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Salesforce Integration Services

Connect Salesforce to the Systems Your Business Depends On

Salesforce becomes more useful when the data and processes around it are connected. Summit helps organizations integrate Salesforce with ERP, finance, marketing, HR, e-commerce, legacy, and custom systems so information can move reliably across the business and teams can work with fewer manual handoffs and disconnected processes.

Our Salesforce integration consultants design and implement secure, scalable integrations using APIs, middleware, iPaaS platforms, and other approaches based on your systems, data requirements, and business needs.

614-859-6543

Integrate Salesforce Across Your Systems, Data, and Workflows

When Salesforce and other business systems operate separately, teams can end up re-entering information, working from different versions of the same data, or relying on manual handoffs between applications. Integrating those systems can create more consistent data flow, reduce duplicated work, and support business processes that span Salesforce and the rest of your technology environment.

Whether you need to replace aging point-to-point integrations, consolidate multiple Salesforce orgs, connect legacy systems, or modernize a more complex integration environment, Summit designs Salesforce integration solutions around your data requirements, business processes, security needs, and existing technology.

What’s Included in Summit’s Salesforce Integration Services

Every integration environment is different. Our Salesforce integration consultants work with your team to understand the systems you need to connect, how data needs to move between them, security requirements, integration complexity, and the business processes the integration needs to support. From there, we design and implement the right integration approach for your environment.

  • API & Middleware Integrations

    Our Salesforce integration consultants design and build API and middleware integrations based on your systems, data requirements, security needs, and how quickly information needs to move.

    • REST, SOAP, and API design and development
    • Real-time and event-driven integrations (Platform Events, Change Data Capture)
    • Batch and scheduled synchronization for high-volume data
    • Secure authentication and identity management (OAuth, JWT, SSO, etc.)
    • API lifecycle management and documentation

    Technologies: Salesforce Platform APIs, MuleSoft Anypoint Platform, Heroku Connect, Informatica IICS, etc.

  • Integration Platform as a Service (iPaaS) Solutions

    Accelerate integration delivery with flexible, low-code iPaaS tools that scale with your business. Our integration consulting approach helps determine when an iPaaS platform makes sense and which solution best fits your existing systems, integration complexity, and long-term support requirements.

    • MuleSoft: Enterprise-grade, API-led architecture for mission-critical integrations
    • Informatica Cloud (IICS): Data synchronization and transformation at scale
    • Commercient SYNC: Prebuilt ERP–Salesforce data integration accelerators
    • Make (formerly Integromat) and Zapier: Lightweight workflow automation for non-critical or departmental use cases
    • Other AppExchange iPaaS solutions
    • Custom integration health monitoring and alerting dashboards

    Summit’s integration architects tailor the right tool for your business, balancing complexity, cost, and scalability.

  • ERP & Third-Party Application Integration

    Our Salesforce integration consultants help connect Salesforce with ERP, finance, marketing, HR, e-commerce, service, and other business applications, using the integration approach that fits the systems and requirements involved.

    • ERP and finance systems
    • Marketing and marketing automation platforms
    • HR and workforce applications
    • E-commerce and customer service platforms
    • Document management, e-signature, and communications tools
    • Custom and legacy applications

    Summit designs integrations using native applications, integration platforms, middleware, or custom APIs based on the systems and requirements involved.

  • Salesforce Org Migrations & Consolidations

    Streamline and unify your Salesforce environments for better governance, efficiency, and adoption.

    • Multi-org consolidation and migration strategy
    • Metadata and data migration using automation tools (Gearset, Copado, OwnBackup, Data Loader, Data 360 (formerly Data Cloud) pipelines)
    • Version control, CI/CD setup, and deployment pipelines
    • Security and compliance validation during migration
    • Post-migration health check and optimization

    Ideal for M&A consolidation, global standardization, or transitioning from legacy orgs.

  • Legacy System Modernization

    Replace brittle, outdated integrations with scalable, API-first connections that reduce risk and maintenance costs.

    • Rebuild point-to-point connections with reusable APIs
    • Replatform ETL jobs to modern cloud-based pipelines
    • Introduce event-driven messaging to eliminate sync delays
    • Document, audit, and monitor all integrations for governance

    For broader enterprise data integration, data-pipeline modernization, or platform modernization beyond Salesforce, explore Summit’s Data Integration & Platform Modernization services.

Key Outcomes of Effective Salesforce Integration

  • Unified Data & Workflows

    Connect data and processes across systems so teams can work with more consistent information and fewer manual handoffs.

  • Improved Accuracy & Decision-Making

    Keep information more consistent across connected systems so teams can make decisions using more complete, current data.

  • Reduced Operational Overhead

    Automate data exchange and reduce duplicated work, manual processes, and unnecessary integration complexity.

  • Stronger Governance

    Create a more standardized, documented, and secure approach to managing integrations across your environment.

  • A More Adaptable Technology Foundation

    Build integrations that can evolve as systems, business requirements, analytics, automation, and AI initiatives change.

