Salesforce Integration

Salesforce is the engine. Your Umbraco site is the fuel line. Scandia brings the two together with fast, flexible, and secure Salesforce integrations that sync contacts, power automations, and drive measurable ROI. From lead capture to lifecycle automation, we make Salesforce talk to your CMS — so your team can move faster.

Real-Time Lead Syncing

Capture leads on your website and push them directly into Salesforce with full control over form mapping, field validation, and tracking data. No copy-paste. No data loss.

Custom Object and Field Mapping

We integrate standard and custom objects based on your Salesforce architecture. Whether you're tracking B2B opportunities, financial applications, or customer service tickets, we ensure the data flows where it needs to.

Workflow-Ready Integrations

Trigger Pardot journeys, auto-assign sales reps, or kick off case creation with custom logic. Our integrations are wired into Salesforce’s automation rules to keep your pipeline running smoothly.

Secure and Scalable OAuth Connections

We use secure OAuth credentials, encrypted tokens, and retry logic to keep your integration stable as your volume grows.

About SalesForce

Automated Leads. Smarter Pipelines. Better Data.

Salesforce is the world’s leading customer relationship management (CRM) platform, trusted by companies of all sizes to manage sales, service, marketing, and customer data in a single, centralized system. Known for its powerful automation, flexible APIs, and extensive ecosystem, Salesforce helps organizations build deeper relationships with customers while scaling their operations.

For Umbraco-based websites, Salesforce serves as the central source of truth for leads, contacts, and opportunities. Scandia helps connect your website to Salesforce with custom integrations that are secure, automated, and designed to make your CRM more actionable.

Key Salesforce Features

  • Lead and Opportunity Management – Capture, qualify, and route leads with custom scoring, workflows, and reporting
  • Custom Objects and Fields – Model any data structure using Salesforce’s schema builder and tailor workflows to your business
  • Marketing Cloud and Pardot – Automate campaigns, track user behavior, and segment audiences for personalized marketing
  • Process Automation – Use Flow, Process Builder, and Apex to automate sales, service, and back-office tasks
  • Reports and Dashboards – Visualize data in real time with customizable dashboards and detailed reporting
  • AppExchange Ecosystem – Extend Salesforce with prebuilt apps for document signing, SMS, integrations, and more
  • API and Webhook Support – Easily integrate Salesforce with external systems using REST, SOAP, and real-time webhook triggers
  • Enterprise Security and Compliance – Includes role-based permissions, field-level encryption, audit logs, and OAuth-based authentication
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Ready to Close the Loop?

Let your sales team focus on deals, not data entry. Scandia builds Salesforce integrations that turn your website into a lead generation machine and your CRM into a decision-making hub.

Work with Scandia
Case 1/2

Data-Driven Sales. Unified Across the Stack.

CData needed a smarter way to align their website activity with their Salesforce CRM. With a highly technical sales cycle and dozens of product touchpoints across their global platform, CData was struggling to capture meaningful lead signals and pass them cleanly into their pipeline. Scandia engineered a custom integration that linked CData’s Umbraco CMS with Salesforce, automating lead capture, scoring, and segmentation from the very first click.

The integration mapped CData’s multi-step form activity to Salesforce’s custom objects, allowing for clean data enrichment, channel attribution, and lifecycle reporting. We also implemented webhook-based logic to sync behavioral signals—such as downloads, trial signups, and product interest—directly to Salesforce records in real time. This gave both marketing and sales the unified visibility they needed to follow up fast and personalize every touchpoint.

With this system in place, CData was able to reduce manual CRM data entry, improve lead quality, and accelerate time-to-close for their high-value deals. The integration became a foundational part of their sales ops infrastructure, empowering teams to act on web-driven insights without ever leaving the Salesforce environment.

Read the case study
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FAQs

Got questions? Check these out...

If you are still looking for answers, don't hesitate to reach out to us and strike up a conversation. We love chatting with people! 

Yes. We configure secure POSTs or API calls to Salesforce to push data from Umbraco-based forms in real time, including custom fields and source tracking.

Absolutely. We can route leads through Pardot or Marketing Cloud journeys based on rules you define, including source, score, or behavior.

Yes. We work with both standard and custom objects and tailor field mappings to match your business rules and validation logic.