Salesforce CRM Integration

VytlOne maintained member data in an internal platform that served as the operational source of truth for eligibility, plan enrollment, and member status. Salesforce CRM was used separately by call center representatives and account managers to track client relationships, service interactions, and member-level account activity.

The problem: there was no automated connection between the two systems. Call center representatives and account managers routinely had to manually cross-reference both platforms to build a complete picture of a member, checking the internal system for eligibility status, then Salesforce for account notes and history. When data didn't match, someone manually corrected Salesforce by hand. This process repeated every time member data changed, creating a persistent cycle of stale data, duplicate records, and wasted account manager time.

I helped design and built a daily scheduled ETL pipeline that ran overnight and had Salesforce fully synchronized before the business day began. The pipeline used a delta detection approach, rather than performing a full extract on every run, it identified only the records that had changed since the last successful load, minimizing API calls and processing overhead.

The extract layer pulled member records from the internal Oracle database, applying a last-modified timestamp filter to scope the delta. A transformation layer standardized field formats and applied deduplication logic. The load layer used the Salesforce Bulk API for efficiency, with upsert operations keyed on a unique member identifier.

Error handling and alerts were built into every layer: failed API calls triggered immediate email notification to the team, and a daily summary log was generated for audit and troubleshooting purposes. If the pipeline failed, account managers received an automated alert before they began their day.