Salesforce
Integration Services

Salesforce
Integration Services

Discover new opportunities with Salesforce integrations

Here at Coral Team, we provide integration services to help businesses make the most of their Salesforce implementations. How we do this? We bridge the gap between your Salesforce CRM platform and other internal or third-party solutions. The result? Laser-like focus on mission-critical business data and improved overall day-to-day operations.

We build custom email connectors, real-time data converters, cloud services, and APIs, seamlessly unifying all data sources and siloed applications across your organization's entire ecosystem.

Types of integrations we perform

Salesforce:

Legal case
management

Litify
Needles
Clio
SmartAdvocate
Aderant
Patrix Patricia

Document
management

Nintex DocGen
SpringCM
NetDocuments
DocuSign
SharePoint
Box

Workflow
automation

Workato
MuleSoft
Sequence
Smart Cloud Connect

Cloud
storage

Amazon S3
Azure Cloud Storage
Box
Dropbox

Cloud
computing

AWS
Azure
Heroku

Social
media

Twitter
Facebook
LinkedIn
Instagram

Email
marketing

MailChimp
SendGrid

Office
productivity

Office 365
G Suite

Email /
Calendar

Gmail
Microsoft Exchange

ERP

Microsoft Dynamics
Oracle Netsuite
Sage
SAP

Accounting

QuickBooks
Xero
CPQ

Analytics

Einstein Analytics
Tableau
PowerBI

Tools used in data and metadata migrations

Coral Team can help unlock the full potential of your Salesforce, making it front and center of your sales and marketing toolkit.

Salesforce
APIs

REST API
SOAP API
Bulk API
Streaming API
Metadata API

Salesforce
tools

Ant Migration Tool
Data Loader App
Data Loader CLI

Languages

Python
Java
CSharp

Databases

MS SQL Server
PostgreSQL
MySQL

Benefits you will reap

Salesforce is a powerful tool, and we will help you fully exploit its capabilities by connecting it to other software implemented within your organization, be it internal or third-party systems. This way, your entire enterprise will be able to better understand customer-related data.
1
Enablement and automation of company-wide processes
2
Easy access to various non-CRM assets
3
Centralized access to customer data for sales reps
4
Better visibility into the corporate sales funnel
5
Optimized organizational efficiency
6
Reduced production delays and overhead
7
Increased lead-to-customer conversion rates
8
Improved performance of field workers

Salesforce Integration
at all levels

Data migration

Extracting and transforming the data accumulated in your legacy CRM system and uploading it to the new, Salesforce-based CRM.

Multiple Salesforce CRM instances

Integrating physically distributed Salesforce instances, such as hybrid scenarios cases involving data that exists on-premise and in the cloud.

Enterprise tools

Bridging Salesforce with other systems already running in the company's infrastructure for cross-application data exchange and visibility.

Third-party systems

Establishing a bi-directional connection between Salesforce and an external system via middleware, such as a custom connector, microservices, or an API.

Popular Salesforce
integration scenarios

Popular Salesforce
integration scenarios

Success Story

A law firm management SaaS relied on the Coral Team to deploy a Salesforce-Microsoft Exchange integration.

We helped a large US law firm management platform based on Salesforce successfully integrate Microsoft Exchange for use with over 30 active clients, setting them up for advanced record management capabilities.

Streamlined Delivery Process

At Coral Team, we take research and preparation just as seriously as execution. We’ll work closely with you and your stakeholders to make sure all needs are addressed on time and effectively, and any potential hiccups or pitfalls are dealt with immediately.

Step 1

Holistic business analysis via requirements gathering, documentation through conference calls, on-site collaboration, and our in-house R&D work.

Step 2

Creation of a detailed implementation roadmap with clear milestones and deliverables.

Step 3

Iterative delivery of the integration combined with automated testing, regular progress reviews, and continuous reporting.

Step 4

Ongoing maintenance, with employee training and consulting.

Why choose Coral Team

Because with our years of experience in custom software development and Salesforce implementation, we deliver consistent and actionable results.
Over 20 years in the software development industry
Dozens of completed Salesforce integration projects to date
Senior-level certified Salesforce consultants
Flexible engagement models and highly competitive rates
Software engineering excellence

Tech stack

Our team of Salesforce consultants and full-stack developers are extremely well-versed in any technologies required for a successful Salesforce integration project. This includes but is not limited to:

  • Apex Classes
  • Apex Trigger Framework
  • Asynchronous Apex
  • SOQL
  • SOSL
  • JavaScript, jQuery, HTML, CSS

We also rely on a native, tried and tested framework for managing data security and access rights in full compliance with SOX so you can generate reports with accuracy and time-saving far exceeding Salesforce’s out-of-the-box functionality.

Let’s talk

If your organization is looking to fully integrate the Salesforce platform with the rest of your corporate applications, including all third-party tools, Coral Team has everything you need. Please use the contact form below or call us for an initial consultation, and let’s optimize Salesforce together!