Working Together

Salesforce Integration Implementation and Support

Successful Salesforce integration projects require more than technical connectivity. Our Salesforce integration consultants work with your team through the integration process, from assessment and architecture through implementation, testing, and ongoing support. The goal is to design integration solutions that fit your systems, data requirements, security needs, and the business processes the integration needs to support.

  • Assess requirements and scope the Salesforce integration project. Understand the existing environment, business needs, data sources, integration requirements, and goals to define what data, systems, and business processes need to work together.
  • Design the Salesforce integration approach. Determine whether APIs, middleware, iPaaS platforms, native or prebuilt connectors, custom integrations, or a combination of approaches best fit the environment.
  • Develop and implement the integration. Develop and configure the data transformation, system integration, and custom development needed to connect Salesforce across multiple systems.
  • Test the integration. Validate that the connected systems, data flows, and business processes work as intended.
  • Monitor, support, and optimize over time. Provide ongoing monitoring, support, and optimization as systems and business requirements evolve.

Related insight: Learn the Salesforce integration best practices that help organizations plan, govern, and scale integrations for stronger long-term results.

Salesforce Integration in Action

Summit has helped organizations connect Salesforce with ERP, document management, Microsoft technologies, and other business systems while also supporting Salesforce migrations and more complex integration environments.

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BWI Group: Salesforce and Microsoft Integration

Summit developed a custom Lightning component and integrated Salesforce with SharePoint using Salesforce REST API, Microsoft Graph API, Azure Active Directory, and Microsoft authentication flows. The solution enabled BWI users to access, upload, and manage SharePoint documents from Salesforce while supporting BWI’s access and folder-management requirements.

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Weldaloy Specialty Forging: Salesforce and PLEX ERP Integration

As part of Weldaloy’s Salesforce Government Cloud implementation, Summit partnered with Commercient to integrate PLEX ERP with Salesforce and provided project management throughout the integration. The solution gave Weldaloy unified CRM and ERP data visibility while supporting its security and compliance requirements.

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Venture Logistics: Salesforce Org Migration and ERP Integration

Summit helped Venture Logistics migrate from an outdated Salesforce org to a new Salesforce environment supporting multiple business units. The project also included integrating Venture’s ERP system with Salesforce through an iPaaS solution so sales teams could access critical ERP account and revenue data within Salesforce.

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Why Choose Summit as Your Salesforce Integration Partner?

Choosing the right Salesforce integration partner means finding a team that can combine integration consulting, technical implementation, and ongoing support. As a Salesforce Summit-Tier Partner, Summit brings Salesforce expertise together with experience across MuleSoft, Informatica, Commercient, Heroku, and leading iPaaS tools.

  • Certified Salesforce and Cross-Platform Integration Expertise

    Experience across Salesforce, MuleSoft, Informatica, Commercient, Heroku, and leading iPaaS tools.

  • Proven Integration Methodology

    Our Salesforce integration consultants use an architecture-led approach that considers your systems, data requirements, business processes, security needs, and integration complexity to reduce rework and support scalability.

  • End-to-End Integration Implementation & Support

    From assessment and design through development, testing, monitoring, ongoing support, and optimization.

  • Tool-Agnostic Flexibility

    We recommend integration tools and approaches based on your architecture, requirements, complexity, cost, and scalability—not what locks you in.

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When Salesforce Integration Services Are a Good Fit

  • Organizations looking to integrate Salesforce with business-critical systems, including ERP systems such as SAP, NetSuite, Oracle, or Microsoft Dynamics; HR platforms such as Workday or ADP; and marketing systems such as HubSpot or Marketo.
  • Enterprises managing multiple Salesforce orgs or complex system environments that need to be consolidated or unified under a more consistent governance model.
  • Businesses modernizing legacy systems and integrations, including aging middleware, point-to-point connections, or a move to more modern cloud-based integration platforms.
  • IT leaders looking to improve data reliability and operational efficiency by reducing manual work and improving data flow across connected systems.

Salesforce Integrations for the Systems Your Business Uses

Summit connects Salesforce with ERP, finance, marketing, communications, productivity, and other business applications. Explore some of the Salesforce integrations we support, including dedicated solutions for many of the platforms below.

Not sure which systems to connect first? See our guide to the top Salesforce integrations to prioritize for driving ROI based on where integration can create the greatest business impact.

Integration Five9

Five9 Phone System Integration

Contact center agents are better able to sell, retain, and support customers with Five9 Salesforce integration.

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Integration Adobe Sign

Salesforce AdobeSign Integration

Create, send, sign, track, and file agreements quickly and securely in Salesforce with our AdobeSign integration service.

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Integration DocuSign

Salesforce DocuSign Integration

Create, send, sign, track, and file agreements quickly & securely in Salesforce with our DocuSign integration service.

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Integration Epicor

Salesforce Epicor ERP Integration

Sync customers, orders, opportunities, products and much more between Salesforce CRM and Epicor ERP.

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Integration Google Drive

Salesforce Google Drive Integration

Link Google Drive files and folders to Salesforce. Generate new Google Docs from Salesforce data with Drive Connect.

