Boomi Salesforce Connector

Synchronize your Salesforce CRM and business apps in real time.

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Have trouble linking Salesforce with your systems?

Architect a seamless integration layer using the Boomi Salesforce Connector and an API-first approach.

Is getting a complete view of customers hard?

Harmonize Salesforce Sales Cloud and enterprise systems to create a unified, 360° customer perspective.

Do you spend too much time on sales quotes?

Reimagine quote-to-cash velocity with Boomi and Salesforce CPQ, compressing preparation cycles from days to hours.

Is your Salesforce data scattered and unmanageable?

Connect Salesforce to ERP, accounting, marketing, e-commerce, support and HR systems to streamline data and boost efficiency.

Maximize Salesforce insights with the Boomi Salesforce Connector.

Fragmented systems, manual workflows, and unreliable data erode the return on Salesforce investments. LevelShift’s Boomi Salesforce Connector bridges these gaps using Boomi’s low-code capabilities to automate processes and ensure data accuracy. By streamlining data flows, the connector maximizes Salesforce value across the enterprise, enabling a unified 360-degree customer view and driving smarter decisions.

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Our Boomi Salesforce Integration Services

Integration Consulting

We provide tailored integration strategies with faster implementation timelines, ensuring seamless system connectivity and optimized business processes.

ERP Integration

Our team connects Salesforce Connector with SAP, Oracle ERP Cloud, Microsoft Dynamics 365, and NetSuite to synchronize inventory, orders, billing, and financial data.

Marketing Automation Integration

We enable integration with platforms such as Marketo, HubSpot, and Mailchimp to align campaigns with Salesforce data, enhancing lead generation and management.

E-commerce Platform Integration

We facilitate connections between Shopify, Magento, and Salesforce for real-time sales, customer profiles, and order synchronization.

Pre-built and Custom Connectors

We implement ready-to-use or customized connectors, reducing integration costs, accelerating deployment, and supporting scalable, future-ready solutions.

Error Handling and Monitoring

Our team provides 24/7 monitoring with proactive issue resolution, delivering reliable operations and 99.9% uptime.

Boomi Salesforce Integration Approach

Boomi Salesforce Integration Approach

LevelShift’s Salesforce Agents Across Salesforce Lifecycle

Explore high-impact use cases powered by LevelShift Salesforce Agents that drive intelligent automation, unified customer intelligence, and measurable operational gains.

Lead Lifecycle Management

Salesforce Agents Involved:

  • Contact Agent: Automates lead and contact retrieval and management, allowing data integration across sales, marketing, and support.
  • Opportunity Summarization AI Agent: Uses Salesforce Opportunity data from converted leads to generate predictive deal insights and concise executive summaries.

Increase lead conversion by 30% and reduce response time to under 5 minutes.

Customer 360

Salesforce Agents Involved:

  • Customer 360 + Lifetime Value Analytics Agent: Analyzes Salesforce data to predict account lifetime value, identify at-risk customers, and drive growth.
  • Customer Churn Agent: Retains customers by spotting early signs of churn, assessing risk, and recommending offers for retention.
  • Case Summary AI Agent: Generates concise case summaries to enhance the Salesforce Customer 360 view.

Drive 25% higher ROI through personalized engagement.

Order Management

Salesforce Agents Involved:

  • Opportunity Summarization AI Agent: Uses opportunity data to provide predictive insights and executive summaries that support order decisions.
  • Account Management Agent: Use Agent Studio to automate account and order-related tasks with AI intent and real-time integration.

Cut order processing errors by 60% and boost revenue recognition by 20%.

Inventory Management

Salesforce Agents Involved:

  • Account Management Agent: Applies Agent Studio to automate inventory updates and stock-related actions using AI intent and real-time integration.
  • Case Summary AI Agent: Generates concise summaries of inventory-related cases to speed issue resolution.

Improve inventory accuracy by 95% and accelerate order fulfillment.

Boomi Salesforce Integration Across Industries

Manufacturing

  • Automate order-to-cash by syncing orders, invoices, and inventory with Salesforce and ERP.
  • Enhance supply chain visibility by integrating Salesforce with SCM, MES, and logistics.

Financial Services

  • Sync Salesforce with banking and trading systems for a 360° view of customers.
  • Automate onboarding and KYC checks by orchestrating credit workflows in Salesforce.

