Technical Case Studies

Salesforce Integration Case Studies

Real-world architectural challenges, technical breakdowns, and verified production outcomes.

These anonymized technical briefs document real engineering engagements delivered by Oaklogix for UK and European teams facing complex data pipelines, governor limit crashes, and scaling bottlenecks.

Case Study 01 • ERP & Billing Integration

NetSuite & Salesforce Bi-Directional Order & Invoicing Pipeline

Related Service: API Integration Sprint →

Problem

A European B2B SaaS provider suffered severe discrepancies between Salesforce Opportunities and NetSuite ERP sales orders. Operations spent 15+ hours monthly reconciling recurring subscriptions, while finance struggled with delayed revenue recognition.

Existing Systems

Salesforce Sales Cloud, NetSuite ERP (SuiteTalk REST web services), Stripe Billing, and an internal AWS API Gateway middleware layer.

Technical Challenge

NetSuite concurrent request governance limits caused frequent HTTP 429 connection timeouts. The existing point-to-point webhook scripts lacked idempotency keys, generating duplicate customer and invoice records whenever network retries fired.

Solution

Oaklogix engineered a decoupled event-driven integration pipeline. Implemented Salesforce Platform Events emitting on Opportunity stage change, ingested by a TypeScript/Node.js worker on AWS Lambda with Redis-based transaction deduplication and an Amazon SQS Dead-Letter Queue with exponential backoff.

Technologies Deployed:

Salesforce Sales Cloud Apex Callouts Platform Events NetSuite REST API TypeScript / Node.js AWS Lambda Amazon SQS (DLQ) Redis Idempotency
Verified Outcome:

Achieved sub-second bi-directional order sync between Salesforce and NetSuite; eliminated duplicate invoice creation incidents completely; delivered a complete Postman test collection and operational runbook for the client's internal team.

Case Study 02 • Performance & Limits Remediation

Apex Governor Limit 101 Elimination & Flow Optimization

Related Service: Salesforce Health Audit →

Problem

A UK logistics and fleet dispatch operation processing over 30,000 shipment events daily began experiencing intermittent System.LimitException: Too many SOQL queries: 101 crashes during order intake hours, intermittently failing record saves and disrupting customer dispatch.

Existing Systems

Salesforce Service Cloud, custom legacy Apex triggers written by multiple contractors, four record-triggered Flows on the same object, and an external tracking Postgres database.

Technical Challenge

Competing triggers on the Shipment__c and Account objects triggered recursion loops. SOQL queries inside helper loops executed sequentially rather than in bulk, consuming over 90 of the 100 synchronous SOQL limit before declarative Flows even executed.

Solution

Oaklogix conducted a 48-hour diagnostic audit. Refactored the fragmented trigger layer into a single trigger per object architecture using an enterprise handler framework with static recursion guards, bulkified collections, and converted after-save Flow assignments into efficient before-save operations.

Technologies Deployed:

Salesforce Service Cloud Apex Handler Framework SOQL Optimization Recursion Controls Salesforce Flow Tuning Custom Metadata Types
Verified Outcome:

Reduced SOQL consumption from 94 to fewer than 15 queries per transaction; completely eliminated trigger-induced 101 runtime crashes; lowered average record save latency from 3.8s to 420ms.

Case Study 03 • Architectural Retainer

Healthcare EHR Integration & Fractional Salesforce Architecture

Related Service: Fractional Salesforce Architect →

Problem

A European digital health clinic scaling clinical consultations across the UK and Germany required integration between Salesforce Health Cloud and third-party Electronic Health Record (EHR) systems without the budget to hire a full-time £130k+ enterprise architect.

Existing Systems

Salesforce Health Cloud, proprietary FHIR-compliant clinical API, MuleSoft Anypoint Platform, and Auth0 identity management.

Technical Challenge

Strict GDPR and health data residency regulations required end-to-end payload encryption and field-level masking. The client's in-house software engineers were skilled in Python and React but lacked deep Salesforce governor limit and metadata deployment knowledge.

Solution

Oaklogix stepped in as Fractional Salesforce Architect on a monthly retainer. Conducted weekly PR code reviews, designed DataWeave transformations in MuleSoft, authored OAuth 2.0 PKCE authentication services, and supervised sandbox-to-production CI/CD release cycles.

Technologies Deployed:

Salesforce Health Cloud MuleSoft Anypoint DataWeave 2.0 FHIR API Standards OAuth 2.0 PKCE Architectural Oversight
Verified Outcome:

Delivered fully compliant clinical appointment and patient synchronization architecture; successfully passed third-party security audits; provided senior technical leadership with zero long-term payroll commitment.

Ready to Solve Your Integration Challenges?

Let's diagnose your Salesforce architecture.

Direct senior engineering by Waleed Rafique, Salesforce Certified Developer with MuleSoft integration experience.

Explore API Sprints → 48-Hour Health Audit → About Oaklogix →