Streamline Your Salesforce Data. Automatically.
Our Boardroom & Salesforce Integration helps businesses eliminate manual Salesforce data entry by automating the entire process. Using a custom developed admin panel or using SFTP, the integration ensures that everything is mapped, transformed, and sent to Salesforce with minimal effort and maximum accuracy.
This solution is ideal for organisations dealing with frequent data uploads such as investor communications, share registries, or compliance reports. It saves time, reduces human error, and ensures your CRM is always up to date.
🔁 Automated Salesforce Record Creation
Every time data is uploaded into the admin panel, whether manually or via scheduled SFTP drops, it is automatically processed and sent to Salesforce. The integration creates or updates records in real time, ensuring your team always has access to the latest information in Salesforce.
🧠 Smart Data Mapping and Transformation
Incoming data is mapped and transformed to fit your Salesforce structure. This includes matching field types, formatting values, and cleaning data where needed. No need to manually align CSV fields or adjust formats before upload.
🛠️ Admin Panel or SFTP Input
Data can be entered via the custom admin panel or delivered automatically via a secure SFTP connection. This gives your team flexibility depending on workflow preferences or technical requirements.
✅ Reliable, Scalable and Secure
Built for scale and security, this integration can handle large volumes of data and sensitive information. Error handling, logging, and optional approval workflows ensure everything runs smoothly and remains auditable.
This integration is a powerful solution for organisations that rely on both Boardroom and Salesforce. It connects your systems, reduces operational overhead, and supports compliance by ensuring that data is accurate, complete, and delivered on time.
Need to map custom fields or trigger Salesforce workflows?
We can customise the integration to match your Salesforce configuration and business logic.
