Salesforce integration and development
Are your teams working around the CRM, re-entering data or spending too much time on follow-ups? We configure, extend and connect Salesforce around your sales, service and operational processes.
A 30-minute first conversation · In English or French
Start with how you work
A new implementation, an existing environment or an integration project: we start with the tasks to improve and your organization’s constraints.
Fields, screens or stages don’t match the actual work. Users keep their own files to get things done.
What we can put in place
Objects, journeys and automations that fit: opportunities, service requests, tasks and approvals, with the access and views people need.
Customer information, orders or statuses need to be re-entered between Salesforce, billing and operational systems.
What we can put in place
Exchanges designed around your data and rules: APIs, connectors, synchronization and error monitoring, based on each system’s capabilities.
Standard configuration no longer covers a business screen, a specific rule or a journey used by your teams or customers.
What we can put in place
Lightning Web Components and Apex code where the need warrants them, with tests and documentation to support maintenance.
Duplicates, imports and accumulated automations complicate reporting and make changes harder to predict.
What we can put in place
A review of the data model, access and automations, followed by targeted fixes or a staged migration with validation checks.
Founder experience
Before Automathing, Orléando Dassi contributed to projects for BRP and VIA Rail as a CGI employee. The examples below describe his previous professional experience, not engagements delivered by Automathing.
Orléando Dassi · BTech · MBA ’27 · Six Sigma Green Belt
Orléando Dassi · CGI employee · 2024–2025
Connect Salesforce, ERP and third-party systems
Solutions architecture and integrations connecting Salesforce, ERP, internal systems and business partners.
Explore his contributionsOrléando Dassi · CGI employee · 2022–2023
Connect reservations with customer service
Contributions to the Everest project and the integration of Salesforce with the booking system for cases, contacts and payments.
Explore his contributionsWhat we deliver
We define business rules, access, tests and responsibilities so configuration and code can evolve together.
We clarify usage, data and priorities with business and technical owners. Standard capabilities are considered before choosing custom development.
Configuration, automations and integrations are tested in an appropriate environment. Validation scenarios and the rollout plan are defined before production.
Documentation, demonstrations and responsibilities are planned with your administrators and users. Support and improvement arrangements are specified.
We choose components based on your Salesforce edition, licences, architecture and team capabilities.
Organize sales, service and customer spaces using suitable platform capabilities.
Build interfaces and business rules that require development.
Connect Salesforce with ERPs and third-party applications, with defined access and data exchanges.
Test, version and deploy changes with traceability suited to the project.
Options depend on your licences, access and environment limits. AI or complementary tools can be assessed when they address a specific need.
How we work
We work with your business teams, administrators and partners. Each step links to our delivery framework.
Review usage, configuration, data, integrations and the difficulties people encounter.
Choose useful improvements and define success criteria, dependencies and scope.
Configure journeys, build the necessary components and prepare connections to other tools.
Test business scenarios, access and exchanges with representative users.
Prepare data, plan the rollout and support teams as they adopt the changes.
Review adoption, incidents and feedback to prioritize fixes and improvements.
Yes. We start by understanding the configuration, automations, code and integrations in place. We then propose targeted improvements and a validation plan. A complete rebuild is not the default starting point.
Yes. We can complement your team on scoping, architecture, development or integration. Responsibilities, access and delivery arrangements are agreed together to support continuity.
We first review available configuration and automation capabilities. The choice depends on rule complexity, volumes, integrations and maintenance. Custom code is selected when the need warrants it.
We check APIs, connectors, licences and available data on both sides. We then define exchange direction, frequency, authoritative sources and error handling before building.
We define the data to migrate, checks and test scenarios. Trials in an appropriate environment let us verify results before cutover. Planning, responsibilities and recovery options are agreed with you.
They depend on scope, the state of the environment, integrations and required validation. After diagnosis, we propose an estimate and delivery stages. Salesforce licences, third-party services and support are separated from implementation work.
Extend exchanges beyond the CRM to your other applications and partners.
Explore integrationMove tasks, approvals and follow-ups forward across multiple tools.
Explore automationCreate a dedicated application or portal connected to your Salesforce environment.
Explore custom developmentStart with how you work
Tell us about the teams involved, the tools to connect and the work to simplify. We’ll help you define a useful first improvement.
A 30-minute first conversation · In English or French
Based in Sherbrooke, we support your teams in English and French.
