Salesforce Architecture & Systems Integration

Your systems should talk to each other. We make sure they do — correctly.

Holistiq Nexus designs and delivers Salesforce Field Service, Sales, and Service Cloud implementations that hold up once they’re connected to everything else — ERPs, external platforms, event pipelines, and the systems your business already runs on.

Founder-ledNo handoff to junior staff
Fixed-scopeSOW before a line of config
Field-testedBuilt on real delivery, not theory

Built for teams past the “just configure it” stage

Holistiq Nexus is for organizations where Salesforce is no longer a standalone tool — it needs to move data, trigger actions, and stay in sync with everything else the business runs on.

// 01

Operations & Field Service leaders

Running dispatch, work orders, and technicians through Salesforce, and hitting the limits of out-of-the-box Field Service Lightning as the operation scales.

// 02

IT & Ops directors managing multiple systems

Salesforce needs to talk to an ERP, an asset platform, or an external partner API — reliably, in near real time, without duct-taped middleware.

// 03

Salesforce partners & ISVs

Smaller implementation partners who need a senior architect for the integration-heavy piece of a client engagement, without hiring full-time.

Four ways to bring us in

Every engagement starts scoped and ends documented. No open-ended hours, no black-box configuration.

ARCH / 01

Salesforce solution architecture

End-to-end design across Sales Cloud and Service Cloud — object models, automation strategy, sharing architecture, and the decisions that determine whether the org still makes sense in three years.

  • Sales Cloud
  • Service Cloud
  • Data model design
  • Governance & sharing
FSL / 02

Field Service Lightning implementation

Dispatch console, scheduling optimization, work order lifecycles, mobile technician flows, and asset tracking — built around how your field teams actually operate, not the demo org.

  • Dispatch & scheduling
  • Work order automation
  • Mobile flows
  • Asset management
SYNC / 03

Systems integration architecture

Event-driven and API-based sync between Salesforce and the rest of your stack — ERPs, external management platforms, and partner systems — designed for reliability under real production load, not just the happy path.

  • Azure Event Hub
  • GraphQL
  • REST & middleware
  • Bulk & real-time sync
ADV / 04

Fractional architecture advisory

A standing monthly retainer for teams that need a senior architect on call — reviewing designs before they’re built, unblocking integration decisions, and keeping delivery teams honest on technical debt.

  • Design reviews
  • Technical due diligence
  • Delivery unblocking

Four stages, in order, every time

The sequence doesn’t change. What changes is how much time each stage takes, depending on scope.

N1

Discover

We map what exists today — objects, integrations, pain points — before proposing anything. No solution gets designed against assumptions.

N2

Architect

A written design: data model, integration pattern, sequencing, and trade-offs — reviewed and signed off before any build begins.

N3

Integrate

Build and connect — Salesforce configuration, custom logic, and the integration layer to external systems, tested against real data volumes.

N4

Scale

Handover documentation, monitoring, and — if you want it — an ongoing advisory retainer so the architecture stays sound as you grow.

How we’re different to work with

Most of this comes down to one thing: you’re working directly with the person who designs the solution, not a name on a slide.

No bench, no bait-and-switch

The architect you talk to in scoping is the one doing the design work. There’s no junior team swapped in after the sale.

Scope in writing, before work starts

Every engagement has a signed SOW — what’s included, what’s billed separately, and what “done” looks like.

Documentation you can hand to anyone

Architecture decisions, data flows, and design rationale are written down — not living only in one person’s head.

Built for what happens after go-live

Designs account for scale and failure modes up front, so integrations don’t quietly break six months in.

Tell us what your systems need to do.

A short call is enough to know whether this is a fit — no obligation, no generic sales deck.