Custom software that works with Salesforce
Salesforce can do almost anything, but getting reps or customers to use it from a phone is another matter. A focused app that does one job well and writes back to Salesforce often gets better data than another layout change.
Discuss your projectJobs a Salesforce connection can take off your plate
- Reps log a visit, notes and next step from their phone in under a minute
- A pricing calculator creates the opportunity with line items already filled in
- Customers check the status of their case or order without a Salesforce licence
- A weekly dashboard combines Salesforce pipeline with figures from other systems
These are examples of what's possible. Your project starts with how your business works, not this list.
How it connects
Salesforce exposes REST APIs for standard and custom objects, with a connected app controlling what the integration can see and do. Changes can be pushed out to your app through platform events or change data capture.
Good to know
- API access depends on your edition. Professional Edition may need an add-on, so this is confirmed first.
- Where Salesforce already has an admin, the integration works to their field and permission setup rather than around it.
Often connected alongside
Quotes become invoices, and paid invoices move the job along on their own.
Microsoft 365Work-account sign-in, Outlook calendars, Teams alerts and SharePoint files, from one app.
StripeDeposits, card payments and recurring billing built into your own booking or portal.
Product names and logos belong to their owners. Aereum is an independent developer and isn't a partner of, or endorsed by, any of these companies.