Salesforce Integration Services

Unify Your Technology Stack. Eliminate Silos. Make Data Work for Your Business.

Salesforce delivers the most value when it’s fully connected to the systems that power your business. Summit helps organizations integrate Salesforce with ERP, finance, marketing, and custom applications to create seamless data flow, automate critical workflows, and deliver a unified view of customers and operations. Our Salesforce integration services are designed to scale, reduce complexity, and support measurable business outcomes.

Seamlessly Connect Salesforce with the Rest of Your Business.

When Salesforce isn’t fully integrated, teams work in silos, data becomes inconsistent, and manual work slows everything down. Summit’s Salesforce Integration Services close those gaps by connecting Salesforce to the platforms that support your core operations.

We integrate Salesforce with ERP, finance, marketing, e-commerce, HR, and custom systems to create a unified ecosystem where data stays accurate and processes move seamlessly across teams.

Whether you’re building new integrations, modernizing legacy connections, or consolidating Salesforce orgs, Summit applies proven integration patterns and best practices to deliver solutions that are secure, scalable, and built to last.

What’s Included in Summit’s Integration Services

  • API & Middleware Integrations

    Design, build, and manage secure integrations between Salesforce and external systems.

    • 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.

    • 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.

  • 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

Key Salesforce Integration Outcomes You Can Expect

  • Unified Data & Workflows

    One connected ecosystem that eliminates silos and manual handoffs.

  • Improved Accuracy & Decision-Making

    Real-time, bi-directional data synchronization across systems.

  • Reduced Operational Overhead

    Lower maintenance costs and faster change deployment.

  • Stronger Governance

    Standardized, documented, and secure integration architecture.

  • Future-Ready Foundation

    Scalable, API-led framework prepared for AI, analytics, and automation initiatives.

Working Together

Salesforce Integration Implementation and Support

A successful Salesforce integration requires more than just technical expertise; it demands a strategic approach to implementation and ongoing support.

Summit acts as your dedicated Salesforce consulting partner, guiding you through every phase of your integration journey.

From initial assessment of your business needs to the development of custom solutions, our experienced Salesforce consultants ensure that your integration aligns with your goals and delivers seamless data flow across all systems.

We provide comprehensive Salesforce consulting and support services, including data transformation, system integration, and ongoing optimization, to ensure your integrated systems continue to evolve with your business.

By connecting Salesforce with diverse data sources—such as ERP systems, financial data, and social media platforms—we help you maximize your Salesforce investment, improve customer interactions, and drive measurable business growth.

With Summit’s expertise in Salesforce consulting combined with expert project management, you can be confident that your integration will deliver lasting value and keep your organization ahead of the curve.

Why Choose Summit’s Integration Services?

  • Certified Expertise Across Platforms

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

  • Proven Integration Methodology

    Architecture-first approach that reduces rework and ensures scalability.

  • End-to-End Capability

    From assessment and design through development, testing, and monitoring.

  • Tool-Agnostic Flexibility

    We recommend what fits your architecture, not what locks you in.

working on laptop

Salesforce Integration Services are an Ideal Solution for...

  • Organizations looking to integrate Salesforce with ERP (SAP, NetSuite, Oracle, Microsoft Dynamics), HR (Workday, ADP), or marketing systems (HubSpot, Marketo).
  • Enterprises managing multiple Salesforce orgs that need to be unified under one governance model.
  • Businesses modernizing legacy middleware or planning a move to cloud-based integration platforms.
  • IT leaders seeking to reduce complexity, improve data reliability, and streamline operational efficiency.

Salesforce Integrations

Integration Five9

Five9 Phone System Integration

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

Integration Adobe Sign

Salesforce Adobe Sign Integration

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

Integration DocuSign

Salesforce DocuSign Integration

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

Integration Epicor

Salesforce Epicor ERP Integration

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

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.

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.

Integration JD Edwards

JD Edwards ERP Integration

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

Integration MailChimp

Salesforce Mailchimp Integration

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

Integration NetSuite

Salesforce NetSuite ERP Integration

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

Integration Plex

Salesforce PLEX ERP Integration

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

Integration QB Enterprise

Quickbooks Enterprise Integration

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

Integration QB Online

Quickbooks Online Integration

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

Integration Action Network

Salesforce Action Network Integration

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

Integration Apps

Salesforce Integration Services

We design and build integration solutions using native apps, integration platforms, or custom APIs.

What is Salesforce integration and why does my business need it?

Salesforce integration connects your CRM with other systems so that data flows automatically. This eliminates manual work, reduces errors, gives teams a single view of customers, and improves operational performance. Virtual integration allows users to interact with external data without storing it locally, reducing costs and duplication. Salesforce integration consultants help businesses merge data from different departments and connect information from Salesforce CRM and various applications.

How does Salesforce integration improve automation and operational efficiency?

Which systems can Salesforce integrate with?

How does Summit handle data migration and management as part of Salesforce integration?

How long does a Salesforce integration project take?

Can Summit integrate Salesforce in cloud and hybrid environments?

What should companies look for in a Salesforce integration partner?

Ready to Chat?

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

"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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