Peeklogic Digest – February 2026

February was a productive and eventful month for our team, filled with learning, knowledge sharing, and new resources for the Salesforce community. We focused on practical education through webinars, published detailed guides for businesses planning integrations, and continued expanding our technical content library. This digest highlights everything we prepared and shared to help teams work smarter with Salesforce and connected systems. From AI use cases to ERP and DevOps integrations, our goal remains simple: provide clear and useful information professionals can actually apply. Below is a quick overview of what we worked on throughout the month.

Agentforce in FinTech Webinar

We are preparing a practical webinar tomorrow, Agentforce in FinTech: Customer Support & Fees Transparency, taking place on March 3rd, where we will demonstrate real use cases showing how AI agents improve financial service operations. During the session, we will show how an AI agent can handle common customer support and account inquiries such as transaction status, balances, and payment issues while escalating complex requests to human agents when needed. We will also demonstrate how AI can clearly explain subscription plans, pricing models, and fee structures so customers better understand charges and billing. These scenarios are designed to help companies reduce support workload while improving transparency and trust. The session is focused on real business situations rather than theory so attendees can apply the ideas immediately. You can register for the webinar here.

Meet Peeklogic at TDX2026

We are proud sponsors of TDX2026, which is held on April 15-16, 2026, at Moscone West in San Francisco. This event, hosted by Salesforce, brings together developers, admins, and partners to share ideas and explore new technologies. Our team will be available throughout the event to discuss integrations, automation strategies, and practical Salesforce solutions. You can find us at Booth 6, where we will be happy to answer questions and demonstrate how our connectors work in real scenarios. Meeting attendees face-to-face is always a valuable opportunity for meaningful conversations and feedback. We look forward to seeing familiar faces and meeting new professionals from across the ecosystem. If you plan to attend, be sure to stop by and say hello.

Service Cloud & Jira Webinar Recording

On February 19th, we hosted our webinar Align Service Cloud & Jira Without Custom Code, where we presented practical examples of how support and engineering teams can stay aligned without manual processes. We demonstrated automated case escalation and status synchronization, where high-priority Salesforce cases automatically create Jira issues and remain bi-directionally synced. This ensures both teams always see the same information without switching systems or sending updates manually. We also showed how comments and attachments can sync between platforms, allowing seamless collaboration across departments. The session focused on reducing delays, improving visibility, and eliminating duplicate work. If you missed it, you can watch the recording here.

Salesforce Integration & Outstaffing Articles

This month we published several detailed articles to help companies plan integrations and choose the right development approach. One guide explains how to evaluate project value before development begins in How to Evaluate the ROI of a Salesforce Custom Integration Before Starting the Project. We also shared a practical breakdown of advantages and limitations of external teams in Salesforce Outstaffing Pros and Cons. For companies selecting a partner, we prepared a step-by-step decision guide in How to Choose a Salesforce Outstaffing Company. We also published an industry-focused overview of recommended integrations for financial organizations in Best Integrations for FinTech Salesforce Systems. Each article focuses on real considerations businesses face when planning technical solutions. Together, they form a practical knowledge base for teams preparing Salesforce projects.

Azure DevOps Integration Guide

We also shared a technical article explaining how to synchronize files and notes across platforms in How to Sync Attachments and Notes between Azure DevOps and Salesforce. This guide explains how integration improves collaboration between development and business teams by ensuring everyone works with the same data. It covers practical synchronization scenarios that reduce manual uploads and prevent missing information. The article also outlines how automated syncing helps maintain consistent records across systems. Clear explanations make the process understandable even for non-technical stakeholders. This resource is especially helpful for teams managing projects across multiple platforms. It serves as a practical starting point for organizations considering DevOps integration.

ERP and Finance Automation Insights

We continued expanding our ERP integration content with new resources focused on finance automation and manufacturing workflows. Our article Finance ERP Systems: How Enterprise Software Transforms Finance Automation explains how ERP platforms streamline financial operations and improve reporting accuracy. We also published Best Way to Sync ERP Orders With Salesforce for Manufacturers, which shows how automated order synchronization helps production teams stay aligned with sales data. Both articles focus on real business scenarios and practical implementation logic. They explain integration value in clear terms without unnecessary technical complexity. The goal is to help decision-makers understand not only how integrations work, but why they matter. These resources are especially useful for organizations planning digital transformation projects.

Team Updates

Alongside publishing content and hosting sessions, our team continued investing in professional growth. Several team members earned new certifications this month, strengthening our technical expertise and expanding the range of solutions we can support. Continuous learning is a core part of how we maintain quality and stay aligned with platform updates. We also made time to celebrate progress together and enjoy team activities in the office. These moments help maintain strong collaboration and motivation across departments. Professional development combined with positive team culture remains an important part of how we work. We believe strong teams build better solutions.

February was a month focused on practical knowledge, real use cases, and useful resources for businesses working with Salesforce and connected systems. We shared webinars, technical guides, and industry insights designed to help teams make informed decisions and improve daily workflows. Our goal is always to keep information clear, applicable, and valuable for professionals at different levels of technical expertise. We appreciate everyone who joined our sessions, read our articles, and continues to follow our updates. More learning resources and events are already in preparation for the coming months. Thank you for being part of our community.