Event Details
October 14th - 16th,
2025
Moscone Center,
San Francisco
Salesforce is a powerful platform, but only when it’s integrated properly into your business operations. That’s why working with a Salesforce integration consultant isn’t just helpful—it’s essential. These experts bridge the gap between your technology and your business goals, ensuring the system doesn’t just function, but performs in a way that supports your growth, workflows, and teams.
But before you dive into the integration process, it’s important to know what to focus on. The right consultant will bring their technical expertise, but you also need to come prepared with a clear roadmap of what matters most to your company.
Let’s first define what a Salesforce integration consultant really does—then break down the five most important topics to discuss with them from the start.
A Salesforce integration consultant is a specialist who helps businesses connect Salesforce with the other tools, platforms, and data sources they rely on. These consultants combine deep knowledge of Salesforce with an understanding of APIs, middleware, automation, and business logic.
Their job is to make Salesforce work harmoniously with tools like ERP systems, marketing platforms (like HubSpot or Marketo), payment gateways, and custom applications. But it doesn’t stop at the tech. Great consultants also bring strategy to the table—helping businesses design smart processes, avoid costly data silos, and get the most value from every integration.
At BKONECT, our team specializes in helping organizations navigate these integrations with clarity and confidence, making sure the technology doesn’t just support your business—it elevates it.
Before diving into APIs and automation, you need to get clear on what you're trying to achieve. Are you trying to improve lead tracking? Automate workflows between sales and service teams? Eliminate manual data entry between platforms?
A good Salesforce integration consultant will ask you to define success in business terms—not just technical specs. Set KPIs upfront. Make sure everyone understands what outcomes the integration is meant to deliver, such as faster response times, increased pipeline visibility, or improved reporting accuracy.
If your data is messy, no integration will fix that. In fact, it can make things worse. One of the most overlooked-yet-critical topics to tackle with your consultant is data quality.
Talk about how data from external platforms will map to Salesforce. What fields match? What needs to be transformed or standardized? Also, what data should be left behind?
At BKONECT, we always advise clients to clean their data before integrating systems. Garbage in equals garbage out. Don’t just integrate—elevate your data strategy.
There’s more than one way to connect systems with Salesforce. From middleware platforms like MuleSoft and Zapier to native connectors and custom-built APIs, each approach comes with pros and cons.
This is where your Salesforce integration consultant earns their keep. Discuss which tools fit your needs, budget, and internal capabilities. Some tools are best for rapid deployment; others offer deeper customization. Your consultant should help you evaluate long-term scalability and maintenance, not just quick wins.
Integration isn’t just about systems—it’s about people. If your end users don’t understand or adopt the new processes, the entire integration can fall flat.
Make sure to talk with your consultant about how the integration will impact your team’s daily workflows. Will it reduce their workload? Will they need new training? A strong consultant should provide a change management plan, training sessions, or even in-app guidance to ensure adoption is smooth and sustainable.
Integration is never a “set it and forget it” deal. Systems evolve. APIs update. Business processes shift.
Before wrapping your project, talk with your consultant about post-launch support. Will they offer documentation? Regular check-ins? Emergency support for system failures?
At BKONECT, we build long-term relationships with our clients by staying available after the project ends. We know that as your business grows, your systems need to evolve with it.
Hiring a Salesforce integration consultant is one of the smartest moves a growing business can make. But it’s not just about the tools and the code—it’s about aligning your business, your data, and your people around a better way of working.
By tackling these five critical topics with your consultant from the start, you’ll avoid headaches, save time, and create a system that truly works for you.
Ready to integrate smarter? BKONECT is here to guide you through every step of your Salesforce journey—from strategy to execution and beyond.
