CRM & Sales · Enterprise CRM
Salesforce
integration & API.
Salesforce integrations that respect your existing org structure and avoid governor-limit traps.
What is Salesforce?
Salesforce in plain English.
Salesforce is the world's leading enterprise customer relationship management (CRM) platform, used by mid-market and enterprise businesses to manage sales, service, marketing, commerce, and analytics. It's deeply customisable through its developer platform.
What businesses use it for
Common Salesforce
use cases.
- 01 Managing complex sales pipelines across multiple teams and territories
- 02 Customer service and case management at scale
- 03 Marketing automation through Marketing Cloud and Pardot
- 04 Custom business apps built on the Salesforce Platform
- 05 B2B commerce, partner portals, and field service operations
Why custom?
Beyond the default Salesforce integrations.
Salesforce is powerful and unforgiving — bad integrations break governor limits, hammer the API, and create data integrity issues. We build Salesforce integrations the way Salesforce expects: bulk-aware, idempotent, observable, and respectful of your existing security and sharing models.
What we build with Salesforce
Common Salesforce integrations.
Custom REST and SOAP API integrations
Bulk API for data migrations and high-volume sync
Apex callouts and platform events
Custom objects and external IDs for clean upserts
Sandbox-first build process with proper deployment
How a Salesforce project usually unfolds
How a Salesforce project usually unfolds.
- 01
Discovery against the existing org
Half a day or more with the Salesforce admin, sales operations and any team running automation on the platform. We map the existing object model, security and sharing rules, current automation, and the integration touchpoints so the new work fits the org rather than fights it.
- 02
Design with governor limits and security model in mind
API access, identity model and external IDs decided up front. We design for bulk-aware, idempotent operations and decide where Apex callouts, platform events or a middleware layer make the most sense — before any code gets written.
- 03
Build in a sandbox in phases
Every change ships through a sandbox first. Highest-priority integration ships first — usually the high-volume sync that has been hammering the API — then platform events, then reporting. Each phase is validated before promotion to production.
- 04
Handover with documentation and a maintenance arrangement
Admin and operations team training, runbooks covering the integration points and limit behaviour, and an agreed ongoing support arrangement so changes upstream do not silently break the org.
Typical investment $25K–$120K depending on scope
Typical timeline 8–20 weeks to first delivery
What you can expect
What a Salesforce integration usually delivers.
An org that respects its own rules
Integrations that work within the existing security model, sharing rules and object structure — rather than imposing a new shape and creating two sources of truth.
High-volume sync that holds up under load
Bulk API patterns, proper batching and idempotency mean the integration scales with the business and stays well clear of the limits that take orgs offline.
Reporting that consolidates the wider stack
Salesforce reports and dashboards pulling in the data from the systems around it, so the leadership team gets one view rather than three.
Observability when something does go wrong
Logging and alerting on the integration layer mean issues surface in minutes, not weeks — and the team knows exactly where to look.
How we build
Production-grade.
Not Zapier in a trench coat.
Every Salesforce integration we ship handles failure properly: idempotent jobs, retry logic, dead-letter queues for unrecoverable cases, and observability so you can see exactly where data is at any moment.
Tested
Real test suite, real edge cases. Not just "it worked once."
Observable
You see what is happening — events logged, errors surfaced.
Maintainable
Documented, version-controlled, handed over properly.
More CRM & Sales
Other crm & sales platforms we connect.
H HubSpot
Custom HubSpot integrations that go beyond the default Marketplace connectors.
Pipedrive
Pipedrive integrations that wire your pipeline into the rest of your stack.
GoHighLevel
GoHighLevel implementations and integrations done right the first time.
ActiveCampaign
ActiveCampaign integrations that put the right data in front of the right automation.
FAQ
Common questions about Salesforce integration.
Do you build Salesforce integrations as a Salesforce partner?
We build custom Salesforce integrations as a development partner — REST/SOAP API integrations, bulk operations, Apex callouts, platform events. We work in your existing org structure rather than imposing a new one.
How do you handle Salesforce governor limits?
Every integration we build is governor-limit-aware: bulk API for high-volume sync, idempotent operations, proper batching, and observability so you can see exactly when limits are being approached.
Can you migrate us from another CRM to Salesforce?
Yes — migrations from HubSpot, Pipedrive, ActiveCampaign, and custom CRMs into Salesforce are common. Includes data export, transformation, mapping, and a full validation pass before go-live.
Related reading
Thinking we’ve published on this kind of work.
The hidden costs of SaaS once your business is established
The per-seat licence is the visible cost. Integration tax, lock-in, configuration drift, and the seat tax at scale are the SaaS costs no one quotes up front.
Red flags to watch for when hiring a development agency
The signals that separate agencies who deliver from agencies who disappear after the deposit. Twelve practical red flags from twenty-plus years of seeing them.
Build vs Buy: A decision framework for custom software
A practical framework for deciding when SaaS is enough, when low-code wins, and when custom software is genuinely the right answer — before you spend a dollar.
Get started
Ready to wire up
Salesforce?
A 30-minute scoping call — no pitch deck, no hard sell. Tell us what you're trying to connect and we'll tell you straight whether it's a fit.