Enterprise Salesforce Integration
Connect Salesforce with your enterprise systems for unified data and automated workflows. From accounting to operations, create seamless data flow across your organisation. Salesforce's powerful platform provides REST and SOAP APIs, Apex triggers, Platform Events, and Change Data Capture for sophisticated integration scenarios. We build integrations that handle complex org structures, high-volume data sync, and enterprise security requirements.
Why Integrate Salesforce with Your Business Systems?
Enterprise Scale
Handle complex org structures, multiple business units, and high-volume data with reliable integrations. Our solutions scale from thousands to millions of records, with intelligent batching and parallel processing. Multi-org scenarios, sandbox sync, and global deployments are all within scope.
Complete Automation
Automate complex business processes spanning multiple systems with intelligent workflows. Trigger integrations from Salesforce Process Builder, Flows, or Apex. React to Platform Events for real-time sync. Orchestrate multi-step processes with error handling and retry logic.
Data Integrity
Maintain clean, consistent data across all systems with validation and deduplication. Before syncing, data is validated against business rules. Duplicate detection prevents record proliferation. Audit logs track every change for compliance requirements.
Popular Salesforce Integration Solutions
Connect Salesforce with your entire business ecosystem
Salesforce + ERP/Accounting
Connect CRM with Xero, QuickBooks, or NetSuite for complete order-to-cash visibility. Opportunities become invoices. Payment status syncs back to update Salesforce records.
- Opportunity to invoice automation via Apex triggers
- Inventory visibility on product records
- Financial data in Salesforce reports
- Customer payment history for sales context
Salesforce + Marketing
Sync leads and campaigns between Salesforce and marketing platforms like Marketo, Pardot, or HubSpot. Campaign member attribution flows properly for ROI analysis.
- Lead scoring syncs bidirectionally
- Campaign attribution tracks source to close
- ROI tracking connects marketing spend to won revenue
- Engagement data enriches lead records
Salesforce + Support
Connect Service Cloud with Zendesk, ServiceNow, or custom ticketing systems. Unified customer view across sales and support. Escalations notify account teams.
- Case routing based on account tier
- Customer history visible across systems
- SLA tracking with contract data
- Escalation alerts to account owners
Salesforce + Custom Applications
Connect Salesforce with your custom web apps, mobile apps, or internal tools. Push data to Salesforce or pull CRM data into your applications via secure APIs.
- Custom portal pulling Salesforce data
- Mobile app syncing to CRM records
- Internal tools with real-time Salesforce access
- External system writes creating Salesforce records
Systems We Connect with Salesforce
Plus 100+ more systems - if you use it, we can integrate it with Salesforce
How Salesforce Integration Works
Connect Your Systems
We securely connect Salesforce with your other business applications using official APIs and best practices.
Map Your Data
Configure how data flows between systems - which fields map where, what triggers sync, and business rules.
Automate Forever
Once configured, data flows automatically 24/7. Monitor with dashboards and alerts for complete peace of mind.
Data Flow Architecture
Here's how data flows between Salesforce and your connected systems:
┌─────────────────┐ ┌──────────────────┐ ┌─────────────────┐
│ Salesforce │◀───▶│ Integration │◀───▶│ External System │
│ CRM │ │ Layer │ │ (Xero/SAP) │
└─────────────────┘ └──────────────────┘ └─────────────────┘
│ │ │
▼ ▼ ▼
┌─────────┐ ┌─────────────┐ ┌──────────┐
│Platform │ │ Transform │ │ Webhook │
│ Events │ │ & Validate │ │ /API │
└─────────┘ └─────────────┘ └──────────┘
Sync Patterns:
═══════════════════════════════════════════════════════════════
1. Outbound (SF → External)
Opportunity Closed Won → Platform Event → Integration → Xero Invoice
2. Inbound (External → SF)
Xero Payment Received → Webhook → Integration → Update SF Opportunity
3. Bulk Sync
Nightly: Query modified records → Bulk API → Update target system
4. Real-time Bidirectional
Change Data Capture → Platform Events → Transform → External Webhooks
External Webhooks → Validate → Composite API → SalesforceCommon Field Mappings
| Source Field | Target Field | Notes |
|---|---|---|
| Account.Name | xero.Contact.Name | Company name mapping |
| Account.BillingStreet | xero.Contact.Addresses[].AddressLine1 | Billing address |
| Contact.Email | xero.Contact.EmailAddress | Primary contact email |
| Opportunity.Name | xero.Invoice.Reference | Opp name as invoice ref |
