Connect Salesforce and Occtoo

Connecting Salesforce and Occtoo for a company could enable data to be exchanged between customer relationship management and digital experience management processes. This could support unified customer profiles, coordinated sales and marketing activities, and more consistent customer data across channels. Such a project would require analysis of data structures, integration methods, and security requirements.

You can build this integration on the System2System platform. We design the connection between Salesforce and Occtoo around the way you work — not as an off-the-shelf connector, but to fit your systems.

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Why connect Salesforce and Occtoo?

A company operating both Salesforce and Occtoo could benefit from enabling these systems to exchange data in order to reduce manual work and improve the accuracy of business information. Without a connection, employees may need to enter the same data into each system separately, increasing the risk of errors and consuming valuable time. Over time, records in each system could diverge, with updates made in one but not the other, leading to inconsistent customer or product information. This can result in decisions being made based on outdated or incomplete data, which can impact customer service, reporting, and overall business performance. Data that could be exchanged between these systems includes customer and account details, sales transactions, product information, and marketing or engagement data, provided both systems support these data types. The specific data that can be exchanged depends on what each system exposes through its API and is determined on a case-by-case basis.

How System2System builds an integration

Connectors

We connect to each system through the interface it offers — an API, a database, a file exchange or a webhook — and handle authentication, rate limits and retries.

Mapping

Fields rarely line up one to one. We map and transform the data so both systems receive it in the shape they expect.

Workflow

We define what triggers an exchange, in which direction data flows and which system takes precedence when the two disagree.

Monitoring

Every exchange is logged. Failures are flagged and can be replayed, so nothing disappears without anyone noticing.

What can actually be exchanged?

That depends on what Salesforce and Occtoo make available through their APIs, on the licences and modules in use, and on the version each system runs. Which records are synchronised, in which direction and how often, is something we determine together before any work starts.

We are happy to look at your specific situation and tell you what is feasible — including when the answer is that it is not.