Capability 03 / 06
Integrations that fail loudly, not silently.
The expensive integration failures aren't the ones that crash — they're the ones that quietly stop syncing and get noticed at month-end. We connect Salesforce to ERP, billing and finance systems with retries, monitoring and clear ownership, so data arrives or someone knows why it didn't.
Sound familiar
Where this usually starts.
Sales and finance numbers disagree, and reconciling them is a monthly ritual.
An integration broke weeks ago and nobody noticed until a customer did.
There's middleware in the middle that no one on the team understands anymore.
Every new system means another point-to-point connection.
Deliverables
What we deliver.
- REST, GraphQL & event integrations
- Request-driven and event-driven integrations chosen per use case, with documented contracts on both sides.
- ERP, billing & finance system connectors
- Salesforce connected to the systems that invoice, recognize revenue and close the books.
- Data pipelines & sync architecture
- Which system owns which field, in which direction and how often — decided once and enforced.
- Retry, backoff & observability
- Failed calls retried safely, persistent failures alerted, and every sync traceable after the fact.
- Contract testing & schema governance
- A change on either side is caught by tests before it breaks production.
Engagement
How the engagement runs.
- 01
Scope
Map every system, data flow and owner — including the undocumented ones — into a written scope.
- 02
Architect
System-of-record decisions, data contracts and failure handling designed before any code.
- 03
Build
Integrations delivered one flow at a time, each with monitoring from day one.
- 04
Maximum
A runbook for every integration, so your team knows what to do when an alert fires.
Questions
Asked before we start.
- Which systems do you integrate Salesforce with?
- Most often ERP, billing, finance and data-warehouse platforms, plus the internal services around them. The method matters more than the vendor: clear ownership of each field, documented contracts, and monitoring on every flow.
- Should we use middleware or build direct integrations?
- It depends on how many systems are involved, how much transformation is needed, and who will maintain it. Middleware earns its cost when there are many flows to govern; for a few well-defined ones it can become another system nobody owns. You get a recommendation with the reasoning attached.
- Can you fix integrations someone else built?
- Yes. The first job is usually adding visibility — logging and alerting — so you can see what's actually failing before deciding what to rebuild.
- How do you handle data that changes in both systems?
- By deciding, field by field, which system owns the value. Two-way sync without clear ownership is the most common source of conflicting data, so it's settled in the architecture document, not discovered in production.
Talk through your Systems Integration project.
A free 30-minute scoping call. You'll leave knowing whether we can close the gap, and roughly what it takes.