections, shared passion, and collaborative spirit that define the Trailblazer ecosystem.

Here are some of the memorable highlights from the day, captured in photos—each frame telling a story of learning, laughter, and leadership.

Conclusion

The Trailblazer Community Meetup was not just a learning experience, but a reminder of the power of community and continuous growth in the SF ecosystem. The sessions provided practical insights and fresh perspectives that I’m excited to apply in my day-to-day work. Huge thanks to the organizers and speakers for delivering such value-packed content. Looking forward to the next one!

Happy Reading!!

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 to miss. Databricks maps data from a variety of enterprise apps, including those used by Sales, Marketing and Finance. Consequently, layering Databricks Generative AI and predictive ML capabilities provide easily accessible best-fit recommendations that help eliminate challenges and highlight success areas within your company’s customer base.

In this blog, I elaborate on the different methods whereby Salesforce data is made accessible from within Databricks. While accessing Databricks data from Salesforce is possible, it is not the topic of this post and will perhaps be tackled in a later blog. I have focused on the built-in capabilities within both Salesforce and Databricks and have therefore excluded 3^rd party data integration platforms. There are three main ways to achieve this integration:

1. Databricks Lakeflow Ingestion from Salesforce
2. Databricks Query Federation from Salesforce Data Cloud
3. Databricks Files Sharing from Salesforce Data Cloud

Choosing the best approach to use depends on your use case. The decision is driven by several factors, such as the expected latency of accessing the latest Salesforce data, the complexity of the data transformations needed, and the volume of Salesforce data of interest. And it may very well be that more than one method is implemented to cater for different requirements.

While the first method copies the raw Salesforce data over to Databricks, methods 2 and 3 offer no-copy alternatives, thus leveraging Salesforce Data Cloud itself as the raw data layer. The no-copy alternatives are great in that they leverage Salesforce’s native capability of managing its own data lake thus eliminating overhead by redoing that effort. However, there are limitations to doing that, depending on the use case. The matrix below presents how each method compares when factoring in the key criteria for integration.

Method	Lakeflow Ingestion	Salesforce Data Cloud Query Federation	Salesforce Data Cloud File Sharing
Type	Data Ingestion	Zero-Copy	Zero-Copy
Supports Salesforce Data Cloud as a Source?	︎ Yes	︎ Yes	︎ Yes
Incremental Data Refreshes	︎ Automated processing into Databricks based on SF standard timestamp fields. Formula fields always require a full refresh of the formulas.	︎ Automated in SF Data Cloud (Requires custom handling if copying to Databricks)	︎ Automated in SF Data Cloud (Requires custom handling if copying to Databricks)
Processing of Soft Deletes	︎ Yes Supported incrementally	︎ Automated in SF Data Cloud (Requires custom handling if copying to Databricks)	︎ Automated in SF Data Cloud (Requires custom handling if copying to Databricks)
Processing of Hard Deletes	✘ Requires a full refresh	︎ Automated in SF Data Cloud (Requires custom handling if copying to Databricks)	︎ Automated in SF Data Cloud (Requires custom handling if copying to Databricks)
Query Response Time	︎ Best as data is queried from a local copy and processed within Databricks	Slower as query response is dependent on SF Data Cloud, and data has to travel across networks	Slower as data travels across networks
Supports Real-Time Querying?	✘ No The pipeline runs on a schedule to copy data for example, hourly, daily, etc.	︎ Yes Live query execution on SF Data Cloud (Data Cloud DLO is refreshed from Salesforce modules either in batches, streaming (every 3 min), or in real-time.)	︎ Yes Live data sourced from SF Data Cloud (Data Cloud DLO is refreshed from Salesforce modules either in batches, streaming (every 3 min), or in real-time.)
Supports Databricks Streaming Pipelines?	︎ Yes, With Declarative Pipelines into Streaming tables (DLT) (runs as micro-batch jobs)	✘ No	✘ No
Suitable for High Data Volume?	︎ Yes SF Bulk API is called for high data volumes such as initial loads, and SF REST API is used for lower data volumes such as limited data volume incremental loads.	✘ No Reliant on JDBC Query Pushdown limitations and SF performance	Moderate This method is more suitable than Query Federation when it comes to zero-copy with high volumes of data.
Supports Data Transformation	No direct transformation. Ingests SF objects as is. Transformation happens downstream in the Declarative Pipeline.	︎ Yes. DBRX pushes queries over to Salesforce using JDBC protocol.	︎ Yes. Transformations execute on Databricks compute
Protocol	SF REST API and Bulk API over HTTPS	JDBC over HTTPS	Salesforce Data Cloud DaaS APIs over HTTPS (file-based access)
Scalability	Up to 250 objects per pipeline. Multiple pipelines are allowed.	Depending on SF Data Cloud performance when running transformation with multiple objects	Up to 250 Data Cloud objects may be included in a data share. Up to 10 data shares.
Salesforce Prerequisites	API-enabled Salesforce user with access to desired objects	Salesforce Data Cloud must be available. Data Cloud DMOs mapped to DLOs with Streams or other methods for Data Lake population. Enable JDBC API access to Data Cloud.	Salesforce Data Cloud must be available. Data Cloud DMOs mapped to DLOs with Streams or other methods for Data Lake population. Data share target is created in SF with shared objects.

