Peeklogic Digest — March 2026

March has been a productive and engaging month for Peeklogic, filled with new learning opportunities, upcoming events, and valuable content for the Salesforce and integration community. We continue to focus on sharing practical knowledge, building useful solutions, and staying closely connected with our audience. This month, we are excited to announce our participation in an important upcoming event, host and recap insightful webinars, and publish a range of helpful articles. Our team has also been actively growing professionally while maintaining a positive and collaborative atmosphere in the office. Here is a summary of what we have been working on throughout March 2026.

Meet Us at TDX 2026

We are excited to announce that Peeklogic will be attending TDX 2026 on April 15-16 as proud sponsors of the event. This is a great opportunity to connect with our team in person, exchange ideas, and discuss integration challenges and solutions. You can find us at Booth 6, where we will be available to chat and demonstrate our connectors in action. Whether you are exploring integration options or looking to optimize your current setup, we will be happy to share our experience and insights. If you are planning to attend, make sure to meet us at TDX 2026 and stop by our booth.

Upcoming Webinar: Manage Jira from Slack with Agentforce AI

We are preparing an upcoming webinar titled “Manage Jira from Slack with Agentforce AI: From Messages to Insights,” which will take place on April 9th at 12 PM CST. During this session, we will demonstrate how teams can streamline their workflows by combining Slack, Jira, and Agentforce AI. One of the key use cases we will cover is turning Slack messages into Jira tickets automatically, where a simple message can be transformed into a structured ticket with summary, description, priority, and assignment. We will also show how users can ask questions such as blockers or risks and receive instant AI-powered insights directly in Slack. These capabilities help reduce manual work and improve team visibility. You can register here to join the session.

Webinar Recap: Agentforce in FinTech

This month, we hosted a webinar focused on Agentforce in FinTech, specifically around customer support and fee transparency. During the session, we demonstrated how AI agents can handle common customer inquiries such as transaction status, balances, and payment-related questions, while escalating more complex cases to human agents when necessary. Another important use case covered how Agentforce can clearly explain subscription plans, pricing structures, and fees to customers, helping reduce confusion and billing disputes. These scenarios highlight how AI can improve both operational efficiency and customer experience in financial services. The webinar provided practical examples that can be applied across different fintech environments. You can see the recording here.

Salesforce for FinTech and Integration Case Studies

Throughout March, we published several articles focused on Salesforce for fintech and various integration case studies. These resources are designed to help businesses better understand how to connect systems and improve data flow across platforms. Topics include Salesforce Financial Services Cloud for FinTech, along with practical examples of payments and accounting integrations. We also covered marketing platforms integrations and work management integrations. Each article provides insights into real-world use cases and implementation approaches, helping teams make more informed integration decisions.

Jira Integration Insights

We also shared a number of useful articles focused on Jira integrations and workflow optimization. These include ServiceNow Jira integration, which explains how to align ITSM and DevOps processes more effectively. We also published a comparison of Salesforce vs Jira to help businesses choose the right platform. In addition, we explored Jira Service Desk alternatives and shared insights on HR onboarding software. These articles are designed to support better collaboration, efficiency, and system integration.

Salesforce ERP Integration Content

Another focus area this month was Salesforce and ERP integration, particularly with NetSuite. We published articles such as NetSuite ERP integration, which explains how businesses can scale faster through automation and better data synchronization. We also covered NetSuite ERP integration strategy, helping companies choose the right cloud-based ERP system based on their needs. These insights provide practical guidance for building a strong and scalable integration ecosystem.

Team Updates

Alongside our external activities, our team has continued to grow and develop internally. This month, several team members achieved new certifications, strengthening our expertise across Salesforce and integration technologies. Continuous learning remains an important part of how we deliver quality work to our clients. At the same time, we made sure to balance work with team activities and time together in the office. These moments help us stay connected, motivated, and aligned as a team. We believe that a strong and supportive team environment directly contributes to better results for our clients.

Conclusion

March 2026 has been a month of steady progress, learning, and meaningful contributions across different areas. From preparing for upcoming events and hosting webinars to publishing practical content and growing as a team, we continue to focus on delivering value to our community. We look forward to connecting with many of you at TDX 2026 and continuing these conversations. Thank you for following our updates and being part of our journey.