Automate Salesforce
Integration & Workflows
Automate Salesforce integration with NetSuite, SAP, QuickBooks, and other business systems. Solve quote-to-cash, sync customer data, and eliminate the manual work between your CRM and ERP. Custom integrations for complex Salesforce environments.
The Power of Integration
Real results from businesses that automated their Salesforce workflows
Eliminated manual data entry and report generation
Bi-directional sync keeps all systems current
Automated validation eliminates human error
Reduced manual processes and data cleanup
The Manual Integration Challenge
Common problems businesses face without automated Salesforce integration
Quote-to-Cash Chaos
Turning a Salesforce Opportunity into an Invoice in your ERP requires manual re-entry. Data mapping errors cause billing disputes.
ERP Integration Complexity
Connecting Salesforce to NetSuite, SAP, or other ERPs is notoriously difficult. Standard connectors fail with custom objects and complex pricing.
Data Enrichment Burden
Sales reps waste hours researching and typing contact details. They should be selling, not doing data entry.
Reporting Silos
Sales data in Salesforce, financial data in your ERP, marketing data in HubSpot—executives can't get a unified view.
Too Many Clicks
Salesforce is powerful but complex. Users hate the cluttered interface and endless required fields. Adoption suffers.
CPQ to Billing Gap
Salesforce CPQ generates beautiful quotes, but getting that data into your billing system is a manual nightmare.
What We Connect Salesforce With
Seamlessly integrate Salesforce with your existing business systems
NetSuite
Bi-directional sync of accounts, contacts, opportunities, and invoices between Salesforce and NetSuite.
QuickBooks
Sync customers, invoices, and payments between Salesforce and QuickBooks for SMB financial visibility.
HubSpot Marketing
Unify sales and marketing data with automated lead sync, scoring, and campaign attribution.
SAP
Enterprise integration connecting Salesforce to SAP S/4HANA or SAP ECC for order management and financials.
Data Warehouses
Sync Salesforce data to Snowflake, BigQuery, or Redshift for advanced analytics and BI.
Slack & Teams
Automated notifications, deal alerts, and approvals directly in your team communication tools.
Integration Capabilities
Everything we can automate with Salesforce integration
Quote-to-Cash Automation
Automatically create invoices in your ERP when Salesforce opportunities close. Handle complex pricing, discounts, and revenue recognition.
- Automated invoice creation
- Complex pricing rules support
- Revenue recognition handling
- Discount and approval workflows
Account & Contact Sync
Keep customer data synchronized across Salesforce and your other systems with intelligent duplicate detection.
- Bi-directional contact sync
- Duplicate prevention logic
- Custom field mapping
- Parent-child account handling
Data Enrichment
Automatically populate Salesforce records with company data, contact details, and social profiles from enrichment services.
- Auto-populate company data
- LinkedIn profile linking
- Technographic data sync
- Real-time enrichment triggers
ERP Integration
Deep integration with NetSuite, SAP, Oracle, and other ERPs for order management, inventory, and financials.
- Order creation and status sync
- Inventory visibility in Salesforce
- Invoice and payment status
- Custom object mapping
Reporting Automation
Automatically generate and distribute reports combining Salesforce data with other business systems.
- Cross-system dashboards
- Scheduled report distribution
- Executive summary automation
- Anomaly detection alerts
Workflow Automation
Trigger actions across systems based on Salesforce events—deal stage changes, task assignments, approvals.
- Cross-system triggers
- Approval routing
- Task automation
- SLA monitoring
Success Stories
Real businesses that automated their Salesforce integrations
B2B SaaS: Salesforce to NetSuite Quote-to-Cash
A fast-growing SaaS company was manually creating NetSuite invoices from Salesforce opportunities—a process that took 3 hours per day and caused billing errors. We built automated quote-to-cash integration with subscription billing support, usage tracking, and revenue recognition rules. Finance now closes the books 5 days faster each month.
15 hours/week eliminated
Zero billing errors
5-day faster month-end close
$45K annual savings
Manufacturing: Salesforce & ERP Order Integration
A manufacturer needed real-time inventory visibility in Salesforce and automatic order creation in their ERP. Sales reps were calling the warehouse to check stock before quoting. We integrated Salesforce with their legacy ERP, providing real-time inventory data and automatic order flow. Sales cycle shortened by 20%.
Real-time inventory in Salesforce
Automatic order creation
20% shorter sales cycle
10 hours/week saved
What our clients say
Chuck Baresich
President
Haggerty AgRobotics Company
Had the team prepare a system for us to automate the re-branding of our digital invoicing and statements. The system has been working flawlessly for over a year. Simple to administer and the team are easy to get in contact with make adjustments or update our requirements.
Marilee A Nowgesic
CEO
Canadian Indigenous Nurses Association
The team is friendly, reliable and extremely patient to ensuring our concerns are addressed and understood. They have enabled an open table to allow for their clients to receive timely (...really feels like 24/7 platforms...) and concise information on the latest trends in IT, data collection and many other relevant issues. DigitalStaff has also provided an environment that allows for multiple levels and skills of their clients - so you never have to feel like you're not contributing. Their ability to translate your project needs provides an impressive output/deliverable to suit the needs of our projects.
