How Differenz Force built Team Connect a bi-directional integration between Salesforce CRM, a custom backend platform, and EEA's mobile application enabling real-time synchronisation of leads, opportunities, and video content between field sales representatives across Australia and internal sales operations in Salesforce.
EEA (Earthmoving Equipment Australia) is a leading Australian-owned company specialising in earthmoving equipment, crushing and screening machinery, material processing solutions, equipment servicing, spare parts management, and technical support services. With locations in Sydney, Newcastle, Canberra, Brisbane, and Wagga Wagga, EEA serves customers across construction, mining, quarrying, recycling, and infrastructure industries throughout Australia.
EEA's field sales team operates across multiple Australian states visiting construction sites, quarries, and mining operations, demonstrating equipment, generating new leads, and managing active sales opportunities in the field. Prior to this engagement, field activity was disconnected from EEA's Salesforce CRM, requiring manual data entry when representatives returned to the office and creating gaps in real-time pipeline visibility for sales management.
Differenz Force was engaged to design and build Team Connect a fully integrated platform connecting EEA's mobile field application with Salesforce CRM and a custom backend system. The goal: bi-directional, real-time synchronisation of all lead, opportunity, and multimedia data between field users on their mobile devices and internal sales teams working in Salesforce eliminating the data entry overhead and visibility gap entirely.
EEA's field sales team operated with excellent on-the-ground relationships and domain expertise but without a live connection to Salesforce, every lead generated in the field required manual re-entry, every opportunity update was delayed, and every recorded customer interaction lived in the mobile app with no visibility inside the CRM.
Leads and opportunities created or updated by field representatives in the mobile application had no automatic path into Salesforce. Every field interaction required manual re-entry by the rep or an office admin when they returned, creating delays, transcription errors, and a persistent backlog of unsynced field data.
Field representatives had no live access to the latest lead and opportunity data from Salesforce while working remotely. Without current CRM data on their mobile device, reps visited customers without the full context of their Salesforce history missing recent interactions, updates from other team members, or changes to opportunity status.
Field representatives recorded valuable customer interaction videos site visits, equipment demonstrations, customer meetings through the mobile application. These videos were only visible within the mobile app and backend platform. Salesforce users had no way to access or review field-recorded video content alongside the customer or opportunity record it related to.
Salesforce CRM, the custom backend platform, and the Team Connect mobile application operated independently each holding its own version of lead and opportunity data without any synchronisation mechanism. The same customer could have different, conflicting records in all three systems simultaneously.
Sales management could see activity within Salesforce but had no visibility into what field representatives were doing what leads they were generating on-site, which opportunities they were updating from equipment demonstrations, or what video documentation was being captured in the field. The CRM picture was always incomplete and behind reality.
As EEA expanded its field operations across more Australian states and added more field sales representatives, the manual data transfer overhead grew proportionally. The existing disconnected approach could not scale more field reps meant more manual entry, more errors, and a larger gap between field reality and CRM state.
Differenz Force designed and built Team Connect a 6-feature integration platform connecting Salesforce CRM, a custom backend application, and EEA's mobile application in real time. Every lead, opportunity, and video recorded in the field is immediately available in Salesforce. Every CRM update is immediately visible to field reps in the app.
All three systems stay in sync in real time field reps and Salesforce users always work from the same data
A bi-directional integration was built connecting all three systems Salesforce CRM, the custom backend platform, and the Team Connect mobile application enabling real-time synchronisation of business-critical data across all three. Information entered on any platform is immediately available on all others.
Custom REST APIs were developed in Salesforce to expose lead data to the backend application. The mobile application consumes these APIs to retrieve the latest lead information from Salesforce giving field representatives full CRM lead visibility on their mobile devices while working remotely.
A dedicated set of Salesforce REST APIs was built for opportunity management exposing opportunity records including key customer and sales information to the backend and mobile application. Field teams have complete visibility into their active sales pipeline from the mobile app.
The reverse data flow mobile app to Salesforce was fully implemented for leads. New leads entered by field representatives in the mobile app are automatically retrieved by Salesforce via backend APIs and created as Lead records. Updates to existing leads on either platform are kept in sync automatically.
Opportunities generated in the field via the mobile application are automatically synchronised into Salesforce using backend API integrations. Both creation and update operations are supported ensuring opportunity information remains consistent across all connected systems without any manual synchronisation step.
A custom Lightning Web Component (LWC) was developed to display videos recorded through the mobile application directly inside Salesforce record pages. The component is embedded as a dedicated tab on record detail pages giving Salesforce users one-click access to field-recorded video content without leaving the CRM.
Team Connect eliminated the data gap between EEA's field operations and Salesforce giving field reps live CRM visibility, giving sales management real-time field activity insight, and putting every field-recorded video directly on the relevant Salesforce record.
Team Connect closed the operational gap between EEA's field representatives and the Salesforce CRM connecting every customer interaction, every new lead, and every recorded site visit to the CRM record in real time.
