Package description

The Integration to Cloud‑Based Services package connects Salesforce (Sales Cloud and/or Service Cloud) with a single external cloud system such as an accounting, HR, ERP, or banking platform, using a one‑way data pull into Salesforce. The engagement can be used for both new and existing Salesforce orgs, focusing on surfacing key external data where sellers or service agents need it, improving visibility and reducing manual rekeying. Work is delivered in sprints over approximately 2–4 weeks on a fixed‑price basis, with all integration design and build performed as custom development, subject to a prior review of the provider’s API for suitability and security.

Package deliverables

Typical deliverables include an integration design for a one‑way data pull from the chosen external system into Salesforce, based on a single agreed source and a defined set of objects or entities. The package covers build and configuration of custom integration components (for example, custom Apex services, scheduled jobs, and supporting configuration), deployment of data structures in Salesforce (custom objects/fields if needed), and mapping of external data into Salesforce records. It also includes basic monitoring and error‑handling mechanisms, configuration of page layouts or related lists to expose the integrated data to users, light technical documentation, and short enablement materials to explain how the integrated data should be used.

Expected project completion timeline

2-4 weeks