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Business Process Automation Platform

Salesforce API Integration

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Salesforce API Integration

Are you looking for an easy-to-use Salesforce API integration solution to integrate Salesforce CRM with another cloud-based or on-premises business system or web service? Or are you looking for a Salesforce connector to improve sales team productivity and streamline your business processes?

Codeless Platforms' drag and drop Salesforce integration solution enables organisations to quickly, simply and cost effectively connect Salesforce with other business systems and applications, automate business processes and add business notifications to reduce bespoke integration development times and costs, improve employee performance and drive company revenue. Quickly and easily automate the synchronisation of Salesforce records including Salesforce accounts, customers, orders and opportunities with the use of BPA Platform.

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Salesforce Integration Brochure

Salesforce Integration Brochure

Learn how integrating Salesforce with an ERP or industry specific application can save your organisation time and money and improve the visibility of critical data.
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Salesforce API integration Scenarios and Benefits

How do I integrate Salesforce?

The Salesforce Connector tool simplifies communication between BPA Platform and Salesforce to automatically read and write data to and from Salesforce and your other on-premises or cloud-based business systems, via BPA Platform.

BPA Platforms' Salesforce integration connector has a user friendly interface to provide the mapping of business data into Salesforce objects, giving read/write access to facilitate seamless data integration between Salesforce and other business systems such as your ERP or accounting system.

BPA Platform is an iPaaS solution that enables cloud-based, on-premises systems and cloud-to-cloud applications to talk to each other to enable seamless system integration and business process automation capability.

Salesforce integration infrastructure - BPA Platform

Image: A high-level system architecture overview of BPA Platform and Salesforce

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Default Salesforce Integration Scenarios

  • New and Existing Accounts and Business Partners: Automatically synchronise accounts between Salesforce and your ERP system, including account name, customer number, default billing/shipping address, contact information etc.
  • Contacts: Automatically update new and existing customer data and contacts between Salesforce and your ERP system with the associated business partner or customer account, including name, owner (if applicable), telephone, email, account name etc.
  • Opportunities: Download Salesforce opportunities and upload as sales orders to your ERP system
  • Sales Orders: Automatically synchronise sales orders from your ERP system with Salesforce, including order number, date, value, account, owner (if applicable), product, unit price, quantity, subtotal etc.

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Additional Salesforce Integrations requested by our customers include:

  • Salesforce ERP integration: SAP Business One and Salesforce, Sage 200, Sage 1000, Sage Intacct, SYSPRO, Epicor, Microsoft Dynamics, Access Dimensions etc.
  • eCommerce integration e.g. Magento, Shopify, WooCommerce, BigCommerce, Amazon, eBay etc.
  • Integration with email marketing solutions e.g. dotdigital, MailChimp, HubSpot etc.
  • Salesforce integration with an industry specific or bespoke application
  • Courier service integration e.g. DPD, UPS, TNT, FedEx, Parcelforce, DHL etc.
  • MS Exchange integration

Benefits of Salesforce integration

  • Consistent Salesforce data between multiple on-premises systems and SaaS based applications
  • Removal of repetitive, bidirectional data entry
  • Increase the visibility of critical information
  • Include Salesforce users such as your sales team in workflow processes that start outside of Salesforce e.g. Account placed on hold within an ERP solution
  • Quickly and easily facilitate two way integrations
  • Improved customer experience

"All this data from the various systems, which previously would have to be manually transferred, is now being pulled automatically, on schedule or on demand, via BPA Platform. It's allowing for a lot more efficiency and time saving because data is flowing backwards and forwards. It’s a massive time saver. I can sit back and relax and let BPA Platform get on with it."

Head of Business Systems, IQGeo
IQGeo use BPA Platform Salesforce integration with SAP Business One and SAP Concur
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Frequently Asked Questions

Codeless Platforms' drag and drop Salesforce integration solution enables organisations to quickly, simply and cost effectively integrate Salesforce with other business systems and applications, automate business processes and add business notifications to reduce bespoke integration development times and costs, improve employee performance and drive company revenue.
The Salesforce Connector tool simplifies communication between BPA Platform and Salesforce to automatically read and write data to and from Salesforce and your other on-premises or cloud-based business systems, via BPA Platform. BPA Platforms' Salesforce integration connector has a user friendly interface to provide the mapping of business data into Salesforce objects, giving read/write access to facilitate seamless data integration between Salesforce and other business systems.
BPA Platform can be used to integrate Salesforce with leading ERP systems such as, SAP Business One, Sage 200, Sage 1000, SYSPRO, Epicor, Microsoft Dynamics, Access Dimensions etc.
Common benefits of using BPA Platform to integrate Salesforce with your other business applications include: removal of repetitive, bidirectional data entry, increase the visibility of critical information, include Salesforce users in workflow processes that start outside of Salesforce e.g. Account placed on hold within an ERP solution, quickly and easily facilitate two way integrations.
Download Brochure
Salesforce Integration Brochure

Salesforce Integration Brochure

Learn how integrating Salesforce with an ERP or industry specific application can save your organisation time and money and improve the visibility of critical data.

Subscription Pricing

Salesforce API Integration

Software from

BPA Platform

Starts from

£175

2100
Per month
Billed annually
Configuration day(s) required subject to requirement.

Please note that the dependency information is intended for technical purposes and is expressly not intended to provide exhaustive guidance on licensing matters. With regard to licensing therefore, this information should be treated as advisory only and is provided purely on an “as is” basis.

The precise license restrictions applied to the use of third party products and technologies lie entirely with their respective owners and/or licensors and may be changed from time to time without notice to Orbis Software Ltd t/a Codeless Platforms. It is not within the control of Codeless Platforms exactly how its products will be used in conjunction with third party technologies.

It is therefore the responsibility of the End User to ensure that their use of Orbis Software Ltd t/a Codeless Platforms products, in conjunction with third party products and technologies, lies within the licensing restrictions applied to those third party products and technologies.

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