Before Team Connect, field reps visited customers without knowing what had changed in Salesforce since their last manual sync. Now, every lead and opportunity is live on their mobile device updated in real time from Salesforce so reps arrive at every customer conversation fully informed about the latest CRM state of that relationship.
Leads and opportunities created or updated in the mobile app are automatically synchronised to Salesforce field reps no longer have any responsibility for manually transferring their field activity into the CRM. This frees significant time previously spent on administrative data entry and eliminates the transcription errors that manual entry inevitably introduced.
Sales managers in Salesforce now see field-generated leads and opportunity updates the moment they are entered in the mobile app not hours or days later when a rep gets back to the office. Field activity is reflected in the CRM in real time, enabling management to make informed decisions about pipeline, resourcing, and customer prioritisation based on current data.
The custom LWC brings field-recorded video into the Salesforce record context sales managers reviewing an opportunity can watch the site visit video, inside sales staff can view the equipment demonstration, and service teams can access site survey footage all without leaving Salesforce or navigating to an external platform. Video context dramatically improves the quality of CRM-based decision making.
Before Team Connect, Salesforce, the backend platform, and the mobile app each held their own version of lead and opportunity data. Now, a single synchronisation layer ensures all three reflect the same current state eliminating the data conflicts, duplicate records, and confusion that arise when disconnected systems hold different versions of the same customer data.
The REST API integration architecture is designed to scale with EEA's expanding field team adding new field representatives, new Australian regions, or new data entity types requires configuration changes rather than new integration builds. The platform supports EEA's growth without proportional increases in integration complexity or maintenance overhead.
A custom REST API integration architecture connecting Salesforce, a custom backend platform, and the Team Connect mobile application with a purpose-built LWC for video content visibility inside Salesforce records.
Team Connect gave EEA Australia's field representatives live Salesforce CRM access on their mobile devices and gave sales management real-time visibility into field activity closing the data gap between sites across Australia and the CRM entirely, with every lead, opportunity, and field video synchronised automatically.
Project Outcome Summary Differenz Force Implementation Team
Differenz Force followed an API-first delivery approach defining the integration architecture and REST API contracts before building any component, ensuring all three systems could be developed and tested independently before being connected end-to-end.
Workshops with EEA's sales, IT, and field operations teams to document data entities (leads, opportunities), field workflows, video capture requirements, and the existing backend platform. Defined the complete API contract endpoints, payloads, authentication, and sync logic before any development.
Built and documented the Salesforce REST APIs for lead data exposure. Defined the lead data payload structure, authentication mechanism, and query parameters. Tested the API response against the backend consumption requirements before mobile integration began.
Built the dedicated Salesforce REST APIs for opportunity data separate from lead APIs for cleaner architecture. Configured opportunity field mapping to the mobile display requirements and validated payload completeness for all key customer and sales data points.
Built the Apex logic in Salesforce for consuming the backend APIs that expose new and updated leads from the mobile application. Configured automatic Lead record creation and field mapping. Tested create and update sync in both directions with sandbox data.
Built the opportunity reverse-sync layer Apex classes consuming backend opportunity APIs, creating and updating Salesforce Opportunity records from mobile app data. Validated sync accuracy across all supported opportunity fields and stages with real test scenarios.
Designed and built the custom Lightning Web Component for video display on Salesforce record pages. Integrated the component with the backend video storage API. Configured the LWC as a dedicated tab on Lead and Opportunity record pages, with video metadata display and playback functionality tested across all supported video types.
Full end-to-end testing of all six integration features across the complete three-system stack. Tested both sync directions, all data entities, video playback, error handling, and edge cases. Validated data consistency across Salesforce, backend, and mobile app simultaneously with real field data scenarios.
Deployed all Salesforce components (APIs, LWC, Apex) to production. Delivered training for EEA's Salesforce users on the LWC video component and synced lead/opportunity records. Supported field team go-live with the mobile integration and monitored the first week of live sync operations.
Team Connect eliminated the operational divide between EEA's field sales team across Australia and their Salesforce CRM delivering bi-directional real-time synchronisation of all lead, opportunity, and video data, so both field and office are always working from the same complete picture of every customer relationship.
All lead and opportunity data flows in both directions automatically field creates and updates appear in Salesforce immediately, and CRM updates are visible to field reps on mobile in real time. No manual sync steps, no data gaps, no delays.
Field representatives carry the full Salesforce lead and opportunity picture on their mobile device arriving at every customer site with current CRM context rather than outdated snapshots or no data at all.
The custom LWC brings field-recorded customer interactions, site visits, and equipment demonstrations directly into the Salesforce Lead and Opportunity record giving the entire sales team rich visual context alongside every CRM record.
The REST API architecture scales with EEA's expansion more field reps, more states, more data types through configuration rather than new builds, ensuring the integration investment grows with the business.