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Join date: Feb 28, 2025
Posts (4)
Jan 13, 2026 ∙ 3 min
Salesforce + ERP Integration: Common Mistakes & Best Practices
For modern enterprise organizations, Salesforce and ERP systems are the twin engines of the business. Yet they often operate in silos: Salesforce drives customer engagement, pipeline, and forecasting, while the ERP manages the “hard reality” of finance, inventory, and fulfillment. When these systems are disconnected, the friction is felt everywhere — manual data entry, order-to-cash delays, and an incomplete view of the customer. In 2026, integration is no longer just about moving data. It’s...
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Aug 25, 2025 ∙ 4 min
Data Cloud for Banking & Wealth Management
Executive Summary A leading financial institution struggled with fragmented customer data across core banking, credit cards, mortgages,...
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Mar 17, 2025 ∙ 4 min
Transforming Retail Banking with Salesforce Financial Services Cloud Introduction
The retail banking industry is undergoing a rapid transformation, driven by evolving customer expectations, regulatory changes, and...
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Kewal Velani
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Salesforce Architect
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