Salesforce Integration

How it works

1. Discovery

Connecting your systems requires proper understanding of the technical, procedural and business components of each service. We start by reviewing your current system, analysing how to integrate properly with other platforms and identifying the integration type, whether it is a standard connection or in need of middle-ware.

2. Design & Development

We create a new unified platform based on your system & point-2-point integration goals. Connecting multiple platforms with accurate data mapping prepares an ideal environment for sample data uploading. This evaluation stage identifies any additional development needs, such as the need for middle-ware.

3. Quality Assurance

Once configuration and development are complete, the QA team ensure every functionality works, the system is easy to use and security risks are addressed. Our rigorous QA involves both manual & automated test processes.

4. Deployment

The final stage involves migrating your data, implementing automated workflow processes and one last systems check. Once up and running, we conduct training (remote or onsite) to ensure high end-user adoption levels.

5. Managed Service

You won't have to worry about managing your Salesforce platform, we'll do it for you. With flexible monthly hours including roll-over hours, you can have an expert team on hand to provide ongoing support, pro-actively adapting your solution to enhance new features.