Peeklogic

11/02/2026

Salesforce Manufacturing Cloud is not just another CRM rollout. For manufacturers, the real challenge is connecting sales agreements, forecasts, customer demand, ERP data, and operational processes without creating another disconnected system. ⚠️
That is what makes Manufacturing Cloud different. Sales may work in Salesforce, while ERP remains responsible for products, inventory, production, shipments, and financial transactions. The value comes from making those systems work together with clear data ownership and reliable integration.
In our article, we explain how Manufacturing Cloud works, why ERP integration and forecasting make implementation more complex, what a successful rollout should include, and how to choose the right implementation partner. We also cover sales agreements, account-based forecasting, master data, migration, common implementation risks, and post-launch support.
The goal is not to recreate ERP inside Salesforce. It is to give sales, service, operations, and management the customer and demand context they need, while keeping production and financial systems authoritative. ✅
Read the full article: https://bit.ly/3V3lIIW

10/30/2026

Connecting and ? Before you map a single field, decide which way each record should sync ↔️

The easy rule: data travels from the team that owns it to the team that needs it.

So:

🔄 Accounts, Contacts and Products sync both ways, since sales and finance both edit them.
➡️ Won Opportunities go one way, to NetSuite as Sales Orders.
⬅️ And invoices and payments come back from finance, so sales knows who’s paid before the renewal call.

Custom objects need more planning: they’re specific to your business, and they’re where a mapping that worked in the demo starts dropping fields. 🧩

To save your team the time and trouble of figuring it all out, we’ve laid out the full map in our recent post (plus the gotchas to plan for) 👇

https://bit.ly/4yW09rV

Want to see the map run on your own records instead of on paper? 👀

🔗 Peeklogic NetSuite Connector is built for enterprise ERP setups (50+ entities, custom records and OneWorld subsidiaries), and it takes about 30 minutes to set up. Try it free on AppExchange!

10/30/2026

Happy Halloween from ! 🎃 Work goes on as usual, but holidays always bring a festive atmosphere to the office that makes the day a bit more fun. Same projects, just with better vibes.

10/19/2026

Salesforce CRM should connect your business, not become another data silo. 🔗
When ERP, marketing, finance, support, analytics, and other systems operate separately, teams end up with duplicate records, manual updates, and different versions of the same customer. A well-designed Salesforce integration helps bring those processes together and gives teams access to more consistent, reliable data. 📊
In our new guide, we explain how integration in Salesforce CRM works across data, process, and UI layers, when to use synchronous or asynchronous patterns, how REST, SOAP, Bulk API, and event-driven approaches differ, and when native connectors, iPaaS, or custom development make the most sense.
The goal is not to connect everything in the same way. It is to choose the right architecture for each workload, keep ownership clear, and make the integration reliable as the business grows.
Read the full article: https://bit.ly/4i5Hkfb

10/14/2026

Salesforce CRM should connect your business, not become another data silo. 🔗
When ERP, marketing, finance, support, analytics, and other systems operate separately, teams end up with duplicate records, manual updates, and different versions of the same customer. A well-designed Salesforce integration helps bring those processes together and gives teams access to more consistent, reliable data. 📊
In our new guide, we explain how integration in Salesforce CRM works across data, process, and UI layers, when to use synchronous or asynchronous patterns, how REST, SOAP, Bulk API, and event-driven approaches differ, and when native connectors, iPaaS, or custom development make the most sense.
The goal is not to connect everything in the same way. It is to choose the right architecture for each workload, keep ownership clear, and make the integration reliable as the business grows.
Read the full article: https://bit.ly/4hWgwhl

09/22/2026

Boomi vs Workato sounds like a simple platform comparison, but for Salesforce teams the real difference goes much deeper.

Boomi is usually the stronger fit when the challenge is complex integration across ERP, legacy systems, databases, and hybrid environments.

Workato tends to shine when the priority is fast workflow automation across Salesforce and a modern SaaS stack. 🔄

In our new article, we compare both platforms across:
• Salesforce integration
• Data transformation
• Workflow automation
• Hybrid connectivity
• B2B / EDI
• Pricing
• Ease of use
• 2026 AI and agentic capabilities

We also break down when to choose Boomi, when Workato makes more sense, and what to consider before making the final decision.

Read the full article: https://bit.ly/4xKvoW9

09/09/2026

🤖 without the hype, just practical use cases for admins.
How can Agentforce actually save time in your day-to-day Salesforce work?
In our new video, we explore practical ways Salesforce admins can use Agentforce to:
🔹 Find records with missing data
🔹 Identify duplicate and outdated accounts
🔹 Analyze Salesforce data quality trends
🔹 Set up alerts and validation rules
🔹 Create Salesforce reports with simple prompts

If you're a Salesforce admin or want to get more out of Agentforce this video is for you.
🎥 Watch the full video: https://bit.ly/4r7Op3i

And if you want to see more real-world Agentforce use cases, make sure to follow our channel. We're exploring its capabilities and sharing what we learn along the way.

How can Salesforce admins actually use Agentforce to save time? In ...

09/07/2026

Salesforce CPQ is never just about generating quotes.
In our latest article, we break down two real-world implementations to show how differently CPQ architecture can work depending on the business:
🏦 FinTech & Insurance: complex product rules, pricing logic, discounts, renewals, and quote automation.
☀️Solar Energy: CPQ connected with mobile field workflows, SharePoint, PDF generation, offline functionality, and operational processes.
We also cover:
✓ What a production Salesforce CPQ implementation actually includes
✓ FinTech vs. Solar CPQ architecture
✓ 5 steps for planning a CPQ customization project
✓ What existing Salesforce CPQ customers should consider in 2026
Read the full article: https://bit.ly/4hd0Ua5

09/01/2026

Peeklogic is turning 11! 🎉
11 years of building, learning, growing, and building great things together. One thing that still amazes us is that one of our very first clients is still working with us more than 10 years later. What started as a project all those years ago turned into a long-term partnership, and we couldn’t be more grateful for that trust.

And this milestone wouldn’t be possible without our clients. Thank you for trusting us with your ideas, your challenges, and your businesses. ❤️
And to our amazing team — thank you for turning what can start as a simple idea in a business owner’s head into something real, useful, and impactful. You’re the reason those ideas become great things.

11 years of Peeklogic. And we’re just getting started!

09/01/2026

Building an product is very different from customizing for a single company.
A commercial product needs to work across customer orgs, pass Security Review, handle upgrades, survive Salesforce releases, and stay maintainable as the roadmap grows.

And with 10,000 Salesforce apps already in the ecosystem, choosing the right development partner is more than a staffing decision.
In our new guide, we break down what ISVs should look for:
✅ Managed package and ISV experience
✅ 1GP vs. 2GP packaging strategy
✅ Security Review preparation
✅ Scalable architecture and integrations
✅ CI/CD, testing, and release management
✅ Licensing and post-launch support

At Peeklogic, we’ve built 6 AppExchange products of our own and 15+ products for clients, with a first-attempt Security Review pass track record.
Read the full guide: https://bit.ly/461aoPt