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Integration Solution for Accounting Firm

About This Project

The client focuses on developing cloud-based software which is used for accounting in small and medium scale business.

Executive Summary

Client utilizes Salesforce app for data integration which is a 2-way sync between it’s online accounting system and salesforce. Client wants to build it’s own application to sync it’s company’s data with salesforce.

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Challenges

  • They were relying on a third party app for their business and it was very costly.
  • They were worried about the security of data as they were using a third party app.
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How Your Organization Helped​

  • We helped the client to build a private authentication method for xero integration with Salesforce.
  • We developed the solution which helped client to access data from the standard objects of Salesforce.
  • We created custom objects to store information required for invoicing.
  • We utilized salesforce validation functionality to ensure that data entered is correct.
  • We utilized custom settings to store private and public details of the app.

Results

With the help of Blue Flame Labs, the client was able to build it’s own application to sync it’s company’s data with salesforce. The client was able to save extra costs and was able to secure it’s data efficiently.

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