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Salesforce CRM Sync & Data Abstraction

Bidirectional integration between the ERI platform and Salesforce CRM. Reads opportunity and account data from Salesforce as signal inputs; writes signal-adjusted scores and recommended actions back to Salesforce opportunity records.

Data Flows

Inbound (Salesforce → ERI)

Data Use
Opportunity stage + history Deal velocity signal
Contact activity (calls, emails) Engagement signal
Account hierarchy Ecosystem relationship mapping
Forecast category Baseline CRM score
Custom fields (partner, channel) Partner signal inputs

Outbound (ERI → Salesforce)

Data Target Field
Signal-adjusted score Custom opportunity field
Top signals (summary) Notes / activity record
Recommended next action Task / activity creation
Risk flag Opportunity flag field

Architecture

The "data abstraction" layer means ERI is not tightly coupled to Salesforce's schema. A mapping layer translates between Salesforce field names and ERI's canonical signal schema — so the same ERI core works with other CRMs (HubSpot, Microsoft Dynamics) with a different adapter.

Current State (2026-04-23)

  • Epic: Salesforce Production (Monday.com: 11618585528) — In Process
  • Epic: Salesforce CRM Sync & Data Abstraction (11507545478) — In Process
  • Data abstraction layer spec in progress
  • Canonical Field Registry ADR in pre-work (target delivery 2026-04-24)