If you’re looking for guidance on leveraging Databricks with Salesforce, reach out to Perficient for a discussion with Salesforce and Databricks specialists.

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 Architect, walk through two real-world use cases that showcase the flexibility and depth of provider search within Salesforce: internal customer service and external patient self-service. 

Two Use Cases, One Core Tool

1. Internal Support for Customer Service Teams
When patients call in for help finding care, your team can easily filter in-network providers by:

• Specialty and subspecialty (e.g., Primary Care, Chiropractic) 
• Facility location and distance (e.g., within 5 miles of a zip code) 
• Availability (e.g., accepting new patients) 
• Identifiers like NPI 

In just a few clicks, agents surface providers with operating hours, facility affiliations, and contact details—streamlining support and improving outcomes. Additional options like Gender Preference, Insurance validations and accepting new patient validations are also available. 

2. Patient Self-Service via Experience Cloud
Patients can access the same powerful search capabilities through a branded Experience Cloud portal, either public-facing or behind login. They can:

• Search by provider name, specialty, or location 
• Filter by language, insurance plan, or other custom fields 
• View detailed provider and facility information 

It’s a seamless way to deliver 24/7 access and empower patients to make informed decisions about their care while minimizing out of pocket expenses and patient leakage by reducing results that prompt out of network care.  

Built with Standard Salesforce Tools 

What’s under the hood? Mostly point-and-click configuration. 

This demo uses the Care Provider Searchable Field object to manage search inputs like provider name, specialty, NPI, and facility name. Nearly all of the demo functionality is built using standard Salesforce tools, minimizing complexity while maximizing value. 

Need more advanced functionality? Customization and integrations are always possible depending on your organization’s goals. 

Let’s Talk About What This Could Look Like for You 

Whether you’re just getting started with provider network management or looking to optimize an existing system, we’re here to help. Perficient’s Salesforce experts are ready to tailor a solution that aligns with your operational, compliance, and growth priorities. 

Reach out to us today to schedule a conversation or request a personalized demo. 

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 Dreamforce is a whole new beast. With Salesforce going all-in on Agentforce and AI, the stakes and opportunities are sky-high. Here’s what you need to know before you touch down in the Bay. 

First: What Is Dreamforce? 

Dreamforce brings together more than 180,000 Salesforce professionals, customers, developers, architects, marketers, and executives in San Francisco and online. Over three days, attendees can expect 1,000+ sessions, keynotes, workshops, and networking opportunities, plus a few surprise celebrity appearances. 

You’ll see real AI in action, learn what’s next for Salesforce, and leave with new ideas, new contacts, and practical tools you can put to work right away. 

What’s New This Year? 

This year’s Dreamforce is all about putting AI and solutions like Agentforce to work across the business. 

