All API integrations Salesforce API

Salesforce API Integration

Salesforce is the CRM of record for a great many businesses. We connect it to the systems where the work actually happens, so it reflects reality instead of someone's data entry.

Overview

What the Salesforce API actually gives you.

A CRM is only as good as the data in it, and data entered by hand is data that is out of date by the end of the week. The gap between what Salesforce says and what your operational systems know is where forecasts go wrong and customers get contacted about things that already happened.

Integration closes that gap: accounts and contacts synchronised, opportunities updated from real orders and bookings, and your own business objects represented properly rather than crammed into fields that were meant for something else.

Capabilities

The parts you will actually use.

  • Accounts & contacts — kept consistent with your operational systems and billing records.
  • Opportunities — created and progressed from real events rather than manual updates after the fact.
  • Custom objects & fields — your actual business model represented in the CRM, which matters more than most teams expect.
  • Bulk operations — initial loads and large ongoing syncs handled as the distinct workload they are.
  • Events & outbound messaging — changes in Salesforce triggering work in your other systems.
  • Reporting pipelines — CRM data extracted and joined to finance and operational data for reporting that reconciles.
Scope

Where these projects actually get hard.

Reading the documentation is the easy half. These are the areas that decide whether an integration takes weeks or months — and the ones we scope carefully before quoting.

  • Every Salesforce org is different. Years of customisation, custom objects, validation rules, and automation mean no two are alike. A dependable estimate needs a look at the org first.
  • Existing automation fights yours. Platform-side rules and flows can silently alter or reject what your integration writes. Discovering that after go-live is expensive.
  • Governor limits are real. The platform enforces hard limits on what an integration can do in a given window. They shape the design; they cannot be retrofitted around.
  • Bulk is a different problem from streaming. The initial migration and the steady-state sync need separate designs, and conflating them is a common cause of stalled projects.
  • Duplicate and identity management. Matching records across systems reliably is harder than it looks, and duplicates in a CRM undermine confidence in everything built on it.
  • Field-level permissions. An integration user that cannot see a field does not get an error — it gets nothing, which looks exactly like a bug in your code.
Our take

Which route is right for you.

Salesforce is powerful and priced accordingly, and a lot of businesses run a small fraction of its capability at full cost. If it is genuinely your system of record and your team lives in it, integrating it properly is money well spent.

If it is really being used as a contact database with a pipeline view, that is worth saying out loud. We host and manage EspoCRM and Twenty, which cover that ground for the cost of a server. We are happy to build either — and we would rather you knew the cheaper option existed before committing to the larger one.

What we build

Work we take on.

  • Operational sync — orders, bookings, and deliveries reflected in the CRM automatically.
  • Finance integration — invoices and payments connected, so sales and finance stop disagreeing.
  • Custom object modelling — your business represented properly rather than forced into standard fields.
  • Data migration — into or out of Salesforce, deduplicated and verified.
  • Reporting pipelines — CRM data in a warehouse alongside everything else.
  • Middleware — hosted and monitored by us, so the integration is a maintained service rather than a script someone wrote once.
FAQ

Common questions

Can you work with our heavily customised org?

Yes, and we would ask to review it before quoting. Custom objects, validation rules, and existing automation determine most of the effort, and they are also what quietly breaks integrations built without that review. It is the difference between a real estimate and a guess.

Can Salesforce be kept in sync with our operational systems?

Yes, and it is usually the highest-value integration available — it removes manual data entry and means the pipeline reflects what has actually happened. The design decision to settle first is which system is authoritative for each field.

Is Salesforce overkill for us?

Sometimes, and we will say so. If you are using it as a contact database with a pipeline view, self-hosted EspoCRM or Twenty cover that for the cost of a server, and we host and manage both. If your team genuinely lives in Salesforce and depends on its ecosystem, stay and integrate it properly.

Can you migrate us off Salesforce without losing history?

Yes. Migration is a well-trodden project: map the objects, deduplicate, move the history, verify the counts, then switch over in a sequence that does not leave a gap. The verification step is the one most worth keeping in scope.

Who maintains the integration afterwards?

We can. Integrations are long-running services, not deliveries — platform changes and permission changes break them. We host what we build, with monitoring, so failures surface quickly.

Want your CRM to reflect what actually happened?

Get in touch