Salesforce and Finance Cloud Integration

Financial businesses have relied on Salesforce for over a decade to boost productivity and handle customer data. Advisors may now spend even less time on administrative work and more time helping clients achieve their life objectives thanks to Financial Services Cloud powered by Lightning.

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Our Integration Services Include:

That isn’t a new concept. However, how you manage and maintain these relationships in the modern company is quite different. To develop connections with present and future customers, generate sales, and deliver the correct product at the right time, it’s preferable if you have something like business acumen — you’ll also need the right CRM software. Salesforce financial services cloud is a key CRM solution that provides standards and customer loyalty, as well as real-time access to critical data, transparency into individual customer experiences, and actionable insights at any time.

1. Developing Salesforce integrations with specific partner tools.
2. Finance Cloud Services system data conversion to the Salesforce model
3. Returning Salesforce data to a Financial Cloud
4. Using Salesforce Financial Cloud Integrations to streamline your workflows

Benefits of Salesforce and Finance Cloud integration

Eliminate Manual Data Entry

Your finance team would no longer have to manually transfer data from sales to finance, which is time-consuming and faulty. Both departments will be able to share information in a smooth manner

Facilitates Collaboration

Combining the finance and sales departments requires integrating their respective IT platforms. When both teams are connected by technology and have access to crucial data, there is a lot of room for collaboration

Track Customer Journey

Your company will be able to see the entire customer journey from start to finish. An integrated Sage Intacct and Salesforce system, for example, allows you to track prospects as they go from prospect to client without interruption

Give Deep Insights

Your finance staff will have a consolidated view of both sales and financial performance. Companies may begin to grasp the good and bad of financial performance holistically—and arguably properly for the first time ever—once they have visibility across departments

Access Real-Time Data

Finance and sales will communicate data through a pipeline, ensuring that everyone has access to the most full, current, and accurate data possible. For example, Sage Intacct and Salesforce connections ensure that all users have access to the most up-to-date information on product inventory and pricing lists. From within Salesforce, sales teams can verify prices in real-time and view the timing and financial effect of revenues, renewals, upgrades, and more
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Integrate Salesforce with any Transportation Management System


Fiserv, Inc. is a multinational payments and financial services technology company. Account processing and digital banking solutions, card issuer processing and network services, payments, e-commerce, merchant acquiring and processing, and the Clover cloud-based point-of-sale solution are all services provided by the company.

With a Fiserv Salesforce integration, you can send key account processing data from Fiserv to Salesforce, including deposits, loans, accounts, and more.

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Sage Pastel Partner Advantage is more than just accounting software for small businesses. It is a comprehensive small company accounting software solution that assists small and medium-sized businesses in managing and gaining control of their operations.

Sage ERP EDI connectivity allows you to use real-time paperless communications to support all of your company activities. This capacity allows you to maintain a more direct and efficient information flow between your departments as well as your business partners.

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Finastra Limited is a provider of financial software. Retail banking, transaction banking, lending, and treasury capital markets are all served by the company’s products and solutions. Finastra was regarded as the world’s third-largest financial services firm.

Finastra’s integration with Salesforce allows relationship managers to spot the greatest prospects faster, improve customer interactions, decrease errors, and maximise revenue. It’s built to enable effective end-to-end workflows that boost your company’s transparency and operational efficiency.

Why Choose Us?

Our team of Certified Salesforce Consultants includes Software Engineers, Technical Architects, Business Analysts, Project Managers, Quality Assurance Engineers, and Certified Developers. that ensures our clients are utilizing the complete potential of Salesforce by providing them tailored-made solutions. Rolustech has been working with Salesforce and similar technologies for many years. Many of our consultants have worked in the transportation and logistics sector and understand what it’s like to be in your position.

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