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.
Email Marketing
Enhance your customer targeting and improve content personalization by leveraging your rich customer data in Salesforce with email marketing systems like Mailchimp, Zoho, Drip, Moosend, GetResponse, Drip and more. Segment your email campaigns based on specific customer data to increase engagement with your audiences. Then, evaluate your results and plan your next steps with real-time tracking of email metrics like opens, clicks, and bounces directly within Salesforce. Our team can ensure all of your customer interactions are synced across both platforms, fostering more informed and timely customer engagement.
Payment Processing
Accept and encourage electronic payments in a secure, compliant way directly through your Salesforce implementation by integrating payment systems such as Chargent, Stripe, PayPal, Square, and more. For our nonprofit clients, we also leverage donation platforms, including Classy and Donorbox. Streamline your sales process, reducing manual data entry, and minimizing errors by enabling direct in-platform transactions. Further enhances customer experience by providing seamless and secure payment options, and gain real-time visibility into payment status, customer billing history, and revenue data ffor better financial forecasting and decision making. Work with an experienced partner with a deep bench of both Salesforce and custom integration experts to launch your Salesforce-payment system integration.
Document Generation/E-signatures
Streamline your contract and document approval process with a document generation and e-sign platform like DocuSign to reduce time-to-close and enhance customer experience. Launch a secure system for signing important documents digitally to ensure easy tracking and storage of signed documents within Salesforce. Shorten your document generation cycles for quotes, invoices, and more. Get started with a trusted partner experienced in custom integrations.
Address Verification
Ensuring your customer addresses are accurate and standardized by launching address verification in your Salesforce implementation. Improve your delivery success rates and enhance your customer service by avoiding address miscommunication.
We have helped our clients, especially those reliant on the accuracy of physical mailing addresses such as catalog-based businesses, address verification services such as Smarty, and Google Geocoding API with strategic integrations.
Onboarding/Project Management
Strengthen collaboration, streamline project workflows, and improve tracking of project milestones directly within the Salesforce platform through an integration with a project management tool like TaskRay. Enable your teams to manage tasks, deadlines, and resources effectively, improving productivity, and providing real-time visibility into project status for stakeholders.
Other Custom Integrations
We have built several custom integrations to other systems/platforms such as ARcGIS, FileMaker, Experian NetConnect, and homegrown systems with a custom API endpoint. We can help break down organizational silos by building the right bridges between systems.
Talk to a Salesforce Consultant
Tell us a little about your business and its challenges, and we’ll see how we can help.
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.
Solutions We Offer
Custom Salesforce Implementations
Launch a tailored Salesforce solution to enhance customer service, improve operational efficiency, and scale growth with customized functionality.
Pivotal Modernization
Gain a competitive advantage, drive productivity gains, enable new revenue streams, and deliver highly personalized customer experiences.
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.