Innovative Salesforce Integration Services
Launch strategic and secure Salesforce integrations with your other critical business systems.
Break down silos in your business by centralizing your data and automating workflows with integrations between Salesforce and your other business applications.
Our team has years of experience architecting various integration types, from out-of-the-box connectors to complex real-time integrations.
Salesforce Integrations We Build
Accounting Systems
Sync customer, invoice, and payment data with QuickBooks, Xero, or NetSuite to speed up quote to cash.
Email Marketing
Segment campaigns with Salesforce data and track opens, clicks, and bounces without leaving the platform.
Payment Processing
Accept secure payments in Salesforce with Stripe, PayPal, Chargent, or nonprofit donation platforms.
Document Generation/E-signatures
Generate quotes and contracts, collect e-signatures, and store signed documents in Salesforce.
Address Verification
Validate and standardize mailing addresses with Smarty or Google Geocoding to improve delivery rates.
Onboarding/Project Management
Track tasks, deadlines, and project milestones inside Salesforce with tools like TaskRay.
Other Custom Integrations
Connect ArcGIS, FileMaker, Experian NetConnect, or homegrown systems with a custom API endpoint.
Salesforce Integration Architecture Experts
We’ve built custom integrations for Salesforce with many different types of applications — from enterprise-level solutions to homegrown systems – for all kinds of industries and project goals.
As all organizations have different needs and objectives, no two integrations are the same. Some need to connect internal databases to Salesforce. Others want to harness API functionality through the Salesforce platform. Perhaps your team needs real-time, user-friendly access to enterprise ERP data. Or, your operations team needs details from Salesforce to flow into your fulfillment system.
Case Study
Philadelphia Bar Foundation
Organizing donations and fundraiser event management with Salesforce customization.
Philadelphia Bar Foundation partnered with Soliant’s Salesforce team to launch a comprehensive event registration and management process. Work included integrations between Salesforce, Drupal, and DonorSearch for improved reporting capabilities.
Connect Salesforce to the Rest of Your Business
We integrate accounting platforms, payment processors, e-signature tools, project management systems, homegrown applications, and more with Salesforce. Our team always starts by understanding how your teams work before recommending an approach.
Talk to a consultant about what you need connected.
Talk to a Salesforce Consultant
Tell us a little about your business and its challenges, and we’ll see how we can help.
Connect your mission-critical business systems with an experienced partner.
FAQs
What kinds of systems can integrate with Salesforce?
Soliant Consulting integrates Salesforce with ERP platforms, marketing automation tools, legacy CRMs, custom line-of-business systems, data warehouses, cloud platforms like AWS, and external-facing portals and websites.
Salesforce works best when it’s connected to the rest of your technology stack ‚ not running alongside it.
- ERP platforms, marketing automation tools, legacy CRMs, and custom line-of-business systems ‚ the systems most organizations already rely on. Connecting them to Salesforce centralizes data and reduces manual work across teams.
- Cloud platforms like AWS and custom applications built specifically for your organization.
- External portals and websites where customers and partners interact with real-time Salesforce data directly.
The goal in every Soliant Consulting integration is the same: Salesforce as the hub, not just another tool your teams have to manually sync with everything else.
What are best practices for Salesforce integrations?
Soliant Consulting follows Salesforce integration best practices that include defining systems of record and data ownership upfront, using secure and scalable integration patterns suited to the specific use case, and building in data quality controls, error handling, and monitoring from the start.
Good integrations don’t happen by accident. Soliant Consulting starts every integration engagement with a clear strategy before any build work begins.
- Define systems of record, data ownership, and synchronization rules first. This groundwork prevents the data conflicts and confusion that surface later when the basics weren’t agreed on upfront.
- Use secure, scalable integration patterns suited to your specific needs ‚ whether APIs, middleware, or event-based messaging ‚ based on data volume and real-time requirements.
- Build in data quality controls, error handling, and monitoring from the start. Integration issues will happen. The goal is to make them visible and easy to resolve rather than letting them quietly cause problems downstream.
- Design integrations to support actual business workflows ‚ not just move data between systems. Connected systems only create value when the people using them can feel the difference in how they work.
How do Salesforce integrations increase our ROI on the platform?
Salesforce integrations increase ROI by centralizing data across systems, automating cross-platform workflows, improving reporting accuracy, and making Salesforce the single hub your team works from ‚ which drives adoption and compounds value over time.
The more connected Salesforce is, the more value it delivers. Soliant Consulting builds integrations with that compounding effect in mind.
- Centralized data gives sales, service, and leadership teams a single view of customers and operations ‚ fewer systems to check means faster decisions and less time spent tracking down information.
- Automated cross-system workflows ‚ like order processing, renewals, and case escalation ‚ reduce manual work and the errors that come with it once Salesforce is connected to the right systems.
- Improved reporting results from combining Salesforce data with financial, operational, or marketing data, giving leadership a fuller picture than any single system can provide on its own.
- Higher adoption follows when Salesforce becomes the hub everything connects to. Fewer logins, fewer context switches, and one clear place to work make it the obvious choice for your team.
That’s where ROI compounds: better data, less manual effort, and a team that actually uses the platform.