Connecting Salesforce to the rest of your business
Salesforce is a cloud CRM platform used to manage sales pipelines, customer service and marketing, with extensive customisation. It suits organisations that need a configurable, enterprise-grade CRM with a large ecosystem.
Salesforce is highly configurable, with custom objects, automation and a broad API, so it can sit at the centre of customer operations. It is also costly per user, and heavy customisation can make it hard to maintain. Much of the value comes from reliable integrations with websites, ERPs and product databases. We build those integrations with care around API limits and data ownership. For smaller teams, HubSpot is often easier to adopt and administer.
What we build with Salesforce
- API integrations and data sync
- Web-to-lead and form capture
- Custom objects and automation
- Data migration and clean-up
- Reporting and dashboards
Salesforce questions
Can you connect our website and app to Salesforce?
Yes. We sync leads, customers and activity through the Salesforce API, handling rate limits, retries and duplicate matching so data stays clean.
Salesforce or HubSpot?
Salesforce suits complex, highly customised processes and larger teams. HubSpot is usually quicker to set up and easier to run for small and mid-sized businesses.
Can you build custom objects and automation in Salesforce?
Yes. We design custom objects and fields, and automate processes with Flow, using Apex code only where declarative tools are not enough.
Can you migrate our data into Salesforce from another CRM?
Yes. We clean and de-duplicate records, map fields and relationships, import in stages and reconcile counts so nothing is lost.
How do you handle Salesforce API limits?
By using bulk APIs for large volumes, batching changes, caching reference data and spreading scheduled syncs, so integrations stay within your organisation's allowance.
Can Salesforce sync with our ERP or accounting system?
Yes. We connect Salesforce to ERP and finance systems through its APIs or middleware, agreeing which system owns each piece of data to avoid conflicts.
Can customers or partners access Salesforce data?
Yes. Experience Cloud sites or a custom portal using the API can give customers and partners controlled access to cases, orders or accounts.
How do you test Salesforce changes safely?
We build and test in sandboxes, deploy through version-controlled release processes and include Apex tests, so production changes are predictable.
How do you keep Salesforce data secure?
With profiles, permission sets and sharing rules that limit access to what each role needs, plus field-level security on sensitive information.
Can you improve Salesforce reports and dashboards?
Yes. We fix the underlying data structure where needed and build reports and dashboards that answer the questions your managers actually ask.
More platforms & cms technologies
Have a project in mind? Let’s talk.
Tell us what you are building. We reply within one business day with next steps — and we are happy to sign an NDA first.