Salesforce integration & data integration
Connect Salesforce with the rest of your IT landscape. From ERP to accounting, from external data sources to mobile apps. We build robust, documented integrations your team has control over.
Salesforce integrations
Control over your data flows with manageable integrations
Good integrations are more than technology. It's about governance: who is responsible for which data? How do you prevent technical debt in integrations? With our approach we build manageable integrations that your team understands and can maintain.
We start with an integration blueprint with clear responsibilities. Everything is fully documented so your team can continue independently. No black box integrations, but manageable solutions with control over every data flow.
Need a new integration? Or existing connections that no longer work? We analyze your situation and make a concrete plan. We often combine integrations with functional management and automation for a complete solution.
Interactive tool
CRM Integration Guide
Discover in 2-3 minutes which integrations are relevant for your organization and where the biggest opportunities lie. We look at your integration needs, data flows and manual work to provide concrete advice.
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Integration needs
Which activities are relevant for your organization?
Select all activities that apply to you. You can choose multiple options.
Why organizations need control over integrations
Without good integrations, problems arise that grow with your organization. But it's not just about technology — it's about governance. Who is responsible for which data? Who solves problems? Without answers to these questions, technical debt arises that lingers for years.
Data inconsistency
Without integrations, data must be manually transferred between systems. Errors creep in, fields are filled in incorrectly and customer information becomes scattered across multiple systems. With integrations, data stays consistent and current.
Manual Excel lists
Many organizations still work with Excel lists that are manually exported and imported. This costs time, is error-prone and doesn't scale. Automatic connections completely eliminate this manual work.
Duplicate records
Without synchronization, duplicate accounts, contacts and leads arise. Teams don't know which version is current and customers receive multiple emails. Integrations ensure one source of truth.
Silos between systems
Sales, service and marketing work in separate systems without sight of each other's data. With connections all teams see the same customer information and can collaborate better.
No real-time insight
Without real-time connections you only see after hours or days what's happening in other systems. Orders, payments and status changes come in too late. Webhooks and API connections ensure immediate updates.
Scalability
Manual work doesn't scale. With growth you need to hire more people for data entry. With automation your Salesforce grows along without extra manual work. Perfect for fast-growing organizations.
Which Salesforce integrations we build
We build different types of integrations, depending on what you need. From simple API calls to complex bidirectional synchronizations with data transformations.
API connections between systems
We build REST and SOAP API connections between Salesforce and other systems. Think of ERP systems (Exact, AFAS, SAP), accounting software (Yuki, Exact Online), lease systems and other business-critical applications.
- •Bidirectional synchronization of accounts, contacts, orders and invoices
- •Data transformations and mapping between different data models
- •Error handling and retry logic for reliable data flows
Webhooks for real-time data flows
For real-time updates we use webhooks. As soon as something changes in an external system, Salesforce is immediately updated. No polling, no delay. Perfect for order processing, payment updates and status changes.
- •Incoming webhooks that update Salesforce directly on external events
- •Outgoing webhooks that inform other systems about Salesforce changes
- •Validation and security checks for safe webhook processing
Data sync with marketing tools
Connect Salesforce with Mailchimp, ActiveCampaign, Google Analytics 4 and other marketing tools. Leads and contacts are automatically synchronized, campaigns are tracked and ROI becomes visible in Salesforce dashboards.
- •Automatic synchronization of leads and contacts between systems
- •Campaign tracking and ROI calculation in Salesforce
- •Unsubscribe synchronization and GDPR compliance
Connections with mobile apps, portals and internal systems
For Experience Sites, mobile apps and internal portals we build REST APIs and GraphQL endpoints. Data is exchanged securely and users always see the most current information, even outside Salesforce.
- •REST APIs for external applications and mobile apps
- •GraphQL endpoints for flexible data querying
- •OAuth 2.0 authentication for secure access
Integration with external data providers
We connect Salesforce with Creditsafe, EDR and other data providers. Company information, creditworthiness and compliance data are automatically retrieved and stored in Salesforce, so sales and service immediately have access to current company information.
- •Automatic retrieval of company information on account creation
- •Creditworthiness and risk scores in Salesforce
- •Compliance data and sanction list checks
Security, logging & monitoring
Security is paramount in every integration. We use Named Credentials and External Credentials for secure authentication, implement OAuth 2.0 where possible and log all API calls for monitoring and troubleshooting.
