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Seamless Xvantage Integration and
Data Automation with Salesforce

Overview

A leading Canada-based infrastructure company required a robust integration between their Salesforce CRM and the external Xvantage platform to automate order syncing, manage error handling, and streamline internal sales workflows. Perigeon delivered a highly customized solution that seamlessly connected systems, enabled resilient data operations, and empowered business users with real-time insights and control.

Project Objective

  • Establish secure and automated data sync between Salesforce and Xvantage
    •  
  • Handle high-volume API responses reliably
    •  
  • Create an error-resilient integration with retry mechanisms
    •  
  • Provide full admin control via a no-code interface
    •  
  • Enable real-time alerts for business teams

Challenges

Manual order syncing was error-prone and time-consuming

Lack of visibility into sync failures or partial updates

No system for scheduled data refresh or automated retries
No way for non-technical users to configure integration settings
Missed updates impacted sales reporting and client follow-ups

Perigeon's Solution

Perigeon engineered a complete integration architecture between Salesforce and Xvantage, combining custom Apex, scheduled jobs, retry logic, and a fully configurable Lightning Web Component (LWC) admin panel.

Key Features Delivered

Sync

Integrated Salesforce with Xvantage to auto-sync orders, line items, and log failed API calls seamlessly.

Retry

Built a smart retry system with configurable limits to ensure reliable data flow and error handling.

Alerts

Enabled real-time email alerts for order updates and sync issues, keeping teams informed at every step.

Admin Control via LWC Settings Panel

An intuitive, user-friendly LWC component enabled complete control over the integration:

01

Schedule

Manage sync job timing with full control to start, stop, or adjust scheduled automation.

02

Token

Securely generate, refresh, and monitor API tokens with expiry alert setup.

03

Notify

Personalize email templates and assign roles for alert delivery and updates.

04

Retry

Define retry limits and time gaps, triggering alerts when errors exceed thresholds.

Integration Architecture Overview

Layer Description Trigger Layer Detects Opportunity updates to initiate sync Integration Layer Manages secure API calls to Xvantage Processing Layer Parses and maps JSON data to Salesforce objects Persistence Layer Stores orders and line items in structured format Scheduling Layer Handles automated syncs and retry flows Notification Layer Sends alerts to relevant users and admins

What Made This Integration Unique

Control

Admin-friendly UI enabled teams to manage sync jobs, retries, and alerts — all without writing code.

Resilience

Built-in retry logic ensured data integrity even during temporary service or API failures.

Logging

Every sync event was logged with detailed timestamps and errors, making audits and debugging easy.

Alerts

Sales teams received instant email notifications for key order changes, ensuring zero pipeline surprises.

Technologies Used

Salesforce CRM (Lightning Experience)
Apex Triggers & Batch Jobs
Lightning Web Components (LWC)
Custom Objects & Field Mapping
REST API Integration (Xvantage)
Token based Authentication

Impact and Results

Metrics Table
Metric Before Integration After Integration
Manual Sync Errors Frequent Near Zero
Order Data Availability Delayed (manual) Real-time (automated)
Admin Configuration Effort High (dev required) Low (no-code interface)
User Visibility into Errors Minimal Full (logs + alerts)
Retry on API Failure Not Possible Automatic with logic

Agile Process

This integration project required precise planning and adaptive delivery cycles.

Integration-first Sprint Planning

Sprints were structured around syncing, retry logic, logging, and admin controls.

Collaborative API Sessions

Regular joint calls with the client’s API team ensured accurate mapping and error handling.

Incremental Deployment

Each sprint deployed a functional slice of the integration to validate real-time behaviors.

Continuous Monitoring

Logs and retry logic were tested and improved during sprint reviews.

Salesforce QA Process

QA ensured stable, accurate, and resilient data exchange between Xvantage and Salesforce.

API Validation

Verified token authentication, payload mapping, request/response cycles, and timeout scenarios.

Retry & Failure Handling QA

Ensured that failed transactions reprocessed automatically without duplicates.

Logging QA

Validated that every API event, error, and sync job was logged with admin visibility.

Security Testing

Ensured external APIs only accessed approved Salesforce objects.

UAT Tests

End-to-end sync flows were tested with real data samples provided by the client.

Conclusion

Perigeon’s Xvantage integration enabled seamless data flow, eliminated manual syncing, and empowered non-technical users to manage integration settings autonomously. The result: a scalable, reliable system that drives sales performance and operational efficiency across departments.

Frequently asked questions

What data flows between Xvantage and Salesforce?

The integration enables automated, bidirectional data flow between Xvantage and Salesforce. Key data synchronized includes:

  • Orders
  • Order line items
  • Order status updates
  • API response logs and error details

Opportunity updates in Salesforce trigger synchronization, while Xvantage data is parsed, mapped, and stored in Salesforce using structured custom objects to ensure data accuracy and consistency.

Reliability is ensured through a built-in smart retry mechanism and robust error handling:

  • Failed API calls are automatically logged
  • Retry attempts are executed based on configurable retry limits and time gaps
  • Alerts are triggered if retry thresholds are exceeded
  • Temporary API or service outages do not result in data loss

This design ensures resilient data flow even during intermittent system failures.

The Lightning Web Component (LWC) Admin Control Panel provides a no-code interface that allows business users to manage the integration end-to-end. It includes:

  • Schedule Management
    Start, stop, or modify automated sync jobs
  • Token Management
    Generate, refresh, and monitor API tokens with expiry alerts
  • Notification Settings
    Customize email templates and assign recipients for alerts
  • Retry Configuration
    Define retry limits, time intervals, and escalation alerts

This empowers non-technical users to control the integration without developer involvement.

The integration delivers real-time visibility and insights by:

  • Automatically syncing order data without manual delays
  • Sending instant email alerts for order updates and sync issues
  • Providing detailed logs for every sync event

Sales and operations teams can act immediately on accurate, up-to-date data, eliminating reporting gaps and missed follow-ups.

Yes. The integration is built using scalable and modular Salesforce-native architecture, including:

  • Apex triggers and batch jobs
  • REST-based API integration
  • Token-based authentication
  • Configurable LWC components

This design ensures compatibility with future Salesforce releases and Xvantage API enhancements without major rework.

Data duplication is prevented through:

  • Trigger-based synchronization tied to Opportunity updates
  • Structured data mapping between Xvantage and Salesforce objects
  • Logged sync events to track processed records
  • Controlled retry logic that avoids reprocessing completed transactions

These safeguards ensure each order and line item is synced once and accurately, maintaining clean and reliable data.

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