Salesforce Integration Services
Connect Salesforce to the systems your business runs on, with integrations that are secure, observable and built to recover when something goes wrong.
Salesforce rarely works alone. Orders live in an ERP, payments in a billing platform, product data in a PIM, and engagement data in a marketing platform. When these systems are connected badly, the symptoms are familiar: duplicate records, sales teams working from stale data, integrations that fail silently overnight, and an API user with far more access than it needs.
We design and build Salesforce integrations for teams that want them to be predictable. That means choosing the right pattern for each data flow, agreeing who owns each field, securing credentials properly and making failures visible so someone can act on them.
Problems we are usually asked to solve
- Connecting Salesforce to an ERP, ecommerce platform, billing system or data warehouse for the first time.
- Replacing nightly file transfers with near real-time updates where the business genuinely needs them.
- Stabilising existing integrations that hit API limits, create duplicates or fail without anyone noticing.
- Moving credentials out of code and custom settings into Named Credentials and External Credentials.
- Synchronising CRM and marketing data so segments and journeys use current information.
Common integration patterns and when they fit
| Pattern | Good fit for | Watch out for |
|---|---|---|
| Request and reply callout | Real-time lookups such as price or stock checks from a Salesforce screen | Timeouts and user experience when the external system is slow |
| Inbound REST or SOAP API | External systems creating or updating Salesforce records | API consumption, upsert keys and duplicate handling |
| Bulk API 2.0 | Large scheduled loads and periodic synchronisation | Partial failures that need reprocessing |
| Platform events | Decoupled, event-driven updates between systems | Delivery and replay behaviour; design subscribers to be idempotent |
| Change Data Capture | Publishing Salesforce record changes to other systems | Choosing which objects to track and handling gaps |
| Middleware | Many systems, transformations, orchestration and central monitoring | Extra licence and another platform to operate |
There is no single right pattern. Point-to-point APIs can be perfectly sensible for one or two connections, while middleware tends to pay off as the number of systems and transformations grows. Our guide to middleware vs point-to-point APIs covers that decision. Exact API allocations and event delivery limits vary by edition and licence, so we confirm them against current limits for your org in Salesforce Help during design.
Our integration approach
- 01
Map the data flows
For each flow we document source, target, trigger, frequency, volume, direction and the system of record for every important field.
- 02
Choose patterns
We select a pattern per flow based on latency needs, volume and failure tolerance, and agree it with your architects.
- 03
Design security
A dedicated integration user with least-privilege access, Named Credentials and External Credentials for outbound calls, and OAuth flows suited to each inbound client.
- 04
Design for failure
Retries with backoff where safe, idempotent upserts using external IDs, a place to log failures and a defined owner who is alerted.
- 05
Build and test
We build in sandboxes against test endpoints, then test happy paths, bulk volumes, malformed payloads and outage scenarios.
- 06
Go live and monitor
Controlled cut-over, reconciliation checks after the first runs and a monitoring routine your team can keep running.
Related services and reading
API error handling
How we classify, log and retry integration failures so they do not disappear.
→Securing integrations
Integration users, OAuth, credential storage and permission design.
→Platform events
When event-driven integration is worth it and how to build subscribers safely.
→CRM to Marketing Cloud sync
A reference blueprint for keeping marketing data aligned with CRM.
→Error handling checklist
A practical list to review any integration before it goes live.
Deliverables
- An integration inventory and data flow map covering every connection in scope.
- Field-level mapping with system-of-record decisions and transformation rules.
- Security design: integration users, permission sets, credentials and authentication flows.
- Built and tested integration components in your version control.
- An error handling and monitoring runbook, including who is alerted and how to reprocess failures.
Dependencies and risks
Integration work depends on systems we do not control. To keep it on track, we need API documentation and test environments for every connected system, a contact on each system's team who can answer questions, and agreement on data ownership before build starts. The most common delays come from test environments that do not exist or do not resemble production, and from field ownership disputes discovered late. We raise both early.
Questions we hear
Do you work with MuleSoft or other middleware?
Can you fix an integration someone else built?
How do you avoid duplicate records from integrations?
Should everything be real time?
Who monitors integrations after go-live?
Planning a new integration or fixing an unreliable one?
Share the systems involved and what needs to move between them. We will help you choose the right patterns and identify the risks before anything is built.
