How we turned Salesforce into the center of gravity for ops and automation

Context

This client needed Salesforce to do more than just manage leads and deals. They wanted it to be the operational hub — seamlessly connected to everything from e-commerce and payments to contracts, reporting, and communications.

We partnered with their internal stakeholders to make it happen — designing and deploying an end-to-end architecture that integrated Shopify, Stripe, DocuSign, BigQuery, and Slack into Salesforce, while also building automation to streamline day-to-day processes.

Shopify Integration

Sales reps were manually creating Salesforce Opportunities from Shopify orders — a process prone to delays and errors.

We built an automated pipeline using Shopify webhooks and REST APIs that synced customer data, product variants, discounts, shipping info, and refunds — even handling complex nested structures and edge cases. Each order was traceable, deduplicated by ID, and fully mapped to the right objects.

Impact:
E-commerce activity now flows directly into Salesforce. Reps have full visibility and account managers move faster with real-time data.

Stripe Integration

The goal was simple: track payments and financial events inside Salesforce.

We set up a webhook-based integration to capture payments and refunds as they happened. Our custom logic mapped transactions to Opportunities and Accounts while preventing duplicates and ensuring data integrity.

Impact:
Finance and sales teams now track revenue in one place — no more jumping between dashboards.

DocuSign Integration

Contracts were being managed manually — leading to missed signatures, delayed stages, and version control issues.

We automated contract generation and delivery through DocuSign, triggered by Opportunity stage changes. Envelope status updates flowed back into Salesforce in real time, with signed documents automatically attached to the relevant records.

Impact:
Contracts go out on time. Nothing gets lost. Teams know exactly where each deal stands.

Slack Notifications

To improve team responsiveness, we built a Slack integration that alerts stakeholders based on deal status, contract updates, or custom triggers. Each message included direct record links and relevant context.

Impact:
Better coordination. Fewer delays. Sales and ops teams now move together.

Branded Email Workflows

We also implemented branded email templates in Salesforce for customer-facing updates — like contract changes or payment confirmations — triggered automatically by key events.

Impact:
Clear, consistent communication at scale — without manual intervention.

BigQuery Ingestion

BigQuery was the company’s analytics backbone, but Salesforce needed to stay in sync.

We built a scheduled Apex job to query BigQuery daily, ingesting external data into custom Salesforce objects. The integration was secure, efficient, and deduplicated — ensuring consistency between platforms.

Impact:
No more manual data fixes. Salesforce stays current and accurate — with BQ as the source of truth.

Rule-Based Field Automation

Business logic around GL codes, revenue share, and field population was scattered and inconsistent.

We implemented flexible, rule-driven logic using Apex and custom metadata. The system supported complex conditions, default fallbacks, and bulk processing — without hitting governor limits or requiring hardcoded rules.

Impact:
Accurate data. Better financial reporting. A scalable approach ready for future changes.