:: Salesforce / Salesforce integration
Salesforce integration services that keep data in sync
If your team copies data between Salesforce and another system, something is wrong. We connect Salesforce to your ERP, accounting, ecommerce, telephony and data warehouse, so records move by themselves and someone is told when a sync fails.
ERP, accounting and ecommerce
Real-time or scheduled
Error alerts and retries
:: What we do
Salesforce integrations we build
We pick the simplest method that works: a ready-made connector, a direct API integration, or middleware when many systems are involved.
01
ERP integration
Accounts, orders, invoices, stock and pricing synced with SAP, NetSuite, Microsoft Dynamics 365 or Odoo.
02
Accounting and billing
Quotes become invoices in QuickBooks or Xero, and payment status flows back to the opportunity.
03
Ecommerce and payments
Shopify, WooCommerce or Stripe orders and customers in Salesforce for service and marketing.
04
Telephony and messaging
Click-to-call, call logging and WhatsApp or SMS conversations attached to the right record.
05
Data warehouse and BI
Salesforce data in Snowflake, BigQuery or Data Cloud for reporting and AI, with the right fields and history.
06
Data migration
One-off moves from legacy CRMs and databases, with cleaning, mapping, test loads and record-count checks.
:: Common integrations
The Salesforce integrations most businesses need
Most of the value comes from a handful of connections: orders and invoices from the ERP, email and calendar, and payments. These are the ones we are asked for most.
ERP
Salesforce and SAP or NetSuite
Accounts, products, prices, orders and invoices kept in step, so sales sees credit limits and order status without asking finance.
Accounting
QuickBooks or Xero
Closed deals become invoices automatically, and payment status flows back to the account in Salesforce.
Email and calendar
Outlook and Gmail
Emails and meetings logged to the right contact and deal, with Salesforce data shown inside the inbox.
Manufacturing
Supplier and dealer portals
Partners update orders, forecasts and documents in a portal that writes straight into Salesforce.
Read the blueprint
Quoting
CPQ and ERP pricing
Quotes use live prices and stock from the ERP, and accepted quotes become orders without re-keying.
Read the blueprint
Data
Data warehouse and BI
Salesforce data copied to Snowflake, BigQuery or Azure on a schedule for reporting across systems.
:: Integration patterns
Salesforce integration patterns, in plain English
Every integration uses one of a few patterns. Picking the right one decides how fast data moves, what it costs to run and what happens when something fails.
Real time
Request and reply
Salesforce asks another system and waits for the answer, such as checking stock or a credit limit while a rep builds a quote.
Near real time
Fire and forget events
Salesforce publishes an event, such as an order being won, and other systems pick it up within seconds without slowing users down.
Scheduled
Batch sync
Large volumes, such as nightly product, price or invoice updates, moved in bulk at a set time.
Inbound
Remote call-in
Another system creates or updates Salesforce records through the API, such as a website form or an ERP status change.
No copy
Data virtualisation
Salesforce Connect shows records from another system inside Salesforce without storing a copy, for data that changes often.
Many systems
Integration layer
MuleSoft or another middleware sits in the middle when many systems need the same data, so each connection is built once.
:: How it works
How an integration project runs
Most single-system integrations take three to six weeks.
Week 1
Map
Which system owns which data, what moves when, and what should happen when the two disagree.
Week 2
Design
Pick the method: connector, REST or SOAP API, Platform Events or MuleSoft, plus security and error handling.
Weeks 3 to 5
Build and test
Built against sandboxes, tested with real volumes and edge cases such as duplicates and failed calls.
Go-live
Monitor
Logging, retry rules and alerts to a named person, so failures are fixed before users notice.
:: Cost and timeline
How much does a Salesforce integration cost?
Typical prices for our integration work, based on a senior team at $25 to $35 an hour. Connector and middleware licences are separate.
Connector setup
$5k – $15k
3 to 6 weeks
One system connected with a ready-made connector or direct API, such as QuickBooks, Outlook or a web form.
Two-way ERP integration
$15k – $40k
6 to 12 weeks
Accounts, products, orders and invoices synced both ways with SAP, NetSuite or Dynamics, with logging and alerts.
Integration layer
$40k – $120k+
3 to 6 months
Several systems connected through MuleSoft or other middleware, with reusable APIs and monitoring.
What it costs to run
Direct API integrations cost little to run beyond Salesforce API limits. Connectors and middleware add their own licence fees, which we compare before recommending one.
What moves the price
Number of systems and objects
Real time versus scheduled sync
Age and documentation of the other system
Data volume and API limits
Two-way sync and conflict rules
:: Why Sterling
What you get
A data map showing what moves where
Integrations tested with real volumes
Error logging and alerts
Documentation for every endpoint
Support options after launch
:: Tools we use
REST and SOAP APIs
Platform Events
Change Data Capture
MuleSoft
Zapier and Make
SAP
NetSuite
QuickBooks
Data Cloud
4.9
Average rating on Clutch · 350+ projects since 2019
:: Questions
Questions about Salesforce integration
What are Salesforce integration services?
Do we need MuleSoft to integrate Salesforce?
How long does a Salesforce integration take?
Real-time or batch: which do we need?
How do you keep integrated data secure?
How do you integrate Salesforce with an ERP?
Can Salesforce integrate with SAP?
How does the Salesforce and NetSuite integration work?
How do I connect Outlook to Salesforce?
What tools support Salesforce data integration?
What happens when an integration fails?
:: Related Salesforce services
Other ways we can help
Send us your brief. We’ll help turn it into reality
A senior engineer replies within one business day with questions or a first plan: approach, team, timeline and estimate.