Sean Foster
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19 · Packaged app

QuickBooks and Salesforce in step, as an installable app

Businesses wanted their CRM and their books to agree without re-keying. I built an event-driven integration between QuickBooks and Salesforce and shipped it as a managed package, so each customer installs it into its own Salesforce org.

Client
Installed by businesses in their own Salesforce orgs
Built with
  • QuickBooks
  • Salesforce
  • Apex
  • Managed package

What it changed

  1. 01

    Installed in 12+ Salesforce orgs as a managed package.

  2. 02

    Event-driven: a change triggers the sync, so nobody re-keys records between the two.

  3. 03

    Every org runs the same versioned package, so fixes reach all of them through upgrades.

How it fits together

  • Built by me
  • Platform or outside system
  • People
Managed packageInstalled in 12+ orgsSalesforceThe customer's own orgSync engineEvent-driven ApexQuickBooksThe customer's booksShipsRecordchangesSyncManaged packageInstalled in 12+orgsSalesforceThe customer's ownorgSync engineEvent-driven ApexQuickBooksThe customer'sbooksRecord changesSync

More of my work

See all
01 · HealthcareAn AI support agent that actually fixes thingsClinic staff chat in, and the agent fixes claims, orders and accounts on its own.Salesforce Messaging Einstein Bots Apex
02 · HealthcareA call center that runs on Salesforce recordsVoice menus, call categories and routing driven by Salesforce records, for about 9,000 calls a month.Amazon Connect Service Cloud Voice Amazon Lex
03 · HealthcareA 13-step onboarding workspace for new practicesEverything needed to bring a practice and its clinics live, in one guided workspace.Salesforce Lightning Web Components Apex

Contact

Need something like this built?

I take on full-time roles and focused projects. Email is the fastest way to reach me.

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