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Custom Salesforce Integrations

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Overview

Most businesses don't need one big integration. They need a series of pragmatic, well-engineered connections between Salesforce and the rest of their stack — a web form that creates a qualified lead, a marketing platform that hands off MQLs cleanly, an e-commerce checkout that posts orders against the right account, a support tool that surfaces ticket history on the account record, an ERP that keeps customer credit limits in sync. This is the work that quietly transforms how a business runs, and it's most of what we ship. We build each connection as a custom integration rather than buying a generic iPaaS subscription. You keep the code, you keep the IP, the integration runs at a fraction of the recurring cost, and the architecture matches your actual workflow — not the iPaaS vendor's idea of one.

The Challenge

The right architecture for a Salesforce integration depends entirely on what's on the other side, and most generic integration tools force the same brittle pattern on every connection. A real-time webhook from Stripe needs different handling than a nightly batch import from a SQL server. A web form submission needs fuzzy deduplication against a noisy contact database before it writes a record. An e-commerce order needs to find or create the right account before posting line items. Governor limits in Salesforce mean naive integrations stall under load. Custom fields get added in Salesforce and silently break the sync if the integration isn't config-driven. And every company we've worked with has a graveyard of half-finished iPaaS workflows that broke once and got abandoned. Real integration engineering is about handling the second 80% of the work — the edge cases, the retries, the audit logs — that demos don't show.

Our Approach

We design each integration around the real data flow and SLA — real-time, near-real-time, or scheduled batch — rather than forcing a single pattern. Real-time inbound (web forms, webhooks, e-commerce checkouts) uses a serverless endpoint that validates, deduplicates, and writes to Salesforce via the appropriate API (REST, SOAP, or Bulk depending on volume). Real-time outbound from Salesforce uses Platform Events or Apex triggers feeding a queue. Scheduled batch (nightly reports, ERP exports, data warehouse pushes) uses orchestrated jobs with full failure handling and replay capability. Schema mapping is config-driven so custom fields don't require a redeploy. We're tool-agnostic — when MuleSoft or Workato is the right answer because you're already deep in it, we use them; when a clean custom build ships faster and runs cheaper, we ship that. Either way you get code you own, runbooks that actually work, and a senior US-based engineer on the other end of the email when something needs attention.

Key Features

  • Web forms → Salesforce leads & contacts (Typeform, Gravity Forms, custom HTML)
  • Marketing platforms ↔ Salesforce (HubSpot, Pardot, Marketo, Mailchimp)
  • E-commerce → Salesforce orders & accounts (Shopify, WooCommerce, Stripe)
  • Support tools ↔ Salesforce (Zendesk, Intercom, Front, Freshdesk)
  • ERP & finance ↔ Salesforce (NetSuite, QuickBooks, Xero, SAP)
  • Signing & contracts → Salesforce (DocuSign, PandaDoc, HelloSign)
  • Booking platforms → Salesforce events (Calendly, Acuity, Cal.com)
  • Custom apps & legacy systems via REST / SOAP / GraphQL
  • Real-time (webhooks, Platform Events) or scheduled batch — chosen per flow
  • Deduplication, idempotency, exponential-backoff retry, full audit log

Results

Any system
Forms, marketing, e-commerce, ERP, support, billing
Real-time or batch
Architecture chosen per flow, not forced
Code you own
No iPaaS license, no vendor lock-in
Audit log
Every sync event traceable, end to end

Try It Yourself

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Category

Salesforce

Tech Stack

Salesforce (Apex, LWC, Flow, Process Builder) Salesforce REST / SOAP / Bulk / Streaming API Salesforce Platform Events AWS Lambda / Azure Functions Node.js / TypeScript / Python MuleSoft / Workato / Tray.io (when appropriate) Make / Zapier / n8n (for lightweight flows) Webhook orchestration PostgreSQL (audit log) Datadog / CloudWatch (observability) Terraform

Quick Stats

Any system Forms, marketing, e-commerce, ERP, support, billing
Real-time or batch Architecture chosen per flow, not forced
Code you own No iPaaS license, no vendor lock-in
Audit log Every sync event traceable, end to end

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