Kevin Potts
President
Norseman Construction
Oscar and his team are amazing, they are always there when we need them. The automation process has been truly amazing, and we have found alot more time and productivity in our day to day processes.
Kyle Watters
Owner
Elmira Stove Works
We have been using Digital Staff for almost 10 years now, they look after all of our network and computer IT needs. They are friendly and great people to work with, knowing they are only a phone call away is piece of mind in our business. I would highly recommend this company for all your IT needs and if you are looking to save time, money and improve efficiency.
Gerda Zonruiter
Senior Research and Evaluation Consultant
Centre for Organizational Effectiveness
Oscar has helped me problem solve and find solutions for specific tasks saving me a lot of time. He provided me with the instruction I needed to implement the solutions on my own. He was responsive and easy to work with.
Paul B Bélanger
Trademark Attorney
The Law Office of Paul B. Bélanger
I am familiar with the highly professional services of DigitalStaff. I resorted to the business services of DigitalStaff on numerous occasions, knowing they pay attention to provide high quality services at reasonable price. I recommend DigitalStaff in confidence knowing their specialized services will provide satisfaction to any client, small or large.
Jill Osborne
National Executive Director
Kids Kicking Cancer Canada
The DigitalStaff team helped create effective and affordable solutions for our small shop. They quickly gained an understanding of our needs and have helped us trouble-shoot along the way.
Michael Mandich
Customer
It was wonderful service. I found Oscar to be honest and thoughtful. He was always available to do even the smallest tasks. He tried to teach me many things on the computer and was patient even though I find it very difficult. I recommended him to friends and they had high praise for his abilities. It is easy to give him 5 stars ⭐️
Ali Tavakoli
AI, RPA, and Automation Developer
DigitalStaff
DigitalStaff is a great company for doing Robotic Process Automation, the owner is very friendly and can take care of any issues that come up very quickly. Highly recommend DigitalStaff for RPA workload or any other type of software development where you need to automate tasks.
Ilze Van der Merwe
National Expansion Manager
Kids Kicking Cancer Canada
Our Organization can highly recomend DigitalStaff. They have helped us automate many of our work processes which saves us time and makes us efficient. We are a small organization with few hands, and having DigitalStaff assist us in our IT and backend processes makes our work lighter which opens up our time to get to things that really matter, which is making a difference in Children's lives.
Dr. Joan Clayton
Psychologist
Dr. Reist & Associates
Excellent and prompt service, highly skilled, personable and always eager to help and resolve issues - ABSOLUTELY THE BEST
Joe Orendorff
Owner
Elmira Stove Works
Great Service!
Frequently Asked Questions
Everything you need to know about Salesforce integration
Can you integrate Salesforce with NetSuite for quote-to-cash?
Yes, this is one of our most common integrations. We connect Salesforce opportunities (including CPQ quotes) to NetSuite sales orders and invoices. We handle the complex data mapping—products, pricing tiers, discounts, custom fields—that standard connectors often miss. The result is automatic invoice creation when deals close, with proper revenue recognition.
How do you handle custom Salesforce objects and fields?
We build integrations that work with your Salesforce configuration, not against it. Custom objects, custom fields, record types, validation rules—we map them all. Our integrations use Salesforce's native APIs and respect your business logic, so you don't have to change how you've set up Salesforce.
What about Salesforce CPQ integration?
We specialize in CPQ integrations. Quote line items, product bundles, discount schedules, and approval workflows all sync to your ERP. We handle the complexity of multi-year contracts, usage-based pricing, and amendments that standard integrations can't manage.
Can you sync Salesforce data to a data warehouse for analytics?
Absolutely. We build pipelines that sync Salesforce objects to Snowflake, BigQuery, Redshift, or your data warehouse of choice. This includes historical data migration and ongoing incremental sync. Your BI team gets clean, queryable Salesforce data without API limits or performance concerns.
How do you prevent duplicate records when syncing?
Duplicate prevention is built into every integration. We use matching rules based on email, domain, company name, or custom identifiers to detect potential duplicates before creating records. When duplicates are found, we can merge, update, or flag for review based on your preferences.
What if we need to integrate Salesforce with a legacy system?
We integrate Salesforce with all kinds of systems, including legacy ERPs, on-premise databases, and industry-specific software. If your system has an API, database access, or even just file exports, we can build a bridge to Salesforce. We've connected Salesforce to AS/400 systems, Sage ERPs, and custom-built databases.
How long does a Salesforce integration project take?
Timeline depends on complexity. A straightforward Salesforce-to-QuickBooks sync might take 2-3 weeks. A full Salesforce-to-NetSuite quote-to-cash integration typically takes 6-8 weeks. Enterprise SAP integrations can take 8-12 weeks. We provide a detailed timeline after our discovery phase.
Do you support Salesforce automation beyond integration?
Yes! Beyond cross-system integration, we build Salesforce-native automation using Flow, Apex triggers, and Process Builder. This includes lead routing, opportunity stage automation, approval processes, and email automation. We can also build custom Lightning components to simplify the user experience.
Ready to Automate Salesforce Integration?
Get a free assessment showing exactly how we'll connect Salesforce to your business systems. We'll map your data flows, identify automation opportunities, and provide a custom integration plan.
✓ No credit card required • ✓ Free consultation • ✓ Custom integration roadmap