Salesforce Implementations and Integrations with Fishbowl and QuickBooks
VA Partners has been an active Implementation and Development Salesforce Partner since 2017, creating powerful integrations that connect Salesforce with Fishbowl and QuickBooks.
Salesforce is an incredibly robust and versatile platform that can empower Marketing, Sales, Operations, Customer Service, Field Service, Accounting and Finance, and many other business processes.
Salesforce allows for very powerful customization. It supports both back-end customization with Custom Objects, Custom Fields, Apex programming Language, and Flows, as well as Front-end customization with Visualforce, Lightning Pages, and other tools. Salesforce’s powerful tools such as Data 360, allow for data from multiple systems to be combined in a robust way, and then available especially for Customer Service, Sales Reps, and Management when looking at customer-focused data.
Close integration of Salesforce with other major software is both a huge help and a challenge, as the ability to customize things powerfully requires both a deep understanding of the underlying business processes, and an excellent understanding of all the technical stacks involved in connecting the systems.
VA Partners has deep technical knowledge and experience in the Salesforce Platform that is reflected in the variety of Salesforce certifications that we hold.
We apply an Agile process both to implementations and custom software development. The benefit of this is that the process is “alive” – it adapts to business needs and requirements that almost always change as the business understands their processes on a much deeper level.
Our Salesforce Services
VA Partners offers the following services for the Salesforce Ecosystem:
Agentforce Sales (Sales Cloud) Implementations
We cover the full cycle starting from defining business objectives and outcomes and completing with ongoing Salesforce Support.
Whether you want to align Agentforce AI to your Sales, Marketing, and Operations processes, or satisfy Audit requirements through robust Salesforce Object and Field Tracking, we can support you along the way.
Integrations
We have extensive experience with all Salesforce Integration Services - that includes the Rest API, Bulk API, and Real-Time Pub-Sub API.
Here are some examples of what our Salesforce Integrations have accomplished:
- Use Salesforce as Order Entry System, and perform complex real-time syncs from Salesforce to Fishbowl, QuickBooks, and many other systems
- Integrate Salesforce Field Services with your ERP, syncing Work Orders, Inventory by Locations, and many other tasks.
- Synchronize customer data between many systems, making sure that your Customer, Product, and Sales information is accurate across the board.
Custom Salesforce Application Development
Salesforce is far more than a CRM – it is a full-stack development ecosystem. This allows us to create very powerful solutions, fully customized to fit the customer’s business processes. A few examples of tasks we helped our clients to accomplish are:
- Track Assets, Asset Values, and perform Asset Depreciation in Salesforce, with synchronization to your accounting system, such as QuickBooks
- Perform complex Commission Calculations using data both from your Operations and Accounting Systems, such as Fishbowl Inventory and QuickBooks.
Salesforce Data 360 Implementation
We implement Salesforce Data 360 to unify data across your systems, including QuickBooks, Fishbowl Inventory, Azure and AWS SQL Server, Bill.com, and more. By creating a trusted, governed data foundation, we enable the full power of the Customer 360 Platform—delivering a single, accurate view of your business data. This foundation supports secure, reliable AI-driven insights and automations across Sales, Operations, and Finance.
Interested in our services?
Connect with us to discuss your needs.