Here’s what to watch: 

• AI agents built to support teams across departments 

• Real-time data integrated into daily operations 

• The next stage of the Agentforce platform and how it’s being used 

As a member of the Agentforce Partner Network, Perficient will be there to show what this looks like in action with practical solutions and clear outcomes. 

Perficient at Dreamforce 2025: Where to Find Us 

We’re focused on quality conversations in the right settings. Here’s where we’ll be connecting: 

• Keynote Watch Party: Join us for a relaxed start to the day with breakfast, coffee, and space to digest the big announcements together. 

• Client Lunches + Executive Sessions: By invitation, focused on real business challenges and AI strategy. 

• Happy Hours at The Wine Society and Chotto Matte: Good food and drinks with the right people in the room. 

We’ll also be showcasing our latest PrecisionIQ Assessment tools designed to help you assess where you are and what’s next. 

Spots are limited.  Visit our Dreamforce Resource Center to make sure you’re on the list and in the loop. 

Who’s Taking the Stage? 

Who’s Taking the Stage at Dreamforce 2025? 

This year’s speaker lineup blends tech visionaries with cultural icons, and it’s shaping up to be one of the most memorable yet. Here are just a few names you’ll see on stage: 

• Andrew Ng – Founder of DeepLearning.AI and leading voice in AI innovation 

• Tekedra Mawakana – Co-CEO of Waymo, pushing the boundaries of autonomous technology 

• Ellen Pompeo – Actress, producer, and advocate for equity and mental health 

• Jesse Eisenberg – Academy Award-nominated actor, filmmaker, and playwright 

• America Ferrera – Award-winning actor and director known for championing inclusive storytelling 

• Rob Lowe – Hollywood icon, producer, and author with a sharp eye for leadership and reinvention 

From deep dives into AI to fresh takes on leadership, creativity, and innovation. This lineup brings both insight and star power. Don’t miss it. 

Where to Stay (Don’t Wait!) 

Hotels go fast during Dreamforce. If you haven’t booked yet, here are your best options: 

• Stay near Moscone for easy access and shorter days. 

• Check Salesforce’s preferred hotel list when you register. 

• Look at Airbnb or hostels if you’re on a budget but still want to stay central. 

• Consider staying outside the city and using BART to commute 

Wherever you land, book soon. Prices will only climb as October gets closer. 

Don’t Forget the Parties 

Dreamforce doesn’t end when the sessions do. The evenings are packed with energy, music, and networking. 

• Dreamfest – The main event: a massive concert with an A-list performer (past headliners include Metallica, Foo Fighters, and the Red Hot Chili Peppers). 

• Pop-up parties are unannounced events and surprise performances that happen throughout the city.  

• Partner events like ours are curated gatherings built for real conversations, great food, and meaningful connections. 

If you’re coming to Dreamforce, come ready for both the business and the after-hours. 

Final Tips from Team Perficient 

• Plan ahead. Have a schedule but leave room for spontaneous moments. They’re often the most valuable. 

• Pack smart. Bring a backup charger and shoes you can walk in all day. 

• Don’t forget the livestream. If you’re tuning in via Salesforce+, you’ll still get high-quality content and key announcements. 

Save the Dates 

October 14–16, 2025 | San Francisco + Salesforce+ 

Our full Dreamforce schedule is available now: don’t wait to sign up, space for our events go quickly! 

We’re heading to Agentforce World Tour Boston to connect, learn, and talk AI-first strategy. 

As the momentum around generative AI grows, so does the urgency to act. Companies across healthcare, life sciences, and financial services are under pressure to operationalize it without adding risk or complexity. 

If you’re joining us in Boston, here’s what you need to know: 

• Date: Thursday, June 26, 2025 | 9:00 a.m. to 5:00 p.m. ET 

• Location: Boston Convention and Exhibition Center, 415 Summer St, Boston, MA 02210 

• Registration: Free, but required 

Why Attend?
Agentforce World Tour Boston is a one-day, free event packed with over 95 expert-led sessions, live demos, and hands-on training. You’ll explore how to activate personalized, data-driven AI agents that work 24/7, improving efficiency, accelerating time-to-value, and driving real business outcomes. 

