Efficient construction relies on seamless project management. In a conversation with Dan Mauney, Senior Developer at Hunley, we explore how integrating Salesforce with Deltek helps construction teams eliminate manual processes, reduce data silos, and gain real-time visibility for better decision-making.

The core challenge—disparate systems that require repetitive manual data entry—is solved through Salesforce and Deltek integration, enabling teams to operate from a single, reliable source of truth.

Meet the Expert

Cesar Castro: Hi Dan, thanks for agreeing to share your perspective. Let’s start with an overview of Hunley and your role there.

Dan Mauney: Thanks, Cesar. Hunley is a consulting firm that helps Construction and Building Products companies drive digital transformation. We provide customized services including Salesforce implementation, integration, managed services, data migration, application development, and process strategy to deliver scalable, real-world solutions.

I’m a Senior Developer at Hunley, specializing in integrations across the Salesforce ecosystem. My focus is helping construction and manufacturing firms streamline operations through intelligent automation and real-time data synchronization.

Why Salesforce and Deltek Integration Matters

Cesar Castro: Why is integration between Salesforce and Deltek so critical for construction projects?

Dan Mauney: Construction projects are inherently complex, with tight timelines, multiple stakeholders, and constant financial oversight. When Salesforce manages client relationships and sales while Deltek handles financials and operations—without integration—inefficiencies arise.

Common challenges include manual data entry, inconsistent or outdated information, and limited visibility across teams. Integration removes these roadblocks by allowing information to flow seamlessly between systems, giving teams real-time access to accurate data.

How the Integration Works

Cesar Castro: How is the integration between Salesforce and Deltek technically achieved?

Dan Mauney: The integration is primarily powered by MuleSoft, which enables secure, scalable communication through APIs.

Key components include REST and SOAP APIs for data exchange, custom logic for field mapping and transformations, and robust API governance using platforms like MuleSoft Anypoint to monitor traffic, enforce SLAs, and secure endpoints.

MuleSoft also supports syncing key objects—such as automatically creating Deltek projects when Salesforce opportunities close—while ensuring reliable error handling and data processing even during system delays or disruptions.

Key Construction Use Cases

Cesar Castro: What are some of the most impactful construction use cases enabled by this integration?

Dan Mauney: One major benefit is seamless project ID linking, which ensures updates to budgets, timelines, and assignments sync instantly across systems.

Automation also plays a huge role. When an opportunity is marked as won in Salesforce, Deltek automatically creates the corresponding project with predefined budgets, phases, and team members—saving time and reducing errors.

Additionally, updates made in Salesforce—such as contact changes or project status updates—are reflected immediately in Deltek, ensuring everyone works from the most current data.

Benefits for Construction Firms

Cesar Castro: What specific advantages does this integration provide construction firms?

Dan Mauney: Real-time synchronization enables smarter collaboration across teams, from the field to the executive level. Automation eliminates repetitive tasks, allowing teams to focus on delivering quality projects and building strong client relationships.

Most importantly, having accurate, consolidated data empowers leadership to make informed, data-driven decisions and respond quickly to changing project conditions.

Long-Term Impact

Cesar Castro: What is the long-term impact of integrating Salesforce and Deltek?

Dan Mauney: This integration goes beyond solving immediate operational challenges. It positions construction companies for long-term growth by unifying teams, improving delivery confidence, and ensuring projects are completed on time and within budget.

Hunley has extensive experience delivering Salesforce and MuleSoft integrations for construction organizations, helping them scale with confidence.

Key Takeaways

Enhanced Visibility: Eliminates data silos and manual entry while providing real-time project insights.

Significant Time Savings: Automation reduces repetitive work and allows teams to focus on execution and client relationships.

Sustainable Growth: Accurate, connected data enables smarter decisions and consistent project success over time.