Salesforce Integration Services
Connect the systems your teams depend on
When information has to be entered twice or checked across several applications, work slows down and mistakes become harder to trace.
Xenogenix helps you connect Salesforce with your finance, ERP, marketing and operational systems. We start by understanding what each team needs, which application owns the information and what should happen when a record changes.
Whether you’re planning a new connection or improving an existing integration, we help you define the requirements and choose an approach that fits your business.
Is your integration creating more work than expected?
An integration can transfer data successfully while still leaving people to correct records or chase missing information.
Common signs that the setup needs attention include:
– Duplicate records appearing after updates
– Different values for the same information across systems
– Failed transfers that nobody notices until a customer or colleague asks
– Manual corrections after every scheduled run
– Changes in one application causing unexpected problems elsewhere
We investigate the connection alongside the process it supports, so recommendations address the cause of the problem.
2007
Year Founded
4.95
/5
Customer Satisfaction Score
550
Customers
How we approach Salesforce integration.
We agree how the connected process should work before deciding how to build it.
Understand the systems and users
Identify the applications involved, the people relying on the information and where the current process needs manual intervention.
Agree ownership and data rules
Define which system controls each value, how records are matched and what happens when information is incomplete or conflicting.
Choose the connection approach
Assess suitable connectors, middleware or custom development against the requirements, update frequency, anticipated volumes and maintenance needs.
Test the complete process
Check representative records, exceptions and recovery scenarios. Involve users to confirm the information arrives in a form they can work with.
Plan support and handover
Agree who receives alerts, who investigates failures and how affected records will be checked. Document the setup and discuss any ongoing support required.
Tell us which systems need to connect and what the integration should help your team achieve.
Make the handover between systems work for your team
A useful integration supports a specific business task. That might mean giving service agents access to order information, sending agreed sales details to Finance or returning fulfilment updates to Salesforce.
We help you define the result your team needs and the checks that will confirm it is happening.
The aim is to reduce repeated entry, make information available where it is needed and give people a clear way to handle exceptions.
Where ongoing maintenance is required, we can discuss Salesforce Managed Services separately, with responsibilities agreed around your setup.
Customers We Have Worked With
Discuss your Salesforce integration requirements
Tell us which applications you use, what information needs to move and any problems with your existing connections. We’ll help you identify what needs investigating and the next steps towards an agreed scope.
FAQ's
What is Salesforce integration?
Salesforce integration connects Salesforce with another application so agreed information can be exchanged. The design determines which records move, in which direction and what should trigger an update.
Which systems can you connect with Salesforce?
We assess connections with finance, ERP, eCommerce, marketing and operational applications. Feasibility depends on the systems, available interfaces, permissions and the information you need to exchange.
Can you improve an existing integration?
Yes. We can review its configuration, available documentation and recurring issues. Access to the connected systems and input from their owners help establish what needs changing.
How long does an integration project take?
Timing depends on the interfaces available, data complexity, business rules and testing involved. We assess those requirements before proposing a delivery plan.
Does information have to update in real time?
No. Some processes need prompt updates; others suit scheduled transfers. We help you choose a frequency based on business needs, system capabilities and cost.
Is ongoing support included?
Support arrangements are agreed as part of the project or a separate service. We clarify responsibilities for monitoring, investigating failures and maintaining the connection.
Contact Xenogenix to discuss your Salesforce integration requirements.