Whether you’re deep into your AI journey or just starting out, this event is a chance to learn directly from Salesforce product leaders, industry experts, and trailblazing customers who are already seeing results. 

Get insight from the minds behind the innovation, with a speaker lineup designed to inspire and inform: 

• Joe Ferraro, VP, Product Management, Life Sciences Cloud 

• Dani Fu, VP, Professional Services Leader 

• Connor Marsden, President, Sales 

• Kate McArdle, SVP, Solutions 

See What AI Can Really Do.
Agentforce World Tours are more than sessions; it’s a full-day immersion into what AI can deliver across industries. Explore real-world use cases across healthcare and life sciences, financial services, and tech as you learn from peers, uncover emerging trends, and walk away with strategies to scale impact. 

Not Sure Where to Start? The PrecisionIQ Assessment Can Help. 

After a day full of big ideas and possibilities, it’s easy to feel a little overwhelmed. If you’re wondering how to turn it all into action, our PrecisionIQ Assessment is a great place to start. The PrecisionIQ Assessment is a Salesforce health check showing where your organization stands, identifying gaps, and pinpointing where AI can drive the most value. You’ll walk away with clear, practical next steps to move forward with confidence. 

What’s Included:
We offer two levels of support depending on your business needs: 

• Complimentary Quick Assessment (3–5 days): This free option includes a Salesforce health check using automated tools, a technical walkthrough of key findings, and early recommendations focused on cost savings and platform optimization. 

• In-Depth Engagement (2–5 weeks): For teams looking to dive deeper, this paid service builds on the quick assessment and adds a comprehensive usage review, adoption planning, and a clear roadmap for scaling. You’ll also get tailored guidance to reduce technical debt, prep your data for AI, and align your Salesforce strategy with future goals. 

Let’s Connect in Boston.
Planning to attend? Let us know! Send us a note, and we’ll set up time for a quick coffee or chat during the event. We’d love to hear about your AI goals and share what we’re seeing in the market. 

Thought Leadership and Events  

• Salesforce + Informatica: What It Means for Data Cloud and Our Customers 

• Unlock More from Salesforce with the PrecisionIQ Assessment 

• Perficient at Connections 2025 

Salesforce is about to launch Agentforce 3.0, and it marks a major leap forward in how enterprises manage a hybrid workforce of humans and AI agents. The platform is designed to help organizations scale digital labor with more visibility, more flexibility, and more trusted AI performance. 

Launching June 23 on Salesforce+, Agentforce 3.0 introduces: 

• A powerful new Command Center for managing human and AI collaboration in real time 

• Open standards support (MCP + A2A) to connect seamlessly across tools and systems 

• 50+ agents in the expanded AgentExchange 

• 20+ prebuilt actions to accelerate deployment across industries 

• An upgraded Atlas Reasoning Engine for faster, smarter AI decisions 

• Deep integration with Data Cloud for real-time data access 

Perficient Is an Agentforce Partner Network Member 

As a certified Agentforce Partner, Perficient is helping clients prepare now. We bring expertise, tools, and hands-on support to help you get ahead of the curve before the update goes live. 

Watch the Launch on Salesforce+ 

Don’t miss the official reveal, streaming live: June 23 at 9:00 a.m. PT on Salesforce+.

With thousands of skilled strategists and technologists worldwide, Perficient harnesses a collaborative spirit that delivers real results through the power of technology. We combine our deep industry expertise with trusted partnerships alongside leading technology innovators to transform some of the world’s biggest brands.  

Perficient’s vision is to be the place where great minds and great companies converge to boldly advance business. We fulfill this through our mission to Shatter Boundaries, Obsess Over Outcomes, and Forge the Future. In this final blog of our series celebrating Perficient’s recognition as a 2025 USA Today Top Workplace, we spotlight how our award-winning partnerships and diverse expertise fuel innovation and client success. Watch the video below to see how Perficient reimagines and revolutionizes digital transformation through collaboration with our clients and partners.  

