Connect Salesforce and SoloPlan

Connecting Salesforce and SoloPlan for a company could enable the transfer of customer and project data between the two systems. This could support more accurate project planning by using up-to-date sales information and may help reduce manual data entry, allowing teams to coordinate activities and maintain consistent records across both platforms.

You can build this integration on the System2System platform. We design the connection between Salesforce and SoloPlan 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 SoloPlan?

A company that runs both Salesforce and SoloPlan could benefit significantly from enabling these systems to exchange data. Without such a connection, staff might have to enter the same information into both platforms, which increases the risk of errors and consumes valuable time. Over time, records could diverge, leading to inconsistent customer information, sales figures, or project statuses. This could result in decisions being made based on outdated or incomplete data, negatively impacting customer service, forecasting, and operational efficiency. If a connection were established, it could allow for the transfer of data such as customer details, sales opportunities, project updates, and task assignments, depending on the features each system supports and exposes. For example, updates made in Salesforce could be reflected in SoloPlan, and vice versa, reducing the need for manual reconciliation. The specific types of data that can be exchanged would depend on the capabilities and data models of Salesforce and SoloPlan, as well as what each system exposes through its API. Ultimately, what data can actually be exchanged is determined on a case-by-case basis, depending on the access and endpoints provided by each system.

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 SoloPlan 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.