Certified Salesforce
Development Company

We match the pattern to the workload. Real time uses REST or SOAP with Named Credentials and OAuth 2.0 or JWT. High volume syncs move to Platform Events or Change Data Capture, which keeps systems loosely coupled. Nightly jobs run through ETL with Bulk API upserts and error queues. Additionally, we add idempotency keys and correlation IDs so retries are safe and traceable. Secrets sit in Named Credentials, not code. Therefore, you get stable, observable integrations that survive traffic spikes.

We treat migration as its own track. First, we profile data and map fields and lookups. Then we standardize formats, remove duplicates with matching rules, and document transformations. We test loads in a full sandbox using Bulk API 2.0 and external IDs. After that, we reconcile record counts and owners to confirm parity. Cutover follows a timed plan with a freeze window and a clear rollback. Finally, we validate reports and dashboards before opening the system to users.

Performance is engineered, not added later. Queries stay selective and index friendly, and we check the Query Plan to avoid table scans. Apex is bulkified and heavy work shifts to Queueable or Batchable jobs. Moreover, we cache reference data and tune sharing for least privilege reads. Large objects archive on a schedule or move to Big Objects or external storage. As a result, list views, reports, and APIs remain responsive as users and data grow.

We layer controls across users, data, and runtime. Access starts with profiles and permission sets, supported by MFA, login policies, and field level security. Sandboxes mask PII, and debug logs avoid sensitive fields. With Shield, we enable Platform Encryption, Event Monitoring, and Transaction Security Policies. Additionally, we keep secrets in Named Credentials, rotate them, and log access reviews on a schedule. The outcome is narrow, auditable access that aligns with compliance goals.

Source lives in Git using SFDX format or packages. Every pull request runs static analysis and unit tests before merge. We target high coverage on changed code and require peer reviews for Apex, LWCs, and flows. Deployments move through scratch or full sandboxes via GitHub Actions, GitLab CI, or Azure DevOps. Furthermore, we tag releases, publish notes, and keep a backout plan for fast recovery. Therefore, releases ship often without drama.

We start with the catalog. Products, bundles, pricing, and discounts live in rules rather than one off code. Approvals stay clear and quick. Then Orders and Billing connect for accurate invoices and revenue schedules. Multi currency and Advanced Currency Management are configured when needed, with scheduled rate updates. In practice, this cuts approval time, lowers errors, and gives finance cleaner data for audits and forecasts.

We design the console around the job—Omni-Channel routes cases with SLAs, bots and classification handle triage, and macros/flows/knowledge speed agents—reducing first reply time, increasing self-service, and improving CSAT.