Connect Salesforce to your ERP, billing, and third-party systems — properly, once.

Most integration problems aren’t technical — they’re architectural decisions made under time pressure that create a permanent maintenance burden. We design the integration layer to be a system your team can actually extend, using MuleSoft where the volume and complexity justify it, and direct REST/SOAP integration where they don’t.

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What this covers

REST/SOAP API integration between Salesforce and external systems

MuleSoft for higher-volume, multi-system integration architectures

ERP and billing system integration (order-to-cash, quote-to-cash)

Real-time vs batch sync design, chosen for the actual data volume

Technology in this practice area

MuleSoftREST/SOAP APIsData 360Platform Events

Proof, not promises

Related work

Field Service Operations

Visualizing Field Service Capacity with a Zero-Cost Mapping Layer

Challenge

Dispatchers had no way to visually compare technician supply against appointment demand across service territories — just manual report cross-referencing, with no proactive way to catch understaffed regions before service levels suffered.

Approach

Built a custom Apex service layer aggregating technician counts and appointment volume per territory, rendered through a Lightning Web Component using Leaflet.js and OpenStreetMap — an open-source mapping stack that validated the concept with zero licensing cost.

Zero licensing or API costManual reporting replaced with a live mapModular design, ready to scale to a paid mapping provider later

Energy & Utilities

Automating Commission Import & Split Calculation

Challenge

An energy management firm processed monthly commission payments from multiple suppliers, each in a different CSV format, splitting them by hand across the client, up to three agents, and their own margin — slow, error-prone, with no audit trail or duplicate protection.

Approach

Delivered a custom Lightning Web Component with an Apex service layer that parses any supplier CSV format automatically, matches records to Salesforce via MPAN/MPRN, calculates every commission split server-side, and enforces a two-phase review-then-approve flow with duplicate protection at both the application and database level.

~4 hours saved per supplier per monthFull batch import in under 2 minutes100% duplicate-free since go-live

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Salesforce practice

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