Skip to content

work / salesforce-sync-platform · 2025-03

Salesforce Synchronization Platform

[salesforce][integration][automation][dotnet]

Abstract

Automated integration platform keeping payment systems and Salesforce CRM in sync — daily jobs, custom mappings, retries, and error recovery instead of manual entry.

§1Problem

Payment and donor data lived in the payment platform; the operations team lived in Salesforce. Keeping them consistent meant daily manual data entry — slow, error-prone, and unscalable.

§2Approach

Built an automated synchronization platform: scheduled daily jobs pull transaction and donor data, apply custom field mappings and data transformations, and push to Salesforce with retry handling and error recovery — data consistency managed end-to-end rather than record-by-record.

§3Impact

Eliminated manual CRM entry, improved Salesforce accuracy, and turned a recurring operations chore into an automated workflow.

Keywords: .NET, Salesforce API, SQL Server, scheduled background services

(private/work project — ask me for a walkthrough)

@misc{ammar2025salesforce,
  author = {Ammar, Md. Abu},
  title  = {Salesforce Synchronization Platform},
  year   = {2025},
  note   = {Engineering case study}
}