Salesforce Integration Services
Unify Your Systems through Expert Salesforce Integration.
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Advayan’s Salesforce Integration Services connect CRM, ERP, finance, e-commerce, analytics, and support tools into one clean flow of data. Certified architects and developers design API-led integrations that give teams real-time visibility, automate routine work, and remove data silos. The result is faster decisions, higher adoption, and customer journeys that feel consistent at every touchpoint.
Our Trusted Partners
Our Salesforce Integration Services
Connect Salesforce to the platforms that run your business. Each engagement starts with discovery and success metrics, then a clear blueprint that shows interfaces, data models, and governance.
ERP integration
Integrate Salesforce with SAP, Oracle, NetSuite, Microsoft Dynamics, or custom ERPs. Unify orders, invoices, inventory, delivery status, and service entitlements so sales, finance, and operations work from the same facts. Reduce manual rekeying and shrink order-to-cash cycles with automated validations and error handling.
Accounting and billing integration
Sync Salesforce with QuickBooks, Xero, Zoho Books, Stripe, Chargebee, or in-house ledgers. Create consistent customer records, push quotes to invoices, and pull payment status to inform collections and renewals. Add rules for tax, discounts, credit limits, and revenue recognition.
E-commerce integration
Connect Salesforce with Shopify, Magento, BigCommerce, WooCommerce, or custom carts. Sync customers, orders, returns, products, and inventory. Trigger post-purchase journeys, service case creation, and subscription renewals. Use catalog data to enrich opportunities and forecasts.
Calendar and email integration
Unify Outlook, Exchange, or Google Workspace with Salesforce. Log emails and meetings automatically, standardize templates, and keep calendars in sync. Reduce context switching and improve pipeline hygiene with clean activity data.
Marketing automation integration
Link Salesforce with Account Engagement, HubSpot, Marketo, or Mailchimp. Pass lead scores and campaign responses to sales. Close the loop on attribution by connecting opportunities to channels, keywords, and creative. Align the lifecycle from first touch to closed won and renewal.
Social and digital engagement
Bring in signals from LinkedIn, Facebook, X, WhatsApp, and website chat. Enrich profiles with engagement data, route conversations to the right teams, and track sentiment. Use a single timeline view to coordinate outreach and service.
AI and chatbot integration
Augment Service Cloud with chatbots and agent assist. Deflect simple questions, triage complex ones, and surface next best actions for humans in the loop. Capture training data in a structured way that improves over time.
Data, BI, and lakehouse integration
Connect Salesforce with Snowflake, BigQuery, Redshift, Databricks, Tableau, Power BI, or Looker. Move clean, modeled data into analytics platforms and feed insights back into Salesforce. Support use cases like propensity scoring, churn risk, and account health.
Salesforce Integration Solutions We Offer
Salesforce Integration Solutions We Offer
Integration patterns we specialize in
| Pattern | How it works | When to use |
| Point to point | Direct API connection between Salesforce and one system | Simple, low volume integrations with clear mappings |
| Middleware orchestration | MuleSoft, Jitterbit, or Workato coordinates many systems | Hub and spoke topologies with multiple apps and transforms |
| API-led connectivity | System, process, and experience APIs with reuse | Enterprise scale programs that grow over time |
| Event driven | Platform Events, Change Data Capture, and streaming | Real time flows where seconds matter |
| Hybrid | Mix of APIs, events, and middleware | Complex estates with legacy and modern stacks together |
Pattern
How it works
When to use
Point to point
Direct API connection between Salesforce and one system
Simple, low volume integrations with clear mappings
Middleware orchestration
MuleSoft, Jitterbit, or Workato coordinates many systems
Hub and spoke topologies with multiple apps and transforms
API-led connectivity
System, process, and experience APIs with reuse
Enterprise scale programs that grow over time
Event driven
Platform Events, Change Data Capture, and streaming
Real time flows where seconds matter
Hybrid
Mix of APIs, events, and middleware
Complex estates with legacy and modern stacks together
This mix of patterns keeps integrations maintainable and ready for new projects without constant rewrites.
Our Salesforce integration framework
A predictable framework reduces risk and speeds delivery. Each step creates artifacts that your team can reuse for future changes.
What we deliver
System inventory, data dictionaries, user journeys, pain points, KPIs
Outcome
Shared understanding and success criteria
What we deliver
Interface catalog, data model, field-level mappings, security model, error strategy
Outcome
Clear blueprint that guides build
What we deliver
APIs, connectors, transforms, workflows, and deployment scripts
Outcome
Working integration in a controlled environment
What we deliver
Unit tests, data reconciliation, performance tests, security tests, UAT playbooks
Outcome
Confidence in accuracy, speed, and safety
What we deliver
Runbooks, observability dashboards, SLAs, training, and handover
Outcome
Smooth go-live and stable operations
Our Salesforce integration framework
- MuleSoft Anypoint Platform for design, build, and management of reusable APIs
- Heroku Connect for bi-directional sync with Postgres and custom apps
- Jitterbit, Workato, and Zapier for low code automation where speed matters
- Salesforce Platform Events and Change Data Capture for real time updates
- Custom Apex, Lightning Web Components, and External Services for advanced scenarios
- Data and BI toolkits for Tableau, Power BI, and Looker
- IaC templates for repeatable provisioning and policy guardrails
Prebuilt templates and mapping packs can cut timelines by up to 40 percent while keeping quality high.
