Salesforce, Integrations and Data
A central system cannot work alone.
We connect Salesforce to existing information sources and systems used by the organization, and design how information is entered, updated, validated, and displayed — without creating an additional layer of manual work.
System Types
What Can Be Connected
- ERP
- Financial Systems
- Websites
- Forms
- Mailing Systems
- Call Centers
- Service Systems
- BI
- Data Warehouse
- Operational Systems
- Internal Systems
- APIs
- Webhooks
Principles
What Separates a Working Integration from One That Will Break
Source of Truth
Every field has a defined and clear source of truth.
Ownership
Clear responsibility for every integration and every data point.
Error Handling
Retry, Logging, and Monitoring as part of the design.
Idempotency
Resending the same request does not create duplicate records.
Security
Encryption, permissions, Secrets management, and API Limits.
Documentation
Mapping, diagrams, and a documented incident response plan.
Data Migration
Ten Controlled Steps
- 01
Source Mapping
- 02
Data Profiling
- 03
Cleansing
- 04
Mapping
- 05
Testing
- 06
Trial Load
- 07
Validation
- 08
Final Load
- 09
Reconciliation
- 10
Documentation