Skip to content

Salesforce Integration Options

AgentSync Manage is built on the Salesforce platform and allows for a variety of integration patterns. Outlined below are a few approaches to read and update AgentSync data within your Salesforce instance.

We’re happy to work with you to discuss in detail how best to support your use case and preferred approach.

REST API

Salesforce has a robust REST API with extensive documentation that can be found here. The standard endpoints allow for extraction of all AgentSync data objects and/or creation of Agent and Agency records. The integration with the REST API can be scripted in the preferred language of your organization. To get started, contact AgentSync support to configure a connected app and a service user in your Salesforce instance and ensure the correct access is granted.

Learn more about using the Salesforce REST APIs to integrate with AgentSync Manage.

Middleware

Many middleware providers provide out-of-the-box Salesforce connectors. If you are currently using a middleware system, there is a good chance it has this capability. Going the middleware route can be a faster route than scripting if you have already onboarded a provider. Middleware systems can also be a solid option if you don’t have a team in-house to build the integration from scratch as most providers have an intuitive point-and-click interface. A few common providers are listed below.

  • Mulesoft
  • Boomi
  • Informatica
  • Tray.io

Others

The ecosystem around Salesforce integrations is constantly evolving. For example Amazon recently released AppFlow, a fully managed integration service between SaaS providers such as Salesforce and AWS services. Depending on your backend systems, there may be a specific solution available to you outside of building the REST integration or one of the larger middleware providers.