Integration Architecture
Design robust integration architecture that connects your Salesforce CRM with partner management workflows seamlessly and securely.
- Bi-directional data synchronization between systems
- Custom object and field mapping configuration
- Real-time webhook and event-driven updates
Enterprise-grade architecture ensures reliable data flow at scale.
Account & Contact Sync
Synchronize partner accounts, contacts, and relationships between Salesforce and your partner portal for frictionless collaboration.
- Automated account creation and update workflows
- Contact hierarchy and role mapping
- Intelligent duplicate detection and merge handling
Unified partner data ensures consistent engagement across systems.
Opportunity Management
Enable partners to register deals and manage opportunities with full visibility in your Salesforce pipeline.
- Deal registration with automatic Salesforce opportunity creation
- Stage and status synchronization across platforms
- Revenue attribution and partner credit tracking
Connected pipelines deliver accurate forecasting and partner attribution.
Workflow Automation
Automate partner workflows with Salesforce Flow and Process Builder integration for improved operational efficiency.
- Automated partner onboarding and approval workflows
- Error-proof validation and exception handling
- Cross-system process orchestration and coordination
Intelligent automation reduces manual effort and accelerates partner cycles.
Analytics & Reporting
Unified reporting across Salesforce and partner portals for comprehensive ecosystem performance insights.
- Cross-platform dashboards and analytics reports
- Partner performance metrics and scorecards
- Revenue attribution and ROI tracking
Data-driven insights enable strategic partner ecosystem management.