Salesforce

Salesforce Integration and Maps

Connect Salesforce to the systems you already run, from ERP and finance to forms and maps, so data flows once and every team sees the same numbers.

AppExchange rating
5.0
AppExchange rating
Salesforce certifications
100+
Salesforce certifications
as a Salesforce Partner
10 Years
as a Salesforce Partner

Why Connect Salesforce with Brazen Group

An analyst studies a large wall map with glowing connected data points

Your systems, connected

ERP, finance, forms and mapping tools linked through APIs or Jitterbit.

Maps inside Salesforce

ArcGIS maps on Salesforce data, as we built for the NY-BEST energy storage consortium.

120+ legacy data migrations

History moved and validated before cut-over.

Built to be supported

Error handling, logging and integration users with only the access they need.

ERP and finance

Share customers, orders and invoices between Salesforce and your ERP or finance system.

See Odoo

Capabilities

  • Salesforce and Odoo, in either direction
  • Orders, invoices and payments in sync
  • Real-time or scheduled sync through APIs or Jitterbit
  • One agreed source for each piece of data

Controls

  • Errors logged and retried
  • Integration users with least access

Maps and location data

See your accounts, projects and assets on a map, without leaving Salesforce.

See the NY-BEST case study

Capabilities

  • ArcGIS maps on Salesforce records
  • Filters by region, type and status
  • Public maps built on your data
  • Location data kept in step with Salesforce

Controls

  • Only approved data shown on public maps
  • Tested with real records before launch

Forms, documents and onboarding

Take in applications and documents online and land them straight on the right Salesforce record.

See the Caribbean bank case study

Capabilities

  • Online forms connected to Salesforce
  • Document collection and e-signature
  • Onboarding workflows
  • Experience Cloud portals

Controls

  • Data validated as it arrives
  • Access limited to the people who need it

Data migration

Move data from an older CRM or spreadsheets into Salesforce without losing history.

See Salesforce implementation

Capabilities

  • Accounts, contacts, deals and cases
  • Deduplication and clean-up
  • Attachments and activity history
  • Reports reconciled against the old system

Controls

  • Migrated data validated before cut-over
  • Test loads in a sandbox first

What We Connect

One customer record, shared by your teams and the portals your customers use.

  • Odoo
  • ERP & finance
  • ArcGIS
  • Formstack
  • Jitterbit
  • REST APIs
  • Experience Cloud
  • Data migration

Connected with

Odoo

Salesforce for sales and service, Odoo as the ERP, connected both ways.

Claude

Once your data is connected, ask it questions in plain language.

Managed services

Have us monitor and fix integrations on a monthly plan.

Salesforce Projects We’ve Delivered

Real client work, with the results each case study reports.

Energy storage consortium · Salesforce + ArcGIS

Energy Storage Consortium: Global Ecosystem Map

  • $20,000-$30,000 annual savings
  • Scalable global visualization
  • Secure member portal
  • Real-time ecosystem updates
Read the case study

Retail and corporate banking · Digital onboarding

Major Caribbean Bank

  • 80% Faster Onboarding
  • Simplified Registration
  • Higher Staff Productivity
  • Lower Acquisition Cost
Read the case study

Solar project management · Salesforce

“Brazen Group initially built a system that solved our project management challenges. However, the deep trust and understanding they developed with our team led to a much longer partnership.”
Fayeann Lawrence, Founder & CEO, Sologistics

Clients we work with

  • Blue Light GinSalesforce
  • NYS Department of LaborSalesforce
  • New York State Office of Cannabis ManagementSalesforce
  • NYS Department of StateSalesforce
  • NYS Department of Environmental ConservationSalesforce
  • GTASalesforce
  • NY-BESTSalesforce
  • G&S SolarSalesforce
  • SologisticsSalesforce
  • TCBCSalesforce
  • Sunny Hill FinancialSalesforce
  • Generate CapitalSalesforce
  • CventSalesforce
  • CISSalesforce
  • AviveSalesforce
  • BCAASalesforce

See Salesforce Working for Your Team

Tell us which systems need to talk to Salesforce. We’ll show you how they would connect, and what it takes.

  • An integration plan built around your systems
  • An honest view of scope, phases and timeline
  • Answers from certified Salesforce consultants

Share your details and we'll get back to you about your Salesforce, AI, or ERP goals.

Salesforce Integration FAQ

Can you connect Salesforce to Odoo?

Yes. Many clients run Salesforce for sales and service and Odoo as their ERP; we connect the two so each team sees the other’s data.

How do you connect Salesforce to other systems?

Through Salesforce’s APIs or Jitterbit, in real time or on a schedule, with errors logged and retried.

Can we show maps in Salesforce?

Yes. For the NY-BEST energy storage consortium we built an ArcGIS-powered global map on Salesforce data.

Can you move our data from another CRM?

Yes. We migrate, deduplicate and validate your data before cut-over, and reconcile reports against the old system.

Ready to Connect Your Systems?

Book a Consultation