Salesforce-Support System Integration
Budget: $30 – $250 USD
I need a Salesforce developer to connect our Salesforce org with the customer-support platform we rely on. The goal is a seamless, bi-directional flow of case, contact, and activity data so agents can work in one place while sales teams keep full context in Salesforce.
Here’s what I’m after:
• Configure and deploy the necessary APIs, middleware (REST/SOAP, Webhooks, or a lightweight iPaaS if you prefer), and authentication so records sync reliably in real time.
• Map fields and picklists accurately, handling attachments, comments, and status updates without data loss.
• Build error-handling and logging that surfaces integration issues inside Salesforce for quick troubleshooting.
• Provide clear hand-over documentation and a short walkthrough video so my in-house admins can maintain the connection.
I’ll share sandbox credentials, existing data models, and the exact support platform once we agree on scope. You’re free to recommend tools like MuleSoft, Boomi, or native Salesforce Connect—just outline why your choice fits best.
I consider the job done when:
1. A test case created in the support tool appears in Salesforce within seconds, correctly linked to the matching contact.
2. Any update made in Salesforce reflects back to the support tool.
3. No duplicate records are produced after a full day of load testing.
If you’ve completed similar Salesforce–support system integrations, let me know what approach you used and any challenges you overcame. Looking forward to making this link rock-solid together.
Here’s what I’m after:
• Configure and deploy the necessary APIs, middleware (REST/SOAP, Webhooks, or a lightweight iPaaS if you prefer), and authentication so records sync reliably in real time.
• Map fields and picklists accurately, handling attachments, comments, and status updates without data loss.
• Build error-handling and logging that surfaces integration issues inside Salesforce for quick troubleshooting.
• Provide clear hand-over documentation and a short walkthrough video so my in-house admins can maintain the connection.
I’ll share sandbox credentials, existing data models, and the exact support platform once we agree on scope. You’re free to recommend tools like MuleSoft, Boomi, or native Salesforce Connect—just outline why your choice fits best.
I consider the job done when:
1. A test case created in the support tool appears in Salesforce within seconds, correctly linked to the matching contact.
2. Any update made in Salesforce reflects back to the support tool.
3. No duplicate records are produced after a full day of load testing.
If you’ve completed similar Salesforce–support system integrations, let me know what approach you used and any challenges you overcame. Looking forward to making this link rock-solid together.
Related categories:
Cloud Computing
Salesforce.com
QlikView
Salesforce App Development
MuleSoft
API Development
SOAP API
REST API