Peeklogic Digest — January 2026

January marked a strong and focused start to 2026 for the Peeklogic team. This month, we concentrated on preparing new educational webinars, improving our digital presence, and sharing practical guidance around Salesforce integrations and AI automation. We also continued investing in learning and team development. Below is a summary of what we worked on and shared during January.

Aligning Service Cloud and Jira Without Custom Code

In January, we began preparing a new webinar titled Align Service Cloud & Jira Without Custom Code, scheduled for February 19. During this session, we will demonstrate how high-priority Salesforce cases can automatically create Jira issues while staying bi-directionally synced, ensuring both support and engineering teams always see the same status. We will also show how comments and attachments sync seamlessly between Salesforce and Jira, eliminating manual updates. Another key topic will be unified reporting, where Jira status, resolution time, and ownership are visible directly in Salesforce dashboards. These use cases are designed to improve collaboration without relying on custom development.

Register now not to miss it out!

Agentforce in FinTech: Customer Support and Fee Transparency

We are also preparing a webinar on Agentforce in FinTech: Customer Support & Fees Transparency, scheduled for March 3. In this session, we will show how AI agents can handle common customer inquiries such as transaction status, balances, and payment issues, escalating cases only when human support is required. We will also demonstrate how Agentforce explains subscription plans and fee structures in clear, understandable language. This approach helps reduce billing disputes and improves customer trust. The webinar focuses on practical, real-world use cases for FinTech teams.

Register now not to miss it out!

Re-launched Peeklogic Connector Website

This month, we launched a fully re-branded Peeklogic Connector website designed to make information easier to find and navigate. The updated site includes clearer product descriptions, improved structure, and better access to technical resources. Visitors can now explore connectors, use cases, and documentation more intuitively. You can explore the new website at peeklogic-connector.com. The redesign reflects our focus on clarity, usability, and transparency.

New Blogs on Salesforce Integration and Outstaffing

In January, we published several in-depth blogs covering Salesforce integration strategies and delivery models. These include a comparison of MuleSoft vs Workato for FinTech companies and an overview of the best integrations for healthcare Salesforce systems. We also shared a practical guide on connecting Salesforce with e-commerce platforms such as Shopify, Magento, and BigCommerce. In addition, we explored team models in Salesforce in-house teams versus outstaffing. These articles help businesses make informed technical and organizational decisions.

Salesforce and Jira Integration Insights

We also published a dedicated article focused on Jira integration best practices. The blog explains the best way to connect Salesforce and Jira without custom code and outlines common service and engineering use cases. It highlights how no-code and low-code approaches reduce maintenance and speed up implementation. This content is especially helpful for teams looking to improve cross-team visibility.

Salesforce and ERP Integration Content

January also included new resources focused on Salesforce and ERP integration. One article explains how to sync NetSuite invoices to Salesforce accounts automatically, helping sales and finance teams stay aligned. Another blog discusses whether Salesforce can replace NetSuite CRM or if using both systems is the better approach. These insights support organizations managing complex financial and CRM workflows.

Salesforce and AI Integration

We also published a new article exploring Salesforce and AI integrations. The blog Which AI tools work best with Salesforce? compares ChatGPT, Gemini, and Copilot across real-world use cases. It explains how each tool can support automation, reporting, and customer interactions. This content is intended for teams evaluating AI adoption in Salesforce environments.

Team Updates and Certifications

At the start of 2026, our team continued investing in professional development. Several team members earned new Salesforce certifications, while others are actively preparing for upcoming exams. We also made time for collaboration and team activities in the office. Balancing learning with teamwork remains a key part of our culture.

Conclusion

January set a strong foundation for the year ahead at Peeklogic. With new webinars, fresh content, and ongoing product improvements, we are excited about what 2026 will bring. Thank you for reading our January digest, and we look forward to sharing more updates next month.