Understanding the Client

Roswalt operates in a fast-moving business environment where customer information, lead details, and financial records must be accurate and instantly accessible. Salesforce serves as their central CRM, while MIDAP supports operational activities, including financial entries and backend processing.

Both platforms worked well individually, but they were disconnected from each other. This gap became a bottleneck as the company scaled.

Where the Process Was Breaking

Every time Roswalt recorded new customer or operational data in Salesforce, the same information needed to be added again into MIDAP for financial and task-related processing.
This created several recurring issues:

• Repetitive manual work
  
• Delays in financial entries
  
• Risk of typing errors or missing data
  
• Lack of real-time synchronization
  
• Extra time spent by the operations team
  

The management wanted a system where Salesforce becomes the starting point and MIDAP automatically takes over the next actions—without manual involvement.

A First-Time Integration Challenge

Connecting Salesforce and MIDAP (MI Digital Autopilot) was not straightforward because the systems were never designed to talk to each other.
This required a completely new API workflow, custom mapping logic, and a secure method to push data across platforms in real time.

Despite the technical complexity, the mission was clear:
Once an entry is created in Salesforce → a corresponding Basic Entry should reflect in MIDAP → and downstream steps should continue automatically.

How the Integration Was Built

To make both systems work like a single ecosystem, our development team engineered a custom API layer that acts as a secure bridge between Salesforce and MIDAP.

Key Functional Highlights

✅ Any required data filled in Salesforce is now captured automatically
✅ The information is pushed into MIDAP and created as a Basic Entry
✅ Follow-up actions inside MIDAP begin automatically, just as if a user manually entered the data
✅ No additional clicks, copying, or re-typing needed

The integration ensures:

• Consistent data
  
• Zero duplication
  
• Faster processing
  
• Real-time updates
  

Collaboration Across Platforms

Because this was the first implementation of its kind, both technical teams worked together closely.
The solution involved:

• Defining field-to-field data mapping
  
• Secure authentication layers
  
• Custom middleware to manage API communication
  
• Error handling and reliability features
  

This allowed the system to run smoothly even when high volumes of data were transferred.

What It Means for Roswalt Now

With the automation in place:

• Sales and operational teams avoid repetitive work
  
• Financial entries move instantly and accurately
  
• Turnaround time has reduced significantly
  
• Human error has almost been eliminated
  
• The entire workflow feels seamless and unified
  

Salesforce remains the source of truth, while MIDAP performs backend and financial activities without waiting for manual inputs.

A Strong Foundation for Future Automation

This integration not only solved the immediate problem—it opened the door for advanced automation, reporting, and process scaling.
Roswalt can now handle higher workloads without hiring additional manpower for data entry.

Mi Digital Autopilot continues to support the organization as more modules and automation layers are planned for the future.