Project Overview
The Enterprise Operations Client required a highly reliable backend system to manage complex operational data. A critical requirement was that all this data needed to remain perfectly synchronized with their central Salesforce instance. Their internal team faced challenges because building custom dashboards and advanced CRUD interfaces natively within Salesforce proved too restrictive and complex.
To overcome these limitations, they required a custom web application capable of seamless, real-time communication with Salesforce, while providing the flexibility of a modern web interface.
Ruby on Rails & Heroku Architecture
MDS engineered a powerful custom backend using Ruby on Rails, deployed efficiently on Heroku. By utilizing a highly available PostgreSQL database, we established a rock-solid foundation for operational data storage that seamlessly scaled with the client's growing demands.
Advanced Salesforce API Integration
We integrated deeply with the Salesforce REST API to facilitate real-time data exchange. Through careful optimization and batching strategies, we ensured the application maintained high throughput without breaching strict CRM rate limits.
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Custom Bi-directional Sync Engine
The core of the system is a highly reliable bi-directional synchronization engine. Utilizing Sidekiq and Redis for background job processing, the engine seamlessly handles webhooks and scheduled syncs, effectively mitigating race conditions and preventing data drift.
Custom Dashboards and CRUD Interfaces
We developed a modern, flexible user interface to completely bypass Salesforce's UI limitations. This custom frontend empowered the client's team with specialized dashboards and advanced CRUD operations, with every change instantly reflecting back in Salesforce.
Key Challenges
Strict Data Consistency
Ensuring absolutely no data drift between the custom application and the central Salesforce instance.
Complex UI Requirements
Designing custom dashboards and CRUD interfaces that were impossible to implement natively within Salesforce limitations.
Bi-directional Synchronization
Managing real-time data flow in both directions while mitigating race conditions and handling conflict resolution.
API Rate Limits
Syncing thousands of daily record updates without hitting stringent Salesforce REST API rate constraints.
Results & Outcomes
MDS delivered a high-performance custom operational portal that successfully bypassed Salesforce's UI limitations while maintaining it as the ultimate source of truth. The custom bi-directional sync engine reliably processes thousands of record updates daily with zero data drift.
By migrating complex workflows to the Ruby on Rails application, the client's team experienced significantly faster workflows and gained access to specialized, performant dashboards that enhanced their overall operational efficiency.