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Salesforce Integration

Salesforce Integration

We don't paper over Salesforce.We make it work for you.

Custom objects, Apex when it's genuinely needed, the Bulk API, the Streaming API, and the operational tooling to keep all of it healthy. The system of record, made trustworthy.

Bulk API
millions of records

Backfill, migrate, and reconcile history in batches that respect every limit.

Streaming API
real-time

Change Data Capture and events so downstream reacts in seconds, not nightly.

1
system of record

One trusted source of truth — not three spreadsheets pretending to agree.

0
manual CSV exports

The warehouse stays fresh on its own. Nobody runs a job by hand again.

01The idea

Salesforce is the system of record — until no one trusts it.

Trust doesn't break because Salesforce is bad. It breaks because data arrives by hand, a sync fails on an edge nobody watches, and two teams write the same field from different places. We make the writes reliable, the ownership explicit, and the failures loud — so the numbers in Salesforce are the numbers you act on.

02What we do to Salesforce

Real engineering, applied to the org you already have.

Custom objects & field mapping. Standard objects are the easy part. The value sits in your custom objects, record types, and the field-level conventions your org has grown over years. We map them explicitly — source of truth, transform, and validation per field — so the integration reflects how your business actually uses Salesforce, picklists and all.

Apex when (and only when) needed. Flows cover a lot, and we reach for them first because your admins can own them. When the logic genuinely outgrows declarative tools — bulk recalculation, callouts with real error handling, transactional integrity across objects — we write Apex that's tested and governor-limit-aware. Never to look clever; only when the alternative would be fragile.

Bulk + Streaming API patterns. The Bulk API moves volume — millions of records for a backfill, migration, or nightly reconcile — in batches that stay inside your limits. The Streaming API and Change Data Capture keep everything live, firing the moment a record changes. Healthy integrations use both: Bulk to keep totals honest, Streaming to keep them current.

Outbound message handling. Salesforce will retry outbound messages on its own, but with no idempotency on your side and no visibility when it gives up. We put a proper receiver in front: dedupe on the message id, acknowledge correctly, and queue with replay so nothing is lost — or move you to Platform Events where exactly-once is easier to guarantee.

Engineers mapping Salesforce objects and integration flows

The data team should be analysing, not exporting.

If someone copies Salesforce into the warehouse by hand, that's a sign two systems should be talking directly. We set up Bulk for the backfill and Streaming for the deltas, so the warehouse stays fresh on time — the same SOQL-shaped data, modelled, without anyone running a weekly job that's stale before it lands.

Data flowing from Salesforce into a warehouse
03Capabilities
Sandboxing & CI

Sandboxing & CI

Everything is built and validated against a sandbox first, then deployed through CI — Apex tests, metadata validation, and a dry run before anything touches production. We use scratch orgs or sandboxes that mirror your config, so a change is proven against real metadata, not a clean demo org. Production deploys are repeatable and reversible, not someone clicking through Setup and hoping.

Admin console for ops

Admin console for ops

After launch, your team runs the day-to-day from an operator view: inspect what happened to a given record, replay a failed sync, and see the health of each connection at a glance. Re-running a batch or checking why a record didn't update is point-and-click — no developer on call just to keep the integration alive. We stay available for the deep changes only.

Built to hold up

Governor limits are a design input, not a surprise.

We batch through the Bulk API instead of row-by-row DML, write bulk-safe Apex that never loops a query, and budget API calls so a burst doesn't blow your daily allocation. When you're near a limit the integration backs off and queues rather than failing — and the monitoring warns us before a cap is hit, so the cap stays theoretical.

Enterprise teams working across sales, ops, and data

One org, every team it touches.

Sales ops, RevOps, and the data team working from the same trustworthy record.

04How we work
1

Map the org

Which objects and fields matter, who owns each, and where the current sync silently drops things.

2

Design the contract

Field mapping, the Apex-vs-Flow line, and the failure modes — decided before a line is written.

3

Build Bulk + Streaming

Backfill through the Bulk API, deltas through Streaming, with retries, idempotency, and replay.

4

Sandbox & CI

Validate against a mirror org, run Apex tests in CI, and prove the edges before production.

5

Hand over the console

Ship the admin view and alerts so ops can inspect, replay, and keep it healthy without us.

05The stack
Platform
Apex/SOQL/Flows/Platform Events/Change Data Capture
APIs
Bulk API/Streaming API/REST & SOAP/Outbound messages
Delivery
Sandboxes/Scratch orgs/CI pipelines/Apex tests
Operations
Admin console/Replay tooling/Health dashboards/Alerting

Questions teams ask first.

Almost always because the data gets into Salesforce by hand, or through a sync that quietly fails on edges nobody watches. A rep skips a required field, an opportunity stage gets set from two different places, a nightly job times out and no one notices. The fix isn't another dashboard — it's making the writes reliable and the ownership clear. We define which system owns which field, push through the Bulk and Streaming APIs with retries and idempotency, and surface failures instead of swallowing them. Once the data arrives the same way every time, people start trusting it again.

Make Salesforce the record you trust.

Tell us where the data hurts — the manual export, the numbers no one believes, the logic Flows can't do. We'll map the org and build the integration that keeps it honest, with Bulk, Streaming, and the tooling to operate it.