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Integration Google Forms

Salesforce Google Forms Integration

A fast, easy, and inexpensive Zapier integration that allows Google Forms data to sync into standard or custom Salesforce CRM objects.

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Integration JD Edwards

JD Edwards ERP Integration

Sync customers, orders, opportunities, products and more between Salesforce CRM and JD Edwards ERP.

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Integration MailChimp

Salesforce Mailchimp Integration

Keep your MailChimp and Salesforce CRM data in sync with the native integration from MailChimp.

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Integration NetSuite

Salesforce NetSuite ERP Integration

Sync customers, orders, opportunities, products and more between Salesforce CRM and NetSuite ERP.

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Integration Plex

Salesforce PLEX ERP Integration

Sync customers, orders, opportunities, products and much more between Salesforce CRM and PLEX ERP.

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Integration QB Enterprise

QuickBooks Enterprise Integration

Sync customers, orders, opportunities, products and more between Salesforce CRM and Quickbooks Enterprise.

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Integration QB Online

Quickbooks Online Integration

Fast and simple integration to create Quickbooks Online Customers and Invoices from closed Salesforce Opportunities.

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Integration Action Network

Salesforce Action Network Integration

Reduce duplicate data entry and the potential for errors by connecting Salesforce with ActionNetwork.org.

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Salesforce Integration FAQs

What is Salesforce integration?

Salesforce integration connects Salesforce CRM with other systems so data and business processes can move between applications. Effective integration can reduce manual data entry, improve data consistency, reduce data silos, and give teams access to more complete customer and operational information.

What do Salesforce integration services include?

Which systems does Summit integrate with Salesforce?

What are common Salesforce integration approaches?

How long does a Salesforce integration project take?

What should you look for in a Salesforce integration partner or consultant?

What are common Salesforce integration challenges to plan for?

Ready to Chat?

Get a jumpstart by connecting with one of Summit's Salesforce Certified Experts today.

614-859-6543
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"Easy to Work With"
Angie W.

Northwoods worked with Summit to help migrate our Microsoft Dynamics CRM system to Salesforce.  Summit was extremely knowledgeable, thorough, and easy to work with.  They were able to help us configure the system to handle complex business processes while making the system easy for end users.  They were also able to migrate all our legacy Dynamics data to the new Salesforce system.  Summit helped train our technical team on Salesforce administration while keeping the project on time and under budget.  I highly recommend Summit for any Salesforce-related project.

"Mind Blowing!"
Rachael H.

As a leader of a small non-profit aimed to scale rapidly and efficiently, I knew it was critical to transition from antiquated spreadsheets to a sophisticated CRM. We dabbled in Salesforce on our own the year prior. To put it mildly, I was terrified to go there again. Summit met my apprehension with confidence and reassurance. They were timely, efficient and positioned us to utilize Salesforce in ways we hadn’t imagined. Every day I’m in awe of what Salesforce can do; to the team’s credit for imparting their wisdom. Summit has positioned us for unprecedented opportunities at Walk with a Doc. Thank you!

"BEST Salesforce Consultant Available"
Catherine Z.

We went through 3 consultants before finding Summit. The difference was night and day, and the cost was very reasonable. They helped us get our Communities up and running in less than a week (after 2 other teams essentially dragged their feet for 9 months - yes, 9 months!). We are ecstatic! We also have Managed Services with them, for a few hundred bucks a month they are our go-to for anything Salesforce. The team is INSTANTLY responsive - like within 2 minutes. I have experienced other consultants and can tell you, there is no comparison. Hire Summit!

"Did a Wonderful Job"
Paige B.

We have primarily been using Salesforce for our sales team. Recently we decided to bring our support team on and Summit did an awesome job helping us get everything set up the way we needed.

"Great Learning and Implementation"
Annette H.

Great experience with Summit. They are very knowledgeable about Salesforce and their turn around is outstanding. I am looking forward to working Part 2 of our plan with them.

"Transformation Data w/ Excellent Service"
Kay W.

The skill set and knowledge that Summit has brought to this project far surpasses our initial expectation- especially since our initial contact with Salesforce corp. was challenged in regards to utilizing training videos to suit our scope and need. Summit and team has been helpful in supporting our team with a custom solution in order for us to be able to serve our community better. They are timely and professional, and eager to learn about the why before telling us the what.

"Made our Dream CRM a Reality!"
Matt S.

Summit made our Salesforce dream a reality. As a small non-profit on a limited budget with very specific CRM needs we were challenged to find a suitable Salesforce partner. Fortunately we were introduced to Summit, and from day one they made the formidable task of implementing Salesforce doable (and even enjoyable!). The Summit team are pros, from their accessibility and communication to industry knowledge and attitude, they never said 'no' to a request. When we encountered hiccups along the way they took the time to trouble shoot and make fixes, even when it was outside the original scope of the project. We didn't deviate from the project timeline or budget, which says a lot considering our custom needs for data collection/reporting, donor communication, and third party plug-ins. If you are considering implementing Salesforce or have any Salesforce needs, I highly recommend Summit and their team.

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