Security best practices
We use Named Credentials and External Credentials so credentials are never in code. OAuth 2.0 is implemented where possible, sensitive data is encrypted and we always follow Salesforce security best practices.
- ✓ Named Credentials for secure authentication
- ✓ OAuth 2.0 where possible
- ✓ Encryption of sensitive data
- ✓ No credentials in code or configuration
API limits & throttling
We monitor API limits in real-time and implement throttling and retry logic. For high volumes we use bulk APIs, queueable Apex or Platform Events for asynchronous processing. Warnings are triggered before limits are reached.
- ✓ Real-time monitoring of API usage
- ✓ Throttling and retry logic
- ✓ Bulk APIs for large volumes
- ✓ Warnings on high usage
Logging & monitoring
All API calls are logged with timestamps, request/response data and error details. We build dashboards for monitoring and alerting, so you immediately see when there are problems. Logs are retained for troubleshooting and compliance.
- ✓ Extensive logging of all API calls
- ✓ Dashboards for monitoring
- ✓ Alerting on errors or limits
- ✓ Log retention for compliance
Testing & sandbox strategy
We test all integrations extensively in sandbox before going to production. Test scripts are written, edge cases are tested and we ensure error handling works correctly. Only after approval do we go live.
- ✓ Extensive testing in sandbox
- ✓ Test scripts and edge case testing
- ✓ Error handling validation
- ✓ Approval before production deploy
Approach
We work structured and transparently. From blueprint to production deploy: every step is clear and your team is involved. After implementation we ensure complete documentation and handover.
Integration blueprint & architecture
We analyze your systems, data flows and requirements. From this follows an integration blueprint with architecture, data mapping and security considerations. We discuss this with your team and adjust where needed.
Development & testing in sandbox
We build the integration in sandbox, implement error handling and logging, and test extensively with different scenarios. Your team can observe and give feedback before we go to production.
Security & performance optimization
We implement Named Credentials, OAuth 2.0 where possible, throttling and retry logic. API limits are monitored and we optimize for performance. Everything is documented.
Production deploy & monitoring
After approval we deploy to production. We monitor intensively the first days and solve any issues immediately. Dashboards are set up for continuous monitoring.
Documentation & handover
We deliver complete documentation: architecture diagrams, API documentation, test scripts and troubleshooting guides. We give a handover session so your team can continue independently.
Frequently asked questions
What kind of integrations can you build?+
We build API connections between Salesforce and ERP systems (like Exact, AFAS, SAP), accounting software (Yuki, Exact Online), marketing tools (Mailchimp, ActiveCampaign), e-commerce platforms, lease systems and external data providers (Creditsafe, EDR). We also implement webhooks for real-time data flows and connections with mobile apps and portals.
How do you ensure security in integrations?+
We use Named Credentials and External Credentials for secure authentication, implement OAuth 2.0 where possible, encrypt sensitive data and log all API calls for monitoring. We follow Salesforce security best practices and ensure credentials are never stored in code.
What if our API limits are exceeded?+
We implement throttling and retry logic, use bulk APIs where possible and monitor API usage in real-time. For high volumes we use queueable Apex or Platform Events for asynchronous processing. We document limits and build in warnings before limits are reached.
How long does it take to build an integration?+
That depends on the complexity. A simple webhook or API connection with one system can be done within 1-2 weeks. More complex integrations with multiple systems, data transformations and error handling take 3-6 weeks. We always start with a blueprint and test extensively in sandbox before going to production.
Can you also optimize existing integrations?+
Yes. We analyze existing connections, identify bottlenecks, improve error handling and logging, optimize API calls and document everything. Often we can make existing integrations faster and more reliable without a complete rebuild.
What happens after implementation?+
We deliver complete documentation, test scripts and a handover session. Optionally we can take over monitoring and maintenance. We ensure your team can continue independently, but remain available for questions and further development.
Related resources
Prefer to do it yourself? Also read Automating with Salesforce Flow, discover how AI can be used in AI & ChatGPT for Salesforce and compare packages in the difference between HubSpot and Salesforce. More about automation? Check out Process Automation & Reporting.
Request an integration audit
We analyze your current integrations, identify improvement opportunities and create a concrete plan for robust integrations. You'll receive a response within one business day.
Schedule a call with Pascal
Salesforce Consultant & Founder at CRM Force
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