Salesforce Integration
Connecting Salesforce to the ERP, billing, and data systems it was never going to talk to on its own.
Bi-directional
Real-time or near real-time sync
API-first
REST, SOAP & Bulk API expertise
AppExchange-aware
Native & custom integration paths
Overview
Salesforce is usually the best-documented system of record a company has for customer data — and one of the most disconnected from everything else. Order data lives in the ERP, billing lives in a separate platform, and support tickets live somewhere else entirely, leaving sales and success teams working from an incomplete picture inside the one tool they use every day.
We build Salesforce integrations that close that gap: connecting Salesforce to ERP, billing, marketing, and custom systems using its REST, SOAP, and Bulk APIs, Platform Events for real-time sync, and middleware where the complexity of the surrounding system landscape calls for it.
Common Use Cases
- Syncing order and account data between Salesforce and an ERP system so sales sees real order status without switching tools.
- Connecting Salesforce to a billing platform so subscription and invoice data reflects in the CRM automatically.
- Integrating Salesforce with custom-built internal systems that have no off-the-shelf connector.
- Building a real-time event-driven sync between Salesforce and a data warehouse for unified reporting.
What's Included
REST & SOAP API integration
Direct integration using Salesforce's native APIs, matched to your data volume and latency requirements.
Platform Events & real-time sync
Event-driven integration for use cases where daily or hourly batch sync isn't fast enough.
Bulk data migration & sync
Bulk API-based data migration and ongoing large-volume synchronization without hitting governor limits.
Custom Apex & middleware integration
Custom Apex integration logic or middleware (MuleSoft, Boomi) selected based on your system landscape's actual complexity.
AppExchange package integration
Integrating and extending AppExchange packages without creating unmanageable customization debt.
Data quality & deduplication
Sync architecture that prevents the duplicate and conflicting records that plague naive two-way integrations.
Our Approach
Map the data flow
We identify which system owns each data entity and define clear sync rules before writing any integration code.
Choose the right integration pattern
Direct API, Platform Events, or middleware — selected based on data volume, latency needs, and system count, not a default preference.
Build & test against real data
Integrations are tested against real data scenarios, including the edge cases and conflicts that break naive two-way sync.
Monitor & maintain
We monitor sync health and data quality post-launch, catching drift before it erodes trust in Salesforce data.
Technologies We Use
What You Can Expect
- Sales and success teams working from complete, accurate data inside Salesforce.
- Elimination of manual data re-entry between Salesforce and other systems of record.
- Real-time or near real-time data flow replacing overnight batch delays.
- An integration architecture that doesn't break every time Salesforce or the connected system updates.
Frequently Asked Questions
Should we use Salesforce's native APIs or middleware like MuleSoft?
It depends on how many systems you're connecting and how often they change. Two or three stable integrations often don't need middleware; five or more with frequent change usually benefit from a platform that centralizes integration logic and monitoring.
Can you integrate Salesforce with our custom-built internal systems?
Yes — integrating Salesforce with custom and legacy systems that have no off-the-shelf connector is one of our most common Salesforce integration engagements.
How do you prevent duplicate records when syncing data bi-directionally?
We define clear system-of-record rules per data entity and build matching/deduplication logic into the sync process, rather than relying on Salesforce's default duplicate rules alone.
Do you work with existing AppExchange packages we've already installed?
Yes — we assess existing package customizations before building new integrations, to avoid conflicts and unnecessary rework.
Let's build the system your business will run on next.
Tell us where it hurts. We'll bring the architects, engineers, and delivery model to fix it — and scale it.