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Salesforce Consulting & Integration

Insyrge helps teams get more from Salesforce. We customise objects, page layouts, flows and reports, and build integrations that connect Salesforce to the rest of your stack.

Book a call What you get
  • Bilateral NDA protected
  • 100% client code & IP ownership
  • 2–4 week agile sprints
Salesforce Consulting & Integration

Salesforce Consulting & Integration: key facts

What it is
Insyrge customises and integrates Salesforce, covering objects, page layouts, Flows, reports and API connections, and migrates data to or from Salesforce with record history intact.
Who it is for
Teams on Salesforce whose org no longer matches their process; Businesses connecting Salesforce to ERP, accounting or support systems.
Main deliverables
Org review, Customisation, Flows, Reports and dashboards, API and ERP integrations.
Works with
ERP and accounting, marketing automation, support tools, e-signature and BI.
How it starts
A free 45-minute discovery call, then a written scope agreed before any build starts.
Ownership
You own the code, configuration and documentation. Ongoing support is optional.

Overview

How we approach Salesforce Consulting & Integration

We write custom logic and connect Salesforce to ERP, marketing and support systems through REST APIs and middleware.

If you are moving to or from Salesforce, we map the data model, load it into a sandbox first, and plan a cutover that keeps your history intact.

Who it is for

Teams already running Salesforce that need it customised, connected to other systems or tidied up, and teams moving data to or from Salesforce.

Who it is for and the problems it solves

Who it is for

  • Teams on Salesforce whose org no longer matches their process
  • Businesses connecting Salesforce to ERP, accounting or support systems
  • Companies moving to or from Salesforce

Problems it solves

  • Page layouts and fields have grown cluttered and slow down reps
  • Automation is split between old workflow rules, Process Builder and Flows
  • Reports do not match the numbers finance sees
  • Data has to be keyed into Salesforce and other systems twice

What you get

Tested deliverables, included in this service

Clear milestones agreed in writing, with the code and configuration handed over to you.

  • 01

    Salesforce customisation and flows

  • 02

    Custom reports and dashboards

  • 03

    Salesforce API and ERP integrations

  • 04

    Data migration to or from Salesforce

  • 05

    Ongoing admin support

What each deliverable includes

Org review
Objects, fields, automations, permissions and reports reviewed and prioritised.
Customisation
Objects, page layouts and record types that fit your process.
Flows
Automation consolidated into Flows with documentation.
Reports and dashboards
Reports built on agreed definitions.
API and ERP integrations
Salesforce connected to finance, operations and other systems.
Data migration
Records, relationships and history moved to or from Salesforce.

The process

How an engagement runs

Scope and deliverables are agreed before any build starts.

  1. Step 01

    Discovery

    We review your goals, current setup and the tools involved.

  2. Step 02

    Plan

    Scope, deliverables and timeline agreed in writing before work starts.

  3. Step 03

    Build and test

    Customisation, flows and integrations are built in a sandbox first, checked against real scenarios.

  4. Step 04

    Handover

    Documentation and admin support so your team can keep Salesforce running.

Typical timeline and what you receive at each phase

  1. Phase 01

    Discovery call

    Your current process, systems, data sources and users reviewed.

  2. Phase 02

    Blueprint sign-off

    A written design of configuration, automations, integrations and data migration.

  3. Phase 03

    Build in sprints

    Configuration and automation delivered in agile sprints, each demonstrated and tested.

  4. Phase 04

    Go-live and handover

    Data import, role-based training, documentation and an agreed support option.

Durations depend on scope and are set in the written proposal. Build work runs in 2–4 week sprints.

Platforms & capabilities

Tech this service works with

  • Salesforce
  • REST
  • ERP
  • APIs
  • Integrations
  • Dashboards & reporting
  • Data migration

Typical integrations

  • ERP and accounting

    Orders, invoices and customers synced.

  • Marketing automation

    Lead and campaign data.

  • Support tools

    Cases and customer history.

  • E-signature

    Contracts from opportunities.

  • Data warehouse or BI

    Reporting outside Salesforce.

Questions about Salesforce Consulting & Integration

Still unsure? Email info@insyrge.com

What does a Salesforce consultant do?

Reviews and improves your org, configures objects, layouts and automation, builds reports, integrates Salesforce with other systems and supports data migration.

Should we move old workflow rules to Flow?

Salesforce has been moving customers from workflow rules and Process Builder to Flow. We plan the migration so behaviour is tested before old rules are switched off.

Can you integrate Salesforce with our ERP?

Yes. We build integrations through the Salesforce APIs with mapping, error handling and logging.

Can you migrate from Salesforce to another CRM?

Yes. We map objects and fields, keep relationships and activity history where the target system supports it, and reconcile after cutover.

Do you offer ongoing Salesforce admin support?

Yes, optionally, after the main project is handed over.

Do we own the work?

Yes. Configuration and code live in your org and are documented.

How do we start?

A free 45-minute call followed by a written scope.

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