Salesforce Integration: How Do You Work with Existing Flows, Apex, and APIs?
We don’t rip and replace your org. We respect what’s already working, harden what’s fragile, and connect Salesforce Flows, Apex, and APIs into a revenue marketing architecture that your admins can own and your developers trust.
We integrate with your existing Salesforce stack by starting with your current data model, Flows, Apex, and integration patterns, then layering in a governed architecture for revenue marketing. That means: mapping objects and fields (Lead, Contact, Account, Opportunity, Campaign, custom objects), classifying what’s core vs. legacy vs. risky, and designing patterns where Flows orchestrate processes, Apex handles complex logic and bulk operations, and APIs connect Salesforce to MAP, web, product, and finance systems. We build in sandboxes first, use DevOps-friendly deployment, and leave behind documentation and enablement so your team can extend the design without us.
What Does Integration with Your Salesforce Stack Look Like?
The Salesforce Integration Playbook for Revenue Marketing
Use this sequence to connect campaigns, channels, and lifecycle programs to Salesforce—without breaking what your admins and developers have already built.
Discover → Design → Connect → Orchestrate → Measure → Govern
- Discover your current stack: Inventory orgs and sandboxes, integrations, packages, Flows, Apex, and automation “hot spots” (slow pages, failed jobs, governor issues).
- Design the data model & object strategy: Clarify how Leads, Contacts, Accounts, Opportunities, Campaigns, and custom objects represent the customer lifecycle—and where marketing needs new fields or objects.
- Connect via APIs and middleware: Choose patterns (direct API, iPaaS, MuleSoft, native connectors) for MAP, web, product, and finance; document payloads, identities, and error handling.
- Orchestrate with Flows & Apex: Build standard routes (MQL→SAL→SQL→Closed Won), enrichment, SLAs, and alerts in Flows; reserve Apex for complex calculations, bulk jobs, and cross-object logic.
- Measure what matters in Salesforce: Align Campaigns, attribution models, and opportunity fields so marketing can report on pipeline, velocity, and revenue natively in Salesforce and BI tools.
- Govern & optimize changes: Establish a design authority, naming & documentation standards, and release calendars so new Flows and integrations stay scalable and supportable.
Salesforce Integration Capability Maturity Matrix
| Capability | From (Ad Hoc) | To (Operationalized) | Owner | Primary KPI |
|---|---|---|---|---|
| Data Model & Governance | Crowded objects, inconsistent fields, duplicate rules | Documented object model, field taxonomy, and lifecycle stages tied to plays | Salesforce Admin/Architect | Data Quality Score, Duplicate Rate |
| Automation Orchestration | Overlapping Flows, legacy workflow rules, brittle triggers | Consolidated Flow architecture with clear entry/exit criteria and escalation logic | Admin/RevOps | Error Rate, Time-to-Route, SLA Adherence |
| API & Integration Strategy | Point-to-point integrations, manual fixes, unknown limits | Standardized APIs, middleware patterns, and monitoring with alerting | Integration Team/IT | Integration Uptime, API Limit Utilization |
| Release Management & DevOps | Changes in production, inconsistent sandboxes | Version-controlled deployments, CI/CD, regression testing, and release calendar | Salesforce CoE/IT | Change Failure Rate, Deployment Frequency |
| Reporting & Attribution | Basic activity reports, spreadsheet stitching | Campaign and pipeline reporting with multi-touch models surfaced in Salesforce and BI | Analytics/RevOps | Pipeline Sourced, Win Rate, ROMI |
| Documentation & Enablement | Tribal knowledge, no runbooks | Design docs, admin guides, and runbooks for key Flows, Apex, and integrations | RevOps/Enablement | Time-to-Onboard Admin, Incident Resolution Time |
Client Snapshot: From Siloed Automation to Orchestrated Salesforce Stack
A growth-focused B2B company had overlapping Flows, unmanaged Apex, and disconnected MAP integrations. After rationalizing automation, standardizing Campaign attribution, and implementing governed integration patterns, they unlocked accurate pipeline reporting and faster, safer releases. Explore related results: Comcast Business · Broadridge
We map your customer journeys to The Loop™ and connect them to Salesforce with RM6™ so campaigns, sales, and customer success run on a single, governed architecture.
Frequently Asked Questions about Integrating with Salesforce
Orchestrate Revenue Marketing on Your Existing Salesforce Stack
We’ll align your data model, Flows, Apex, and APIs to a clear revenue architecture—so marketing, sales, and customer success can scale without creating Salesforce chaos.
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