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Implement

Integration architecture and delivery.

We connect Salesforce to ERP, data platforms, identity providers, and AI agents, with credentials, certificates, and failure paths your team can still reason about in two years.

Book a scoping call
Who it is for

This fits if you are here.

  • You are connecting Salesforce to an ERP, a data warehouse, or a system of record.
  • Your integrations work, but no one can say what depends on which credential or certificate.
  • You are adding an AI agent platform that needs to read or write Salesforce data.
What you get

What you get.

  1. An integration architecture

    The right pattern for each flow: API, events, middleware, or batch.

  2. Built and tested integrations

    Delivered in working releases.

  3. A dependency map

    Each integration traced to its named credential, external credential, certificate, and integration user.

  4. An owner for every credential

    Expiry and rotation dates written down.

  5. Integration users scoped to least privilege

    One per integration, so activity can be traced.

  6. Runbooks

    What to do when a connection fails.

One certificate, two jobs, no ownerAn Apex callout to the ERP runs through a Named Credential and an External Credential to a certificate. Single sign-on request signing uses the same certificate. No owner is recorded for it.Apex calloutto the ERPSingle sign-onrequest signingNamed CredentialERP_NamedCredExternal Credentialmutual TLSCertificateSelfSignedCert_2022, expires Sep 6Owner: none recorded
What a dependency map shows: one certificate behind both an ERP callout and single sign-on. Sample data, fictional org.
How it works

From first call to result.

  1. Scope call and requirements1 to 2 weeks

    Every system, flow, volume and credential involved, on one page.

  2. Design1 to 2 weeks

    Patterns, error handling, identity and credential design, agreed in writing.

  3. Build and testPer release

    Integrations delivered in releases, tested against real volumes.

  4. Handover

    Dependency map, owners and runbooks handed to the team that runs them.

Pricing

Fixed price, scoped after a short scoping call.

For open-ended integration programs, we agree milestones and a written plan first, so you see the price before you commit.

Proof

Led by a certified Salesforce architect. Trevaun is a Salesforce Consulting Select Partner.

Owned 14 or more integrations to and from Salesforce in a high-volume consumer environment.

Moved the Yahoo help site to Salesforce Knowledge: more than 30,000 articles in 14 languages. Built and owned the integrations that serve that content to help.yahoo.com and help.aol.com.

Built the Salesforce integration behind a production agentic customer support platform delivered with Sierra AI.

Read our Dependency series for how we think about credentials and certificates.

  • Salesforce Partner
  • Pledge 1% member
FAQ

Questions people ask.

Do we need middleware?

Not always. Some flows are fine as direct API calls. Others need middleware for retries, mapping or volume. We decide per flow and write down why.

Can you take over integrations someone else built?

Yes. We start by mapping what exists: each connection, its credential, its certificate and its owner. Then we fix what is fragile.

How do you handle certificates and credentials?

Every credential gets a named owner, an expiry date and a rotation plan. Salesforce does not record ownership for you, so we write it down.

Can you connect an outside AI agent to Salesforce?

Yes. We design the app definition, OAuth flow, scopes and integration user it enters through, so its access is no wider than it needs to be.

Tell us what Salesforce needs to connect to.

Talk to usOr book a 30-minute call (opens in a new tab)

We reply within one to two business days.