About the Client
The client, a technology solutions provider, wanted to strengthen its operational ecosystem by integrating its in-house ERP platform with Salesforce Professional Edition.
The goal was to achieve seamless data synchronization between the two systems and improve visibility across departments, enabling real-time decision-making and more efficient business operations.
Challenge
Before integration, the client’s ERP and Salesforce systems operated independently - resulting in disconnected workflows and inconsistent data.
They faced several challenges:
- Data Synchronization Complexity: Difficulty aligning ERP data with Salesforce objects due to dependencies, validation rules, and relational mapping.
- Manual Data Handling Risks: Reliance on manual uploads led to frequent data entry errors and inconsistencies.
- Integration Logic Complexity: Complex business rules required multi-layered data transformation before syncing with Salesforce.
- Lack of Real-Time Updates: Departments often worked with outdated information, delaying responses and strategic decisions.
- Error Monitoring Gaps: No built-in mechanism for tracking integration failures or maintaining logs for troubleshooting.
These limitations created friction across departments, making it difficult to maintain a single source of truth for operations.
Solution
RT Dynamic’s integration team designed a custom ERP–Salesforce bridge to automate data flow and ensure reliability.
Key Components:
- Middle Server Setup: Developed a PHP-based middle server to handle API communications securely and efficiently.
- JONAL API Integration: Connected with the client’s ERP system using its exposed JONAL API to retrieve and process business data.
- Custom Data Mapping: Built dynamic mapping logic to transform ERP data into Salesforce-compatible formats while respecting object hierarchies and validation rules.
- Integration Logic Layer: Implemented conditional data processing to handle complex business scenarios and dependencies.
- Error Handling & Monitoring: Added robust logging mechanisms to capture integration errors, ensuring transparency and quick troubleshooting.
The integration ensured real-time synchronization between ERP and Salesforce while maintaining full data integrity and traceability.
Impact
- 85% improvement in data accuracy - automation replaced manual entry, eliminating inconsistencies.
- 70% enhancement in workflow efficiency - real-time sync enabled smooth inter-departmental collaboration.
- Scalable architecture - modular PHP bridge design supports future integrations and system extensions.
- Higher visibility & decision-making speed - teams gained instant access to unified, up-to-date information.
Results
With the successful ERP–Salesforce integration, the client achieved:
- Unified data flow across departments and systems
- Elimination of operational bottlenecks caused by data silos
- Faster business processes and reduced human dependency
- A scalable foundation for automation and future digital transformation initiatives
The bridge now serves as a central integration layer, empowering the client’s teams to work from a single, accurate data source - ultimately driving smarter operations and sustainable growth.
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