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Salesforce Integration · For IT & Architecture Teams

Salesforce that doesn't talk to your ERP is half a CRM.

OpenTeQ connects Salesforce to your finance, ERP, and marketing systems — one data flow, fewer manual handoffs, faster decisions.

SOC 2–aligned handlingField-level securityAPI-led & event-driven
Connected SystemsSYNC: LIVE
SFDCERPFinanceSupportMarketing
Real-time sync · fewer manual handoffs · faster decisions

IT & operations teams run their Salesforce integrations on OpenTeQ

NORTHFIELD LOGISTICSARBOR HEALTH SYSTEMSVELLUM FINANCIALMANUFACTURING COMPANYBRIGHTLANE RETAIL
The Problem

A CRM that only sees half the picture

Most Salesforce orgs didn't start disconnected — they drifted there. A CSV export here, a manual reconciliation there, and eventually IT inherits an integration debt nobody designed on purpose.

Manual data entry

Reps re-key order and invoice data between Salesforce and the ERP — and the two records drift apart within days.

Stale numbers, two versions of truth

Finance and sales close the quarter working from different snapshots of the same account, and nobody's sure which one is current.

Support & marketing blind spots

Support has no order history at the point of contact. Marketing keeps emailing accounts that churned two systems ago.

How we connect it

An integration built like infrastructure, not a workaround

We treat this as a system to be architected and owned by IT — not a one-off script that breaks at the next release.

PHASE 01

Assess

Map every system, field, and data owner already touching Salesforce — including the hidden CSV jobs and shadow spreadsheets.

PHASE 02

Architect

Design an integration layer — API-led, event-driven, or your existing iPaaS — sized to your real data volume and latency needs, not a generic template.

PHASE 03

Build & sync

Stand up real-time and batch syncs with validation, deduplication, and field-level mapping baked in before data ever reaches Salesforce.

PHASE 04

Monitor

Hand over a sync health dashboard with retry logic and alerting, so IT owns visibility from day one — not a black box you have to trust.

Systems we connect

Salesforce, meshed with the systems you already run

We don't ask you to standardize on a new platform first. Integration is built against the stack you have today.

ERP

SAPOracle NetSuiteMicrosoft DynamicsInfor

Finance

NetSuiteWorkdaySage IntacctQuickBooks

Marketing

MarketoHubSpotPardotKlaviyo

Support

ZendeskServiceNowFreshdeskIntercom
Built for IT, not just sales ops

The details that make an integration trustworthy

Real-time or batch, your call

Sync latency tuned per object — seconds for open orders, nightly for historical reporting.

API-led & event-driven

REST, SOAP, and platform events — middleware-agnostic, and it works alongside the iPaaS you already run.

Field-level security

Permissions and encryption are respected end-to-end, never flattened at the integration layer.

Deduplication & governance

Matching rules and validation run before data ever lands in Salesforce, not after it's already messy.

Sync health dashboard

Every job, retry, and failure in one place — with alerting to your team's Slack or PagerDuty.

Built to scale

Architecture load-tested for peak volume — quarter-end, seasonal spikes, or a merger's worth of new data.

73%
fewer manual data-entry hours per week
<5 min
average sync latency, order to ERP
99.9%
integration uptime across active syncs
Architecture

One integration layer, every direction of data

No point-to-point spaghetti. A single layer sits between Salesforce and everything else, so any system can be added or swapped without touching the others.

SalesforceSFDCOpenTeQIntegrationLayerERPFinanceMarketingSupportOrders · real-timeInvoices · nightly batchLeads · event-drivenCases · real-time
Active data flow↔ Bi-directional sync on every connectionLayer is middleware-agnostic — works with or without an existing iPaaS
We stopped reconciling spreadsheets between Salesforce and NetSuite the week this went live. My team finally trusts the numbers in both systems.
CM
IT Director
Manufacturing Company
Talk to an architect

Ready to see your systems on one architecture diagram?

Book 30 minutes with a Salesforce integration architect. Bring your current stack — leave with a data-flow map, not a sales pitch.

No sales pitch. Just architecture.

Got Any Thoughts ? Get In Touch

Schedule a Meeting

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