Salesforce integration services
Salesforce is the most widely deployed enterprise CRM, covering Sales Cloud, Service Cloud and a large AppExchange ecosystem. Companies integrate it because opportunity, account and quote data in Salesforce must line up with orders, invoices and inventory held in ERP and accounting systems. AIONDATA builds Salesforce integrations using the REST API, Bulk API 2.0, Platform Events and Change Data Capture, delivered as a custom API sync, an iPaaS configuration, or an MCP server that lets AI agents read and update Salesforce records.
California-based leadership · Serving US and international teams
AI agent access
Salesforce and AI assistants (MCP)
Official MCP server: available. Salesforce Hosted MCP Servers are generally available (April 2026) for Enterprise Edition and above and intended for Flex Credits customers, with OAuth/PKCE and each user's permissions, field-level security and sharing rules enforced.
Besides syncing Salesforce with your other systems, we can give Claude, ChatGPT or Microsoft Copilot controlled access to it through an MCP server: read-only tools first, write actions with approval steps, and every call logged.
Status checked September 27, 2026.
Popular Salesforce integrations
Ready-to-scope pairs with Salesforce on one side.
- SAP B1 + SalesforceBusiness Partners / Accounts · Items and Price Lists · Stock Levels by Warehouse
- NetSuite + SalesforceAccounts / Customers · Items and Price Levels · Opportunities → Sales Orders
- Dynamics 365 BC + SalesforceCustomers / Accounts · Items and Sales Prices · Inventory by Location
- Odoo + SalesforcePartners / Accounts · Products and Pricelists · Stock On Hand
- Tally + SalesforceAccounts / Ledgers · Opportunities → Sales Orders / Vouchers · Stock Items and Rates
- QuickBooks + SalesforceAccounts / Customers · Opportunities → Invoices / Estimates · Products / Services and Prices
- Salesforce + WorkdayWorkers → Salesforce users · Terminations and contract ends → deactivation · Supervisory organizations and managers → role hierarchy
- Salesforce + ZendeskAccounts & contacts → Zendesk organisations & users · Tickets → Salesforce · Ticket comments
- Salesforce + SlackOpportunity events → Slack · Deal rooms · Approvals
- Salesforce + SnowflakeStandard & custom objects · Field history & stage history · Deleted records
- Salesforce + DatabricksObjects → Delta tables · History & activity · Change Data Capture stream
Salesforce integration FAQs
Which Salesforce APIs do you use for integration?
We use the REST API for record-level operations, Bulk API 2.0 for high-volume loads such as initial account and history migrations, and Platform Events or Change Data Capture for near-real-time outbound triggers. SOAP and Metadata APIs are used where a client already relies on them.
Can you integrate Salesforce with our ERP or accounting system?
Yes. CRM-to-ERP and CRM-to-accounting are the most common Salesforce integrations we build, syncing accounts, orders, invoices and payment status with SAP, NetSuite, Dynamics 365, Odoo, QuickBooks, Xero or Tally. We map fields, handle deduplication and design the conflict rules with your team.
Can AI agents work with our Salesforce data?
Yes. AIONDATA can expose Salesforce to AI agents via a custom MCP server, giving Claude, ChatGPT or an internal agent governed tools to query opportunities, create tasks and update records. Access is scoped by Salesforce permission sets so agents only see what the connected user can see.
Do we need an AppExchange package or a custom build?
It depends on the target system. When a mature connector exists we may configure it inside an iPaaS; when your processes or the other system are custom, we build a dedicated API sync. We recommend the option that has the lowest long-term maintenance for your team.
Need Salesforce connected to something?
Tell us the other system and what needs to flow between them. You'll get an honest scope and timeline.
Please share the systems and workflow—not credentials or customer records. We’ll confirm API access, scope and next steps.
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Part of NVIDIA’s program for startups building with AI and accelerated computing.
About the program
Bay Area roots. Enterprise experience.
Pravin’s experience includes Google and SmartBear. Sravan previously held leadership roles at JPMorgan Chase and First Republic Bank.
Meet the foundersSan Francisco Bay Area, California
9110 Alcosta Blvd Ste H345, San Ramon, CA 94583
US-led delivery, with engineering in India. Supporting US and international organizations.