Integrating Salesforce with Custom DOTNET NAV ETL Solution for Non-Profit

Technology Used

Sales Cloud, Service Cloud, Apex, Apex Governor Limits for performance tuning, SOAP and REST APIs, Salesforce SOQL, SOSL

Team Size

7 member team across different technologies, and 2 member Salesforce team

Project Duration


Congruent integrated Salesforce into a custom-built DOTNET NAV ETL solution. We provided maintenance, support, and monitoring for the integration services and bespoke development in Salesforce.


International Not-for-Profit

Customer Profile

The customer is an international nonprofit that works in nearly 40 countries building solutions for human development that are evidence-based, data-driven, and owned by the communities served.

Customer Situation

  • Integration of DOTNET NAV ETL with Salesforce was broken.
  • Additional bespoke custom development for flows and approvals needed in Salesforce.

Congruent’s Solution

  • Congruent developed a custom-built DOTNET NAV ETL solution on Dynamics Business Central to pull data from different data sources.
  • Fixed the NAV ETL to Salesforce Integration along with performance tuning.
  • Custom development for workflow and approval processes utilizing standard Salesforce Approvals
  • Custom development of Apex Triggers to send approval emails to users based on predefined templates.


  • Ongoing relationship with a deep knowledge of NAV ETL to SF integration improving issue analysis/bug fixing.
  • Enhanced performance due to proactive monitoring, analyzing, and optimizing.
  • Captive knowledge of custom-built DOTNET NAV ETL solution
  • Improving the performance of the integration

Congruent’s Key Challenge

  • Limited knowledge of business functionality and value-add limited to suggesting design tweaks and fine-tuning the technical solution.

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