What This Is
We connect your business systems to Salesforce’s API so that leads, accounts, opportunities, and custom object data flow between your application and Salesforce automatically. The integration handles OAuth authentication, SOQL querying, record sync, Apex trigger coordination, and real-time event processing — replacing manual data entry with programmatic, event-driven synchronisation.
This is not a Salesforce AppExchange package. We build custom integrations with Salesforce’s REST and Bulk APIs that handle your specific data model — including custom objects, custom fields, and business logic that no off-the-shelf connector covers. When your application generates a qualified lead, the record appears in Salesforce with full context, assigned to the right owner, in the right pipeline stage, with all custom fields populated. When the sales team updates the opportunity in Salesforce, your application reflects the change.
A concrete example: a B2B platform qualifies leads through an automated scoring process, creates Salesforce Leads with score data and source attribution, and converts them to Contacts and Opportunities when they hit threshold. The sales team works in Salesforce; the lead qualification runs in your application. Both systems stay in sync through the API.
When You Need This
Salesforce API integration is the right choice when your application needs to exchange data with Salesforce CRM in ways that native integrations cannot handle. Common triggers:
- You have a custom application generating leads or customer data that needs to flow into Salesforce with full context
- You need bidirectional sync — record changes in Salesforce reflected in your application, and vice versa, with conflict resolution
- You are working with Salesforce custom objects — data structures specific to your business that standard integrations do not map
- You need bulk data operations — initial data migration, scheduled reconciliation, or high-volume record processing that exceeds API rate limits on standard endpoints
How We Work
Salesforce integration starts with mapping the object model and sync rules — which standard and custom objects are involved, which fields map between systems, what triggers a sync, and how conflicts are resolved when the same record is updated in both places.
We authenticate using Salesforce’s OAuth 2.0 Connected App model with refresh tokens for long-running server-to-server access. The integration uses Salesforce’s REST API for real-time operations and the Bulk API v2 for high-volume batch processing. SOQL queries are constructed dynamically to fetch exactly the data your sync needs.
Real-time updates from Salesforce are captured through Platform Events or Outbound Messages — depending on your Salesforce edition and configuration. Each change notification is processed in a queue job with idempotent handling. For bulk operations, the integration uses Salesforce’s Bulk API with job polling and result processing to handle datasets that would exceed REST API limits.
What You Get
- Record sync — Leads, Contacts, Accounts, Opportunities, and custom objects synced bidirectionally with field mapping and transformation
- Opportunity pipeline automation — deals created and stage-advanced based on events in your application (signup, qualification, contract signed)
- Custom object support — your Salesforce custom objects integrated alongside standard CRM objects
- Bulk API operations — high-volume data processing for migrations, reconciliation, and scheduled batch syncs
- Platform Event handling — real-time change notifications from Salesforce processed in your application
- SOQL query layer — targeted data retrieval from Salesforce using dynamically constructed queries
Technologies We Use
- Salesforce REST API — standard and custom object CRUD, SOQL queries, and metadata operations
- Salesforce Bulk API v2 — high-volume batch processing for data migration and reconciliation
- Salesforce OAuth 2.0 — Connected App authentication with refresh token management
- Laravel — queue-based sync jobs, event handlers, and CRM service layer abstraction
- PostgreSQL — sync state tracking, ID mapping, and conflict resolution audit logs
Related Systems
Salesforce integration connects CRM to your custom business systems — a lead management system that qualifies and routes leads into Salesforce, a client portal that displays account data from Salesforce, or a reporting dashboard that unifies CRM data with financial and operational metrics.
Talk to Us About Salesforce Integration
If you need Salesforce connected to your custom applications, get in touch and we will map the object model and build the sync layer.
