⚡ Salesforce Automation with Power Automate #

Transform CRM workflows with API-driven automation. #

Manual processes between Salesforce and other systems create bottlenecks and data silos.

With IT Partner's Salesforce + Power Automate Integration, your team can:

• Automate lead-to-cash workflows across departments
• Sync customer data between Salesforce and Microsoft 365 apps
• Build custom approval chains with Azure AD security

🔗 What This Integration Does #

We connect Salesforce with Power Automate to:

• Trigger flows using Salesforce Platform Events (real-time) or scheduled polling
• Push/pull data between Salesforce and SharePoint, Teams, or Dynamics 365
• Handle API limits with intelligent batching (max 15K API calls/day in Enterprise Edition)
• Automate complex processes like contract approvals, SLA alerts, and field updates

💡 Why It Matters #

Without automation:

• Sales reps spend just ~28% of their time selling—with administrative CRM updates being a major drain. (Salesforce Research)
• Gartner highlights that approval bottlenecks can delay deal cycles—but specific day ranges vary by company. (Gartner)
• Gartner estimates that poor data quality can cost mid-size organizations up to ~$15M annually. (Gartner)

With integration:

• ✅ Real-time sync via Platform Events (<5 sec latency)
• ✅ Governed workflows with Azure AD permissions
• ✅ Self-healing processes with error handling

🚀 Key Benefits #

• Connect to 200+ apps while respecting Salesforce API limits
• Automate lead routing, approvals, and notifications
• Ensure data integrity with field-level validation
• GDPR/CCPA-ready workflows using Microsoft Purview

⚙️ How It Works #

1. Audit API usage to map objects, limits, and events
2. Build flows using:
   • Salesforce REST API (for CRUD operations)
   • Platform Events (for real-time triggers)
   • Azure AD for secure authentication
3. Monitor:
   • API consumption vs. org limits
   • Flow error rates
   • Data validation failures

Common workflows:

• Teams message → Opportunity update
• SharePoint contract → Salesforce File upload
• Approval chains with e-signature collection

⚙️ Requirements:

• Salesforce Enterprise+ for API access
• Power Automate Premium for custom connectors
• Bulk operations (>50K records) require Salesforce Bulk API
• Platform Events require "Streaming API" permission
• Flow runs expire after 30 days (archiving recommended)

⚠️ Constraints:

• Governor limits: 15K API calls/day (Enterprise)
• Real-time sync: Requires Platform Events setup
• Data volume: Batch large datasets to avoid timeouts

ℹ️ License Requirements:

• Salesforce: Enterprise+ with API Enabled
• Power Automate: Premium for custom connectors
• Microsoft 365: E3/E5 for full Purview integration

🎯 Who's This For? #

• Sales Ops automating lead/quote processes
• Customer Success syncing support cases
• Finance automating billing workflows

🏆 Why Choose IT Partner #

• Salesforce Certified architects
• Microsoft Power Platform experts
• Pre-built templates for common scenarios

💬 What's Next? #

Let’s automate your CRM workflows:

• ➡️ +1-855-700-0365
• ➡️ sales@o365hq.com
• ➡️ Request a Call