Lead Platform Integration - REST Resource

Project Overview

The Salesforce-to-Lead Platform Integration is a custom-engineered, bi-directional data bridge that ensures real-time synchronization between Salesforce and our external lead management CRM. By utilizing RESTful API resources and custom Apex logic, this integration maintains Salesforce as the authoritative "Source of Truth," governing agent roster data, lead eligibility, and status updates across our entire technical ecosystem.

Tools: APEX REST, Sites, Custom Object, Custom Fields, Custom Page Layout, Custom Metadata, Tokenization, Custom APEX Triggers

Business Need

Our brokerage required a seamless data loop to prevent information silos between Salesforce and our specialized lead platform. Because lead distribution is dependent on frequently changing variables—such as agent eligibility, lead ownership changes, and general lead data update, manual updates were not a viable option. We needed an automated solution that could ingest incoming lead activity while simultaneously broadcasting roster changes to the lead platform as well as updates to lead data from Salesforce, ensuring that distribution decisions were always based on the most current data.

Solution

We architected a custom REST Integration Framework to handle complex data exchange. This involved developing an Inbound REST Resource to process incoming lead updates and an Outbound Integration Engine to push changes from Salesforce to the lead platform. By centralizing this logic within Salesforce, we ensured that any change to an agent's "People" record or a lead's record were instantly reflected across all third-party platforms, maintaining a unified and accurate data environment.

How It Works

The integration operates through a balance of real-time triggers and batch processing, governed by strict loop-prevention logic. When the lead platform sends data, Custom Apex Logic ingests the HTTP POST payload and updates the corresponding Salesforce records. To prevent "Infinity Loops," we implemented specific system source fields on the Lead and People objects. These fields act as a digital handshake; by tagging the "Last Updated By" system, the integration can identify whether a change originated externally or internally. This ensures that an inbound update from the lead platform doesn't accidentally trigger an outgoing sync back to that same platform. Furthermore, while real-time triggers and APEX classes handle immediate changes, I engineered an Apex Scheduled Job to run hourly, reconciling roster data and ensuring high-frequency updates to agent data and eligibility status remain perfectly aligned across both ecosystems.

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