Salesforce and Oracle NetSuite
Customer and finance workflows, approvals, reporting, APIs, and custom SuiteScript RESTlets where records need to cross system boundaries.
Integration built for the handoffs that fail in real operations.
When one process crosses a CRM, ERP, vendor platform, data store, and custom API, the hard part is not making one request succeed. It is deciding which system owns each fact and what should happen when records arrive late, twice, out of order, or not at all.
We map the end-to-end process, define system-of-record boundaries and contracts, then build observable integration with duplicate-safe processing, bounded retries, reconciliation, replay, and recovery paths.
01Customer records
The CRM owns the customer identity in this example. Shared identifiers let other systems refer to it without silently becoming a competing source.
02Identity and access
The identity directory establishes who may act. Business permissions still need enforcement at the receiving system.
03Vendor events
External events enter through a versioned contract. The vendor may own its own facts; those boundaries must be mapped explicitly.
04Integration contracts
Validate, correlate, and record the handoff. The integration layer does not silently take ownership of every business record.
05Finance records
The ERP owns the resulting financial record in this example. Confirmation and reconciliation refer back to that owner.
Control or relationshipRecord owner
Read the steps for a complete explanation.
Define the handoff before the connector.
Contracts, durable progress, and recovery belong in the same design. Select a step to see the decision behind it.
01A versioned intake contract
Validate required fields, identity, permissions, and payload versions. Invalid work is rejected or routed for correction with enough context to explain why.
02Duplicate handling and ordering
Reserve a stable operation identity in durable storage. Coordinate concurrent work and downstream deduplication; a key by itself cannot prevent duplicate effects.
03Durable progress
Persist the work and its state so a restart or deployment does not lose the handoff. Bound retry timing and attempts to the dependency and business need.
04Write to the record owner
Apply the change under the agreed contract and record confirmation. An unknown response is not proof the write failed.
05Reconciliation and controlled replay
Compare source and destination facts. Replay missed or corrected work only after checking prior effects, ordering, and downstream replay constraints.
06A named human recovery path
When retries end or a write is uncertain, retain the evidence for an operator. Confirm the destination state before retrying, compensating, or closing the exception.
Control or relationshipData / reconciliationRecord ownerConfirmed stateException or decision
Read the steps for a complete explanation.
Relevant platform and workflow experience
Technology names matter only in the context of the records, approvals, and operating responsibilities they support.
SAP Fieldglass and timesheets
Vendor and workforce handoffs, including compliant timesheet workflow requirements, approvals, exports, reporting, billing, and downstream ERP work.
Azure Logic Apps and APIs
Workflow automation across Azure Logic Apps, GraphQL, REST, SOAP, vendor APIs, queues, message buses, and scheduled jobs.
Cloud and hybrid boundaries
Integration across Azure, AWS, Google Cloud, self-hosted, and hybrid environments, with portability considered when it improves operating fit.
What the engagement leaves behind
- A system map that identifies owners, contracts, identifiers, trust boundaries, and failure points.
- Implemented integration flows with validation, duplicate handling, retry limits, and durable progress where the workflow requires them.
- Reconciliation rules and operator views for finding missing, delayed, conflicting, or partially processed records.
- Tested replay, backfill, and recovery procedures for the failure modes that matter to the business.
- Architecture decisions, deployment notes, runbooks, and ownership guidance the receiving team can use after handoff.
When this is the right fit
This work fits when an important process depends on several platforms and people are checking, re-entering, or repairing the handoffs by hand. For data architecture and reporting flows, see Data Platforms. If the process needs a focused user interface, see Web Applications. Our Approach explains how the work moves from system map to release and handoff.