Posts Tagged ‘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, […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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:  […]