Salesforce integration with finance, ERP and the systems you already run

Why integration matters

When systems do not talk to each other, people fill the gap by rekeying data, exporting spreadsheets and reconciling figures by hand. That costs time, introduces errors and leaves nobody sure which number is right. A good integration removes the double handling and gives every team one trusted version of the customer, the case or the invoice. It also makes reporting across systems possible, because the data finally lines up.

Systems we commonly connect

We work with standard Salesforce APIs, platform events, MuleSoft and other middleware, and direct connections where they are the simplest reliable option.

• Finance and ERP platforms, for customers, invoices, payments and orders
• Websites and online forms, for enquiries, applications and registrations
• Case management and line-of-business systems in government
• Identity providers, for single sign-on
• Document and records management systems
• Marketing, email and event platforms

How we design an integration

Every integration starts with three questions: which system owns each piece of data, how quickly changes need to appear in the other system, and what should happen when something fails. Answering those early avoids the most common problems, such as records overwriting each other or failures nobody notices for weeks.

We then choose the simplest pattern that meets the need. Real-time calls suit lookups and short transactions. Event-driven messages suit updates that several systems care about. Scheduled batch loads still suit large volumes, such as nightly finance reconciliations. Each integration is documented with its data mappings, its error handling and the steps to take when it stops.

Secure by design

Integrations hold the keys to your most important data, so we treat them that way. We use dedicated integration users with only the permissions they need, keep credentials out of code, encrypt data in transit and log every exchange so issues can be traced. For government clients, we align the design with your agency's security and data handling requirements and document it for your assessors.

A typical finance integration

A common example is connecting Salesforce to a finance or ERP platform. When a deal is won, a customer and sales order are created in the finance system automatically. Invoices and payment status flow back to Salesforce overnight, so account managers can see who owes what without asking finance. Products and price lists are maintained in one place and synchronised to the other. Each flow uses the pattern that suits it, and each is monitored, so a failed transaction is noticed the same day rather than at month end.

Working with your ICT team

Integrations touch systems that other teams own. We work with your ICT, finance systems and security teams from the start, agree interface contracts before build, and test against non-production environments for every connected system. Where another provider looks after one of the systems, we coordinate directly with them, so you are not left relaying technical questions between parties.

Monitoring after go-live

An integration is not finished when the first record flows. We set up alerts and simple dashboards so failures are visible quickly, with alerts going to a named person rather than a shared inbox nobody reads. We can monitor and maintain integrations as part of ongoing support.