Perficient’s Award-Winning Technology Partnerships 

Our broad partnerships with industry-leading technology innovators empower us to deliver customized, scalable solutions across industries and platforms that drive long-term growth. With an industry-first approach, we keep our solutions flexible and adaptable to evolving client needs. This versatility allows us to tailor each solution with the best-fit technologies, addressing unique industry challenges with greater personalization and enhancing client outcomes. 

“I see a lot of potential in Perficient in continuing to accelerate by tapping into the deep knowledge of our talent in the company and continuing to invest in some of the technologies and partners that we’re working with today.” – Gugu Mabuza, Director, App Modernization

By leveraging our world-class expertise and strategic partnerships, we design and implement award-winning solutions that transform how our clients connect with their customers and grow their business. Our partner network’s tradeshows are also great opportunities to connect, engage, and learn. Perficient colleagues regularly attend these events, showcasing their expertise and deepening their knowledge of our partners’ technology stacks. 

“When we think about being partners with big companies like Adobe and Salesforce—that have a lot of knowledge that could bring us more knowledge and clients—we need to be working closely with them on a high level. We need to take advantage of that to be working together as a team.” – Lina Jaramillo, General Manager, Colombia 

Although we maintain many strategic alliances, our largest partnerships with leading technology innovators are some of the most impactful. Let’s explore these key partnerships and how our expertise delivers exceptional value through high-impact solutions. 

Adobe 

As an Adobe Platinum Partner with more than 300 certifications, we deliver top-tier expertise that reimagines customer experiences and accelerates business velocity for the world’s biggest brands. Our end-to-end marketing solutions on Adobe Experience Cloud empower clients to build deeper customer connections through smarter engagement, enhanced personalization, and data-driven insights.  

We proudly stand as Adobe’s leading digital experience partner, having successfully completed more than 800 engagements across Adobe, Marketo, and Adobe Commerce platforms. As an award-winning Adobe Specialized Partner, we hold seven Adobe specializations—Experience Manager Sites, Experience Manager Run and Operate, Analytics, Commerce, Marketo Engage, Target, and Customer Journey Analytics—demonstrating our proven track record of successful implementations. 

READ MORE: How Sunbelt Rentals Used First-Party Data to Convert Millions in Revenue  

At the forefront of digital marketing innovation, our Adobe experts led the first large-scale customer deployment to Adobe Experience Manager as a Cloud Service (AEMaaCS) and became the first globally to earn the Marketo Engage specialization. Powered by GenStudio and Sensei, our Adobe Generative AI (GenAI) solutions transform marketing by accelerating content creation, streamlining omnichannel campaigns, and enabling precise customer behavior forecasting to maximize personalization and ROI.   

Amazon Web Services 

In addition to our valued Adobe partnership, we are proud to be an Amazon Web Services (AWS) Advanced Services Partner. With over 15 years of experience and more than 150 successful AWS implementations, our deep expertise in cloud and enterprise applications helps clients optimize infrastructure, streamline operations, and enhance data analytics.  

By combining AWS’s cross-industry flexibility with our broad industry expertise, we develop tailored cloud transformation strategies aligned to each client’s unique objectives. This adaptable approach drives innovation and collaboration across our partner ecosystem, consistently delivering high-value, measurable business outcomes.  

Our AWS solutions address critical business needs such as cloud migration, cost optimization, application modernization, product development, and advanced data capabilities—empowering organizations to improve operational efficiency, scalability, security, and speed to market. We also lead in AI-driven AWS solutions, leveraging Amazon Q Developer, Amazon Q Business, AWS Transform, Bedrock, and SageMaker to build and scale GenAI applications, accelerate product development, and deliver personalized, data-rich customer experiences. 

LEARN MORE: Revolutionizing Patient Journeys With Amazon Connect 

Our longstanding AWS partnership and highly specialized solutions have earned us multiple key competencies and service delivery designations, including: 

• AWS DevOps Competency—excellence in delivering DevSecOps solutions 

• AWS Healthcare Services Competency—transformative healthcare cloud solutions 

• AWS Migration and Modernization Competency—efficient, automated application migration and modernization journeys 

• AWS Glue Service Delivery Designation—scalable, cost-effective data integration, transformation, and analytics 

• Amazon Connect Service Delivery Designation—customer service solutions and expertise 

Salesforce 

As a leading Salesforce consulting partner, we deliver intelligent, data-driven solutions that enhance efficiency, collaboration, personalization, and actionable insights. With deep expertise across Data Cloud, Agentforce, Marketing Cloud, and Experience Cloud, we have successfully completed more than 3,000 Salesforce implementations. Our end-to-end solutions span customer service, digital marketing, communities, automation, commerce, platforms, and MuleSoft—enabling seamless digital experiences and personalized customer journeys. 

