Salesforce integration and data migration that keeps records trustworthy

We agree which system owns each record, then connect them through Salesforce's REST APIs, platform events or middleware such as n8n. Integrations use retries, idempotent updates and logging, with alerts on failure. We build and test in a sandbox with realistic data before switching anything on in production.

Yes. WordPress forms and Shopify customers or orders can create and update Salesforce leads, contacts and orders through the API. We add duplicate checks and campaign source fields, so marketing attribution works and the sales team receives clean, assigned records instead of raw form emails.

Usually yes, where the ERP offers an API, export or database access. We sync accounts, orders, invoices and payment status in the direction that suits each field, so account managers see financial context inside Salesforce while finance keeps its own system as the record.

We profile the source data, agree a field mapping, cleanse and de-duplicate, then run test loads into a sandbox and reconcile counts and totals. Business users review samples before the final load. We also migrate notes, activities and attachments where they matter to users.

It depends on data volume, quality and the number of objects. Small, clean datasets can move in a couple of weeks, while years of messy history take longer because cleansing and review dominate the work. We estimate after profiling your data, since quality drives the schedule more than volume.

Not if the process is controlled. We keep the source data untouched, document which fields map where and which are intentionally dropped, and reconcile record counts and key totals after each load. Anything that cannot be mapped is archived and listed, so nothing disappears without a decision.

We clean duplicates before loading, set matching and duplicate rules in Salesforce and add checks at each entry point, such as web forms and imports. Ownership and required fields are defined as well, so new duplicates are caught at creation instead of accumulating again.

Yes. Using the WhatsApp Business API, we can create or update leads and cases from incoming messages and attach the conversation to the record, with routing to the right owner. Opt-in and message templates follow WhatsApp's rules, and we respect data protection requirements.

Well-built integrations queue and retry, and write failures to a log or error queue that raises an alert. Because updates are idempotent, retries do not create duplicates. Someone is told quickly, and the missed records are replayed, so data stays complete after an outage.

Yes, though it needs careful planning. We compare data models, decide a target structure, de-duplicate customers across orgs, and migrate in stages with reconciliation. Automation and permissions are aligned too, so teams from each org can work in the merged org without losing access or history.