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Solution Set for AEC

Bridging the Gap: How Connecting Salesforce and Deltek Improves Project Management in Construction

In construction, every minute counts. Efficiency isn’t just a nice-to-have; it’s the difference between a project that’s delivered on time and one that’s delayed. The complexity of construction requires systems that communicate. Salesforce, the go-to platform for managing client relationships and tracking sales opportunities, and Deltek, which powers the financial and operational aspects of your business, each bring unique strengths to the table.

Now, imagine these two powerhouse systems working together. The result? A construction workflow that’s smarter, faster, and built to handle complexity.

Why Integration Between Salesforce and Deltek Matters

Here’s the reality: construction projects are messy. They involve countless moving parts, tight timelines, and teams that need to stay in lockstep. However, many businesses struggle because their systems don’t “talk” to each other. When Salesforce and Deltek operate in silos, inefficiencies arise, and problems multiply. Think about it:

  • Manual Data Entry: Repetitive data entry tasks suck up valuable time—time that could be better spent.

  • Inconsistent Data: A single misaligned number or outdated project detail can snowball into costly errors and miscommunications.

  • Limited Visibility: When teams are working in separate systems, they don’t have the full picture. That lack of visibility makes it harder to manage projects and resources effectively.

By integrating Salesforce with Deltek, these roadblocks disappear. Information flows seamlessly, giving teams real-time access to the latest data and empowering them to act quickly and accurately.

How These Systems Are Integrated: Technical Overview

Integration between Salesforce and Deltek is achieved using MuleSoft, which enables communication through APIs.

Configuration and APIs

  • REST and SOAP APIs: Facilitate data exchange between Salesforce and Deltek.

  • Custom Logic: MuleSoft’s flow designer allows developers to map fields, transform data, and handle errors.

  • API Governance and Monitoring: Beyond establishing integration, it’s critical to implement robust API governance. With tools like MuleSoft Anypoint Platform, you can monitor API traffic, ensure SLA adherence, and secure endpoints against unauthorized access. This adds an extra layer of reliability and scalability for high-demand construction environments.

Mapping and Syncing Key Objects

  • Project Creation: When a Salesforce Opportunity is closed, MuleSoft triggers Deltek to create a corresponding project.

  • Phases and Tasks: A project’s related objects in Salesforce are synced with Deltek.

  • Contacts and Accounts: Client data in Salesforce is linked to Deltek’s objects.

  • Error Handling for Large Data Sets: MuleSoft enables efficient handling of large or delayed data through smart processing and retry mechanisms. This ensures critical updates—like budgets or timelines—are always processed reliably, even when unexpected disruptions occur.

This image shows how MuleSoft seamlessly integrates with Deltek’s billing API and effortlessly syncs client address data, keeping your billing process aligned with Salesforce for error-free project execution.

Key Construction Use Cases and Their Benefits

  • Linking Project IDs for Seamless Data Flow
    Every time a project is created in Salesforce, it’s automatically linked to a unique ID in Deltek. This ensures that updates—whether it’s a change in timelines, budgets, or team assignments—sync between both systems instantly. There’s no need to search through different systems or verify data; it’s all automatically updated.

  • Automating Project Creation Across Platforms
    In the past, when a project was won in Salesforce, someone had to manually input all the details into Deltek. Now, that process is automated. When Salesforce marks a project as won, the integration triggers Deltek to create the corresponding project, complete with all the important details—like budgets, phases, and assigned team members. This saves time and eliminates errors that come from manual data entry.

  • Reflecting Salesforce Updates Across Systems
    Changes like new contacts, updated timelines, or a shift in project status need to be reflected across all integrated systems. With integration, any update in Salesforce—no matter how big or small—automatically syncs with Deltek. So your teams are always working with the most current information.

Experience, Process, and System APIs connect Salesforce, Deltek, and your other systems—bridging data from multiple systems for efficient project execution.

The Construction Firm Advantage

Here’s exactly how it can drive value for your firm:

  • Smarter Collaboration: Real-time synchronization means that everyone, from field teams to project managers, always has access to the most up-to-date project information.

  • Time Savings: Automation eliminates repetitive, manual tasks. This frees up time for teams to focus on delivering quality projects, solving problems, and building strong client relationships.

  • Data-Driven Decisions: With consolidated, accurate data at your fingertips, leaders can make informed decisions about everything from resource allocation to client communications. When challenges arise, your team has the insights needed to adjust quickly and stay on track.

Building for Long-Term Success

Integrating Salesforce with Deltek isn’t just about solving immediate challenges. It sets your company up for sustainable, long-term growth. When your systems work as one, so does your team. Projects are delivered on time, within budget, and with complete confidence.

Want to learn how The Hunley Group can help you integrate Salesforce and Deltek?
Schedule a time with our team of experts in Salesforce and construction.

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