Unifying Multi-Org Operations with Salesforce-to-Salesforce Integration for a specialty finance company
Client Organization
The client is a leading specialty finance company serving the home improvement, HVAC, roofing, and solar sectors, operating a strategic multi-org Salesforce architecture. The Sales and Marketing org drives lead generation and customer engagement, while the Operations org manages dealer onboarding, credit decisioning, and portfolio management. While this setup enables specialized workflows, it also created challenges around data consistency, collaboration, and unified visibility, driving the need for a reliable, real-time integration framework to keep both environments continuously in sync.
Project Brief
The client engaged Sigma Infosolutions to unify its multi-org Salesforce environment through a real-time Salesforce-to-Salesforce integration, enabling seamless data synchronization while ensuring accuracy, preventing duplicates, and providing full visibility across sales and operations. Sigma implemented a scalable, event-driven architecture using Salesforce Change Data Capture (CDC), Platform Events, and metadata-driven configuration, allowing both orgs to operate independently while staying continuously aligned. The solution delivered sub-second lead synchronization, eliminated duplicate records, and reduced manual data transfer by 85%, significantly improving efficiency and data consistency while establishing a resilient foundation for future cross-org collaboration and growth.