Systems integration
We connect Salesforce to your commerce, warehouse, contract, billing and support systems.
Each of those systems holds part of the customer. We give every field one owner, build an identity model you can audit and add monitoring that tells you when a sync goes quiet.
Every connection, with an owner and a check
Pick a system to see what moves, who owns it and how we know the sync still works.
- Direction
- Into Salesforce
- What moves
- Usage and revenue metrics on every account
- Who owns it
- The BI team owns each definition
- How we know it works
- Row counts reconciled every hour, alert when the sync goes quiet
- Direction
- Both ways
- What moves
- Customers, orders and catalogue status
- Who owns it
- Salesforce owns the account, commerce owns the order
- How we know it works
- One switch in front of every callout, reconciliation per batch
- Direction
- Both ways
- What moves
- Contracts generated from deal data, signed terms back
- Who owns it
- Legal owns the clause library
- How we know it works
- Every signature event checked for a matching write-back
- Direction
- Out of Salesforce
- What moves
- Signed terms, fees and billing contacts
- Who owns it
- Finance owns the invoice
- How we know it works
- Payload gaps measured before engineering builds
- Direction
- Into Salesforce
- What moves
- Conversations matched to the right account and owner
- Who owns it
- Support owns the conversation
- How we know it works
- Unmatched records listed daily for review
- Direction
- Reads Salesforce
- What moves
- Per-user access through governed credentials
- Who owns it
- Each user keeps their own permissions
- How we know it works
- Every agent write logged against the user
Do these sound familiar?
What we deliver
- Warehouse to CRMSnowflake metrics in Salesforce on definitions the BI team owns, with drift checks and row-level reconciliation.
- Commerce integrationAdobe Commerce (Magento) and commercetools customer, order and catalog sync, with one switch in front of every callout.
- Contracts & e-signatureDocuSign Gen and Connect wired to deal data, with writeback monitoring and race conditions designed out.
- Billing & ERP handoffPayload mapping to billing engines and Microsoft Dynamics 365, measured for gaps before engineering builds.
- Support & engagement toolsIntercom, HubSpot, Apollo, Outreach and Onramp matched to the right account and the right owner.
- Integration identity & securityIntegration-only licences, certificate-based JWT authentication, scoped sharing and secrets moved into Named Credentials.
This practice in our case studies
- Warehouse metrics, live inside the CRMAccount teams could not see what customers did on the platform. Warehouse metrics now land on every Salesforce account each hour and match the BI team’s official figures.
- AI prospecting a sales team can trustAn AI prospecting tool kept returning customers the CRM already had. The identity layer it checks against now covers every known prospect.
SalesforceSnowflakeAdobe Commerce (Magento)commercetoolsDocuSignMicrosoft Dynamics 365IntercomHubSpotApolloOutreachOnrampDun & BradstreetAWSSlack
Questions before we start
Which direction do your integrations run?
Both. Warehouse to CRM for metrics, CRM to commerce and billing for accounts and contracts, and support tools matched back to the right customer.
Do you use middleware?
When it is already in place or the volume calls for it. Otherwise native APIs, platform events and scheduled jobs keep the stack smaller and easier to own.
How do you know a sync is still working?
Every pipeline gets a reconciliation count and an alert when it goes quiet, in addition to alerts on errors.
Integrations and guides
- Salesforce and SnowflakeWarehouse metrics on every Salesforce account, Salesforce data in the warehouse for reporting, and one definition both sides agree on.
- Salesforce and DocuSignAgreements go out from the deal with the right template and signers, and signed terms, dates and signers come back onto it every time.
- Salesforce and Adobe Commerce (Magento)Customers, orders and catalogue kept in step between Salesforce and the storefront, with one ID both sides trust and a switch in front of every write.
- Salesforce and commercetoolsA move to commercetools without splitting customers in two: the same account IDs on the new platform, orders from both platforms counted once, and the old platform retired in planned steps.
- Salesforce and Microsoft Dynamics 365Closed deals become billing records in Dynamics 365 with the right product codes and dates, and billing status comes back to the account.
- Salesforce and Apollo.ioProspects and enrichment from Apollo.io without blanked fields, wrong owners or “new” leads that are already customers.
- Salesforce and IntercomSupport chats logged on the right contact and account, credited to the person who answered, and the account owner and region visible to the support team.
- Salesforce and Claude (MCP)Claude reads Salesforce as the person using it, through Salesforce’s hosted MCP servers, and takes only the actions you approve.
- Salesforce and Dun & BradstreetCompany details on every account, a credit check where the deal needs one, and the result reused instead of paid for twice.
Related practices
- Salesforce architecture & engineeringApex, Flow and Lightning simplified and secured, and documented so your own team can run the org.
- Data unification & migrationOne record per customer across regions and platforms, merged and migrated with a rollback for every change.
- Revenue & contract operationsThe deal, the signed contract and the bill kept in agreement, from the first quote to the renewal.
- AI agents & readinessIdentity, definitions and permissions fixed before any AI agent reads your records, with cost and accuracy measured.
Talk to us about your systems.
Tell us which systems are involved and what is going wrong. We reply within one business day, and new engagements begin in January 2027.
hello@feldtgroup.com