Won deals become orders or projects
A closed opportunity creates the order, project or job in your other system for a person to confirm.
Salesforce integration consulting
Connect Salesforce to the rest of your business.
Salesforce holds your accounts, deals and service history. We build the connections and tools around it, so a won deal reaches finance and operations without anyone typing it in again.
Keep it, then extend it
What Salesforce does well, and where teams outgrow it.
Where Salesforce shines
- One customer recordAccounts, contacts, opportunities and cases live in one place, so sales and service see the same history.
- Automation an admin can buildFlow lets a Salesforce admin set up steps that run when a record is created or changes, including follow-ups scheduled for later, without code.
- Safe places to testSalesforce includes developer sandboxes with its main editions: copies of your setup where changes are built and tested before anyone uses them.
Where teams hit the limits
- The work after the deal lives elsewhereOrders, projects, contracts and invoices sit in finance and operations systems, and someone copies each won deal over by hand.
- Information arrives as documentsRFPs, signed forms, purchase orders and long email threads get read and typed into records.
- Reports that stop at the CRMMargin, delivery and renewal risk need data Salesforce doesn't hold, so those reports get built in spreadsheets.
What we build around it
Connecting Salesforce to the rest of your work.
Salesforce and your ERP in sync
Accounts, products, orders and invoice status stay matched between sales and finance.
Documents read into the record
Purchase orders, RFPs and signed forms are read and their key details filled in for review.
Renewal and handoff alerts
Upcoming renewals, stalled handoffs and overdue follow-ups reach the right person by email or chat.
Approvals outside the CRM
Discount, contract and credit approvals routed to the people who decide, with the outcome written back to Salesforce.
Account reports across systems
Pipeline, revenue, delivery and support numbers for each account in one scheduled report.
Before we start
How access works.
Your Salesforce administrator sets up the connection and decides exactly what it can see and change. Enterprise, Unlimited and Performance editions include the access outside software needs, and Professional Edition can add it as a paid option (see Salesforce's edition notes). Enterprise, Unlimited and Performance editions also include free integration user licenses: a dedicated user that can only connect from software, never sign in to screens, and holds only the permissions the connection needs. Salesforce counts requests against an allowance for each 24 hours based on your edition and licenses, so we design connections to read and write only what they need. We build and test in a sandbox before anything touches your live records.
Related problems
Common places to start.
A CRM that doesn't fit
You pay for a CRM. Half the team uses it, the other half keeps a spreadsheet, and the fields never quite match your process. Reports come out wrong, so nobody trusts them.
Read moreSoftware that doesn't talk
Sales has one number, finance has another, and nobody is sure which is right. Each tool is fine by itself. The trouble is in the gaps.
Read moreReports built by hand
Every month, someone exports from four systems, pastes it all into a spreadsheet and fixes what looks wrong. By the time it's ready, the numbers are old.
Read more
FAQ
Common questions.
Do we have to replace Salesforce?
No. Salesforce stays your system of record for customers. We build around it and connect what it doesn't reach.
Will this break when Salesforce updates?
Salesforce updates several times a year. We use its supported connection methods, test in a sandbox and add checks that alert us if something stops matching.
We're on Professional Edition. Can you connect to it?
Yes, once outside access is added to your edition, which your Salesforce account team arranges. We confirm your edition and access before quoting a build.
Are you a certified Salesforce partner?
No. We're an independent integration consultant and development team. We build with Salesforce's official developer tools and approved access, using the access your team grants, and we work alongside your Salesforce admin or implementation partner rather than replacing them.
Sources
- Salesforce: Supported editions and required permissions (REST API)
- Salesforce: API request limits and allocations
- Salesforce Help: Give integration users API only access
- Salesforce Admins: Best practices for configuring your integration user
- Salesforce Help: Sandbox licenses and storage limits by type
- Salesforce Help: Triggered flows
- Salesforce Help: Scheduled paths in flows
Facts checked against the vendor's own documentation, November 2026. Names are trademarks of their owners. Inkwell is independent and not affiliated with these companies.
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