| Opportunity.Amount | xero.Invoice.Total | Validate against line items |
| Opportunity.CloseDate | xero.Invoice.Date | Close date as invoice date |
| OpportunityLineItem.Name | xero.LineItem.Description | Product description |
| OpportunityLineItem.Quantity | xero.LineItem.Quantity | Units sold |
| OpportunityLineItem.UnitPrice | xero.LineItem.UnitAmount | Price per unit |
| Custom__c fields | Various | Custom fields mapped as needed |
Example API Response
Sample data structure when syncing from Salesforce:
// Salesforce Opportunity (via REST API)
{
"Id": "0061x00000ABC123",
"Name": "Acme Corp - Enterprise License",
"AccountId": "0011x00000XYZ789",
"Amount": 50000.00,
"StageName": "Closed Won",
"CloseDate": "2024-11-15",
"Account": {
"Name": "Acme Corporation Pty Ltd",
"BillingStreet": "123 Collins Street",
"BillingCity": "Melbourne",
"BillingState": "VIC",
"BillingPostalCode": "3000"
},
"OpportunityLineItems": {
"records": [
{
"Name": "Enterprise License - Annual",
"Quantity": 100,
"UnitPrice": 500.00,
"TotalPrice": 50000.00
}
]
}
}
// Platform Event for real-time sync:
{
"CreatedDate": "2024-11-15T10:30:00.000Z",
"OpportunityId__c": "0061x00000ABC123",
"StageName__c": "Closed Won",
"Amount__c": 50000.00
}AI & Custom Integration Examples
Beyond system-to-system connections, we build custom AI solutions and interfaces powered by Salesforce data.
AI Revenue Intelligence
Build a conversational AI that answers executive questions from Salesforce data. "What's our pipeline for Q4?" "Which deals are at risk?" "Compare win rates by region." Natural language interface to complex CRM analytics without building reports.
Custom Executive Dashboard
Create a real-time dashboard combining Salesforce pipeline with actual revenue from accounting. Forecast accuracy tracking, pipeline coverage ratios, and deal velocity metrics. Updates in real-time as opportunities progress.
Intelligent Lead Routing Agent
AI analyzes incoming leads using firmographic data, web behavior, and historical conversion patterns. Routes to the optimal rep based on territory, expertise, and current capacity. Provides context on why the lead was assigned.
Automated Contract Generation
When opportunities reach a specific stage, AI generates contracts using opportunity data, account terms, and product configurations. Pushes to DocuSign, tracks signatures, and updates Salesforce when complete.
Customer Health Score Engine
AI calculates health scores using Salesforce activity, support cases, usage data, and payment history from accounting. Alerts CSMs to at-risk accounts before renewal. Powers automated intervention workflows.
Sales Coaching Bot
AI analyzes rep activities, email patterns, and opportunity progression. Provides coaching suggestions: "You haven't contacted this stakeholder in 3 weeks" or "Similar deals at this stage usually have technical validation scheduled."
Integration Prerequisites
Before starting your Salesforce integration, ensure you have:
- Salesforce edition with API access (Enterprise, Unlimited, or Performance; API enabled for Professional)
- Connected App configured in Salesforce Setup with appropriate OAuth scopes
- Integration user with profile/permission set granting access to required objects and fields
- For Platform Events: Create and publish event definitions in Salesforce
- External system API access with appropriate credentials
- Clear data model documentation: which Salesforce objects/fields map to external systems
- Sandbox environment for development and testing before production deployment
- Approval from Salesforce admin team and any relevant security review processes
Common Issues & Solutions
INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY error
API limit exceeded (REQUEST_LIMIT_EXCEEDED)
FIELD_CUSTOM_VALIDATION_EXCEPTION
Platform Event publish failures
OAuth refresh token expired
Duplicate record creation
Real Results from Salesforce Integration
“The Salesforce to Xero integration handles over 500 invoices daily without a hiccup. Our finance team has complete visibility into what sales has closed, and sales sees payment status in real-time. The teams are finally aligned.”
Enterprise Software Company
Technology, Sydney
“We had three different systems that never talked to each other. Now Salesforce is the single source of truth, with data flowing in from our marketing platform and out to accounting. Report accuracy went from questionable to bulletproof.”
Financial Services Firm
Finance, Melbourne
Frequently Asked Questions
Do you work with Salesforce Partners?
Can you integrate custom Salesforce objects?
How do you handle Salesforce security?
What about Salesforce API limits?
Can you use Salesforce Platform Events?
How do you handle Salesforce sandbox and production?
Ready to Connect Salesforce with Everything?
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