Technology

  • Connect Salesforce with HR systems to streamline employee onboarding processes.
  • Manage subscriptions and renewals by integrating Salesforce with billing platforms.

Retail

  • Automate order management by syncing Salesforce with POS, ERP, and inventory.
  • Enable real-time promotions and pricing updates across channels via Salesforce.

Connecting Salesforce with Other Platforms

Automate workflows and synchronize data by connecting Salesforce with critical enterprise platforms. From HR and marketing to finance and operations, these integrations drive faster, more accurate, and highly efficient business processes.

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Workday

Simplify onboarding, offboarding, and employee management by integrating Salesforce and Workday, delivering smoother HR workflows and improved employee experiences.

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HubSpot

Integrate and automate sales and marketing data by connecting Salesforce with HubSpot, synchronizing lead activity, campaigns, and outreach for unified engagement.

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NetSuite

Accelerate and automate quote-to-cash and field operations by syncing NetSuite and Salesforce data, ensuring real-time visibility and faster revenue cycles.

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FTP Server

Reduce manual data entry by creating Salesforce contacts automatically from flat files sent via FTP, improving accuracy and efficiency.

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QuickBooks

Automate invoicing, streamline expense approvals, and enhance financial forecasting for better cash flow management.

Scalable Connector Solutions for Every Integration Need

From simple integrations to complex enterprise architectures, we deliver scalable connector solutions for Salesforce, Workday, SAP, NetSuite, Snowflake, and ServiceNow. Our experts manage the full connector lifecycle, from initial selection to ongoing management ensuring optimized integrations across industries.

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Pre-Built Solutions

Jumpstart Accelerator

Jumpstart Accelerator

Our Jumpstart framework accelerates Boomi implementation with reusable templates, best-practice configurations, and rapid deployment components to help businesses onboard faster and reduce setup time.

AI-Based Boomi Migration Solution

AI-Based Boomi Migration Solution

Our AI-based migration solution streamlines transition to Boomi, automates mapping, handles legacy platform differences, and minimizes downtime—ensuring a fast and low-risk migration with improved operational continuity.

AI-Based Log & Exception Solution

AI-Based Log & Exception Solution

Our custom log and exception handler framework swiftly identifies exceptions, categorizes business and technical errors, and ensures faster error resolution for smoother operations.

AI Enabled Automated Customer Service System

AI Enabled Automated Customer Service System

Our intelligent support framework automates query handling, classifies incoming requests, and reduces manual effort to maintain consistent and timely support.

Discover how our Boomi360 solution transforms your integration landscape

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Why LevelShift for Boomi Salesforce Integration

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Proven integration expertise

With deep experience in Boomi and Salesforce, LevelShift designs scalable integrations that connect systems and eliminate data silos.

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Pre-built accelerators

Accelerate your integration journey with pre-built connectors, enabling faster deployment and reduced development time.

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Tailored for business outcomes

Every integration is customized to your business goals — from automating workflows to improving data visibility and driving measurable ROI.

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End-to-end support

From strategy and implementation to monitoring and optimization, LevelShift ensures your Salesforce and Boomi integrations deliver continuous value.

Our Perspectives

FAQs

Yes, Boomi offers pre-built Salesforce connectors to make integration easier with standard and custom objects. LevelShift experts ensure the right connectors are configured for a smooth, efficient integration.
Yes, Boomi can integrate Salesforce with applications beyond CRM. Our experts can help connect Salesforce with ERPs like NetSuite and Oracle, e-commerce platforms, and other systems, automating core processes and providing unified, accurate data across your business.
Boomi Salesforce Connector processes data in batches to reduce API call limits and improve performance for data-heavy tasks like mass updates, inserts, and deletions. Leveraging the Salesforce Bulk API 2.0, this iPaaS enables fast data transfers and optimized system performance. If you are struggling with large data volumes in Salesforce, you can contact our Boomi expert.
With event-driven architecture, Boomi can subscribe to and process Salesforce Platform Events for real-time updates. LevelShift experts implement these integrations to automate workflows, trigger business processes, and ensure consistent data across all systems.
Boomi uses the Salesforce Connector to integrate Salesforce with other applications, enabling efficient data transfer, retrieval, and management via Salesforce APIs. Our experts configure and optimize these connections to ensure smooth, reliable integrations tailored to your business needs.

Optimize your Salesforce integration with LevelShift

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