Seamless Salesforce Integration for a Worldwide Consulting Agency

TL;DR

Our client needed to sync leads and deal statuses from an external partner’s Salesforce instance to their own, including importing Opportunities, Clients, and Client Organizations, and converting product selections.

Given the differences between the two systems, custom queries and conversion logic were essential. They sought a cost-effective solution to handle both new and historical data.

With careful planning and innovative problem-solving, we successfully synchronized the Salesforce instances, ensuring accurate and reliable integration. Using Make.com, we managed data mismatches, custom queries, and historical data import seamlessly.

Positive Outcomes

• Seamless Data Sync: The integration effectively synchronized leads and deals between the two Salesforce instances, ensuring consistency and accuracy.
• Cost Savings: By using low code automation tools we saved thousands on development and maintenance costs.
• Custom Solutions: We developed custom queries and conversion logic to manage the differences in data schemas, ensuring smooth data integration.
• Comprehensive Automation: The flow was designed to handle not only new opportunities but also historical data, with built-in safeguards for missed opportunities.
• Reliable Roll-Out: Early manual data reviews ensured a smooth roll-out, and the automation quickly became flawless, running without issues.

Our Approach

As the Salesforce Admin and Integration Developer, I was responsible for designing and implementing the integration. Here’s how we approached the project:

• Cost-Effective Integration: We chose to build the integration using
• Modular Design: The integration required roughly 30 modules and 5 or 6 branches to handle cases where data was missing or required translation.
• Custom Queries and Conversion: Due to differing data schemas between the two Salesforce instances, we developed custom queries and conversion logic to ensure accurate data sync.
• Comprehensive Flow: The integration was designed to sync both new opportunities and earlier ones, with tracking for missed opportunities.
• Manual Review and Roll-Out: During the early stages, we manually reviewed the data as a safety net, ensuring the automation was accurate before full deployment.

Implementation Process

The integration was built and tested over a series of iterations:

• Initial Setup: We designed the integration to handle the data that would come from the multiple possible scenarios.
• Custom Development: Custom queries and conversion logic were developed to bridge the differences in data schemas and to extend the native abilities of
• Testing and Roll-Out: Early roll-outs included manual data reviews to ensure accuracy, after which the automation continued running silently and smoothly rarely requiring attention.
• Ongoing Maintenance: The system was monitored to ensure continued flawless operation.

💡 If you’re looking for an effective solution to complex integration challenges, reach out to us today. We’re here to help you achieve seamless data synchronization with minimal cost.