Reusable Salesforce Integration with my product
Budget: ₹12,500 – ₹37,500 INR
My product needs a reusable Salesforce integration that can live comfortably in any client org, starting in a Salesforce Sandbox and later moving to staging and production. At its core, the package must authenticate through OAuth 2.0 using the JWT Bearer flow so Salesforce can obtain a short-lived access token every time it calls my external API—no username-password grant anywhere in sight.
Lead ingestion is real-time. The webhook or REST endpoint you expose must accept all fields coming from Salesforce and keep them intact; new records or updates should arrive in the same payload and be processed with identical reliability. Any failure state must respond with informative HTTP errors so sales ops teams can self-diagnose.
Limited write-back is equally important. From Salesforce I need to:
• Add note
• Update status
• Create task
Those three actions should be exposed as REST resources my product can hit with a single payload that includes the Salesforce record ID and the action body.
Inside Salesforce, reps will click a single custom button that instantly generates and sends a my product link. A Lightning Web Component or Classic button is fine so long as the user never leaves the lead page.
Please build with clear separation of configuration, keeping JWT secrets in Named Credentials, and supply both an unmanaged package (for quick iteration) and metadata so I can later convert it to unlocked packaging. Unit tests that meet standard Salesforce code-coverage thresholds must run in the sandbox, and a Postman collection or cURL scripts should demonstrate each endpoint.
I will sign off when:
• JWT authentication succeeds from a fresh sandbox.
• Leads sync in under five seconds and mirror every field sent.
• Notes, status changes, and tasks appear on the same lead after my product calls back.
• The “Send my product Link” button inserts the correct URL without manual tweaks.
If that sounds clear, let me know your estimated timeline for sandbox delivery.
Lead ingestion is real-time. The webhook or REST endpoint you expose must accept all fields coming from Salesforce and keep them intact; new records or updates should arrive in the same payload and be processed with identical reliability. Any failure state must respond with informative HTTP errors so sales ops teams can self-diagnose.
Limited write-back is equally important. From Salesforce I need to:
• Add note
• Update status
• Create task
Those three actions should be exposed as REST resources my product can hit with a single payload that includes the Salesforce record ID and the action body.
Inside Salesforce, reps will click a single custom button that instantly generates and sends a my product link. A Lightning Web Component or Classic button is fine so long as the user never leaves the lead page.
Please build with clear separation of configuration, keeping JWT secrets in Named Credentials, and supply both an unmanaged package (for quick iteration) and metadata so I can later convert it to unlocked packaging. Unit tests that meet standard Salesforce code-coverage thresholds must run in the sandbox, and a Postman collection or cURL scripts should demonstrate each endpoint.
I will sign off when:
• JWT authentication succeeds from a fresh sandbox.
• Leads sync in under five seconds and mirror every field sent.
• Notes, status changes, and tasks appear on the same lead after my product calls back.
• The “Send my product Link” button inserts the correct URL without manual tweaks.
If that sounds clear, let me know your estimated timeline for sandbox delivery.