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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

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.

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