What this covers
Salesforce is rarely a closed system. It connects to billing, marketing automation, finance, ops tooling, telephony, e-sign, and increasingly to AI services. Integrations are usually where complexity lives and where data quietly drifts.
- Direct API integrations in Apex or via REST/SOAP, with proper error handling, retries, and observability.
- Middleware platforms — MuleSoft when the budget warrants it, n8n / Zapier / Make for lighter cases.
- Telephony and SMS — RingCentral, Twilio, and similar.
- Marketing tools — HubSpot, Marketo, Mailchimp, Pardot/Marketing Cloud.
- Billing, payments, and e-sign — Stripe, QuickBooks, DocuSign, Adobe Acrobat Sign.
- AppExchange-package selection when the right answer is to buy, not build.
How we typically engage
Integration work is scoped per integration. Each one gets a short proposal: what's connecting to what, what data flows in which direction, what happens when the other side is down, who gets paged when something breaks.
What "done" usually looks like
- Connections are monitored — silent failures are caught, not discovered three weeks later when the numbers don't reconcile.
- Auth is durable. No tokens that quietly expire and break the integration on a holiday weekend.
- The integration is documented with a runbook for "when this breaks, here's what to check."