Harnessing Agentforce and Data Cloud, we drive AI–powered engagement to elevate sales, customer service, and marketing performance. As a member of the Agentforce Partner Network, we lead in building and deploying third-party AI agents that boost customer engagement and operational efficiency.  

By uniting our Salesforce expertise with cross-industry knowledge, we accelerate transformation across manufacturing, healthcare, financial services, and insurance sectors.  

• Manufacturing: Automate marketing, optimize partner management, and drive connected customer experiences with data insights.  

• Healthcare: Use Salesforce Health Cloud to unify care ecosystems, streamline operations, and improve patient experiences. 

• Financial Services: Trusted by more than 50 leading public financial services companies, we enable cross-channel personalization, real-time engagement, and smarter business intelligence with Salesforce Financial Services Cloud.  

• Insurance: Our Salesforce Digital Direct solution scales operating models, accelerates time to market, centralizes customer data, and delivers personalized experiences. 

READ MORE: Strengthening Provider Relationship Management with Salesforce CRM 

Microsoft 

Recognized as a Microsoft Solutions Partner with over 20 years of experience, we accelerate business growth by enhancing internal productivity and collaboration, while elevating customer service, sales, and marketing through personalized, connected experiences.  

Our transformative Microsoft Cloud solutions empower clients to build modern workplaces by leveraging our award-winning expertise in app modernization, cloud-native development, intelligent business applications, and employee experience platforms. With extensive capabilities across Microsoft Azure, Dynamics, Modern Work, and Power Platform, we are proud to be one of only 40 Microsoft ESI (Enterprise & Strategic Industry) Managed Partners globally—a designation reserved for elite partners trusted to deliver large-scale, industry-focused digital transformation. This exclusive status gives Perficient and our clients priority access to Microsoft innovations, enhanced support, and joint go-to-market opportunities. 

Perficient holds five of the six Microsoft Solutions Partner designations in Data and AI, Digital and App Innovation, Business Applications, Security, and Modern Work. As a result of our technical prowess and outstanding performance, we have also attained Microsoft Specializations in the following areas: 

• Adoption and Change Management 

• Advanced Custom Teams Solutions  

• Low-Code Application Development 

• Migrate Enterprise Apps to Azure 

• AI Platform on Azure 

• Intelligent Automation 

Our technical experts deliver integrated Microsoft AI solutions across industries and job functions, leveraging technologies such as Copilot and Azure to drive productivity, intelligent task automation, and actionable data insights for our clients. We also transform the healthcare and life sciences and manufacturing industries using Microsoft AI technologies to improve patient care, centralize data, optimize operations, and enhance supply chain efficiency. 

LEARN MORE: Architecting a Blueprint for Application Innovation at Builders FirstSource  

Our unwavering dedication to collaboration and innovation drives award-winning solutions that are reshaping the digital consulting landscape. By forging long-term partnerships with leading technology innovators and harnessing cutting-edge technologies, we boldly advance business alongside our clients. This final blog in our series not only celebrates Perficient’s recognition as a top workplace but also reaffirms our vision to empower clients and accelerate business growth. If you’re new to the series, we invite you to explore our earlier blogs to discover how our mission brings this vision to life. 

READY TO GROW YOUR CAREER?  

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.  

Visit our Careers page  to see career opportunities and more!  

Go inside Life at Perficient  and connect with us on LinkedIn, YouTube, X, Facebook, TikTok, and Instagram.  

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.

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.  

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 

Ready to see what your Salesforce platform is capable of? 

Get your PrecisionIQ Assessment today.

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.