Salesforce Integration
Connect Salesforce to your tech stack. Automate workflows. Sync data. Stop the manual work.
Salesforce is the world's leading enterprise CRM platform, powering sales, service, and marketing operations for companies of all sizes. Its flexibility and ecosystem make it the system of record for complex B2B operations. From custom objects to Lightning components, Salesforce adapts to virtually any business process.
What We Can Do
- Standard and custom object synchronisation with any system
- Account, Contact, Opportunity, and Lead management via API
- Apex trigger integration for custom business logic
- Lightning component data feeds for real-time dashboards
- Real-time streaming API for event-driven architectures
- Bulk API operations for large-scale data processing
- Custom metadata and configuration sync
Common Scenarios
- ERP to CRM Sync
Mirror customer and order data between Salesforce and your ERP system for unified customer views across finance and sales.
- External Data Enrichment
Automatically enrich Account and Contact records with firmographic data from third-party providers, keeping your data fresh.
- Product Usage Integration
Push product analytics and feature usage into Salesforce for customer health scoring and expansion opportunity identification.
- Multi-System Workflows
Trigger processes across your tech stack when Salesforce events occur. Close a deal and automatically provision access, notify teams, and update billing.
- Custom Lightning Dashboards
Pull external data into Salesforce for unified dashboards that combine CRM metrics with product, support, and financial data.
How It Works
Technical details for your engineering team.
Authentication
OAuth 2.0 with Connected App configuration for secure API access
Data Sync
Streaming API for real-time events, Bulk API 2.0 for large datasets, REST/SOAP for standard operations
Common Questions
Frequently asked questions about Salesforce integration.
Ready to Integrate Salesforce?
Book a call to discuss your integration requirements. We'll scope the work and provide a clear timeline.