CRM Platform
Integrations
Connecting Salesforce to your ERP, marketing and back-office systems.
Salesforce is rarely the system of record for everything. Pricing lives in the ERP, invoices in finance, and the moment those disagree, people stop trusting the CRM entirely.
We define which system owns which field, build integrations that survive failure through retries and idempotency, and monitor sync health so a broken integration is discovered by an alert rather than by a customer.
What you get
- Clear system-of-record decisions, field by field
- Integration built on the platform APIs or middleware
- Retry, idempotency and dead-letter handling
- Sync monitoring with alerting to a named owner
- Runbook for the failure modes that will happen
Questions
Real time or scheduled?
Scheduled unless the business genuinely needs real time. Batch respects API limits, is easier to reason about and is far easier to recover after a failure.
Do we need MuleSoft?
Only if the integration estate justifies it. For a handful of point-to-point integrations it is significant cost and complexity for little gain, and we will say so.