Our Core Principles
How we build reliable and secure Salesforce solutions
1
Keep It Modular
We follow clear design patterns that make it easy to update and extend your Salesforce setup.
2
Use Real Environments
All development work is done in sandboxes or scratch orgs to protect your live data.
3
Test from Day One
We run unit tests, system tests, and user acceptance checks throughout the process.
4
Write for People
Our code is easy to read, well structured, and fully commented for future clarity.
5
Respect Limits
We build with Salesforce governor limits in mind to avoid errors and keep performance steady.
6
Reuse What Works
We create reusable components that save time and reduce repeated effort.
7
Track Everything
Version control is part of every build to make it easy to manage and review changes.
8
Keep Security Simple
We include security at every step, from data masking to role-based access.
9
Use What’s Built-In
We make use of low-code and no-code tools whenever possible to deliver faster.
10
Improve Every Time
With continuous integration and deployment, we release safe updates without delays.
Our Salesforce Integration Service Process
Each project begins with a clear focus on your systems and goals, ensuring our Salesforce Integration Services deliver seamless data flow and improved operational efficiency across platforms.
Strategic Planning
We start by reviewing your existing applications, data sources and integration objectives. We define success criteria, map out key data exchanges and create a roadmap that aligns Salesforce Integration Services with your business priorities. This foundation supports integrations and measurable outcomes.
System Assessment & Mapping
Next, we analyze your architecture and identify integration points. We document data models, API requirements and security considerations, then design data-flow diagrams and transformation rules to ensure accuracy and scalability. These artifacts support governance and enhancements.
Development & Quality Assurance
Our integration engineers build and configure connectors, middleware or custom APIs, then run tests, validating data integrity, performance and error handling to make sure every transaction passes smoothly between systems. We follow best practices for error logging and monitoring.
Deployment & Ongoing Support
Finally, we deploy the integration in your production environment, monitor performance and fine tune workflows. We train your team on integration management and provide support to adapt your integrations as your processes evolve. Our support includes maintenance checks and updates.
Engagement Models
At Advayan, we understand that every business has unique needs. That’s why we offer flexible engagement models to suit your specific requirements:
Fixed Price
Cost Structure
Single fixed fee agreed upfront to cover the full project scope
Engagement Focus
Strict adherence to predefined deliverables and deadlines
Ideal For
Well-scoped projects with stable requirements and minimal change
Time and Material
Cost Structure
Billing by actual hours worked and resources consumed
Engagement Focus
Continuous adjustment of priorities and resource allocation
Ideal For
Initiatives where requirements may evolve or are initially unclear
Dedicated Resource
Cost Structure
Ongoing retainer or monthly rate for assigned Salesforce specialists
Engagement Focus
Deep team immersion, knowledge retention and seamless handoffs
Ideal For
Long-term programs requiring sustained expertise and consistent support
Hybrid Model
Cost Structure
Mix of fixed-fee deliverables & time-based billing for change requests.
Engagement Focus
Structured milestones with built-in flexibility to adapt scope
Ideal For
Complex engagements needing both cost predictability and responsive agility
Fixed Price
-
Single fixed fee agreed upfront
- Strict adherence to deliverables and deadlines
- Ideal for well-defined, stable projects
Time and Material
- Billed based on actual hours and usage
- Flexible adjustment of priorities and resources
- Ideal for evolving or unclear project scopes
Dedicated Resource
- Monthly rate for dedicated specialists
- Deep team involvement and smooth handoffs
- Ideal for long-term, expertise-driven programs
Hybrid Model
- Mix of fixed-fee and time-based billing
- Milestone-based with built-in flexibility
- Ideal for complex projects needing agility and control
Questions
Frequently asked questions
Everything you need to know about Salesforce. Can’t find the answer you’re
looking for? Feel free to contact us
Our Salesforce integration services include seamless integration with ERP, e-commerce, and accounting systems using REST/SOAP APIs. We design Salesforce CRM integration services that enable real-time data flow, process automation, and omnichannel connectivity—delivering the top Salesforce integration services to meet complex enterprise needs.
Unlike basic CRM integration services, our Salesforce Integration Solutions use advanced techniques such as declarative mapping, middleware orchestration, and API-led architecture. This ensures bidirectional data accuracy, which is essential for a truly connected and effective Salesforce CRM integration.
As providers of premier integration services for Salesforce, we implement event-driven architectures, the MuleSoft Anypoint Platform, and custom Apex callouts. Whether integrating Salesforce with marketing automation tools or legacy systems, our Salesforce Integration Consulting ensures every CRM integration is secure, efficient, and technically sound.
We offer flexible engagement models, including fixed-scope and iterative approaches. For more complex CRM integration projects—such as multi-cloud ecosystems—we recommend hybrid frameworks that balance agility with strong governance. This approach provides cost predictability while ensuring your Salesforce Integration Solutions are scalable and adaptable.
Absolutely. Our CRM integration service includes continuous support such as performance monitoring, security updates, and scalability improvements. We maintain the health and compliance of your Salesforce integration through audited APIs and robust safeguards, protecting your Salesforce CRM integration services investment over the long term.
Helping fast-moving consulting scale with purpose. Helping fast-moving consulting scale with purpose.
Helping fast-moving consulting scale with purpose.
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