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Data & integration practice

One source of truth, instead of five spreadsheets reconciled by hand.

Most integration problems aren't technical — they're architecture decisions made under time pressure that turn into a permanent maintenance burden. We design the integration layer to be something your team can actually extend.

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 and quote-to-cash flows

Real-time vs. batch sync design, chosen for your actual data volume, not the default

Data 360 as the unifying layer when the problem is fragmented customer data, not just system connectivity

What we're designing around

The manual export/import routine

Someone on your team downloads a CSV every Monday and uploads it somewhere else. It works until it doesn't, and nobody remembers why the numbers are off.

Point-to-point spaghetti

Every system talks directly to every other system. Adding a sixth system means touching five existing integrations instead of one.

Sync with no reconciliation

Data flows one way with no way to detect drift, so small errors compound silently for months before anyone notices.

In practice

Where this has shipped

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

Two systems that should agree with each other, but don't?