The client runs a Databricks-based medallion architecture that ingests Salesforce and A2Z data for reporting. Salesforce data is extracted via SOAP API through Amazon AppFlow, and A2Z environment data is pulled via REST API. Both land in the Bronze layer as raw data, get cleaned and deduplicated into Silver, and are modeled into a star schema in the Gold layer, which Power BI uses for business-ready dashboards.

Business Challenges

The existing pipeline moved data in one direction, toward reporting, with no mechanism to keep Salesforce and A2Z in sync.

One-way data flow

Salesforce and A2Z data flowed into the reporting layer, but the two systems had no way to stay synchronized with each other.

Manual company creation risk

Companies eligible for A2Z, based on opportunity stage and billing approval, had no automated path from Salesforce into A2Z.

No reverse sync from A2Z

New or updated companies in A2Z had no corresponding update path back into Salesforce Accounts.

Field-level drift

Account name, HQ address, website, and company ID could silently fall out of sync between the two systems.

Project Objectives

The business required a bi-directional integration between Salesforce and A2Z to keep company and account data consistent and automatically synchronized.

Key Goals:

Auto-create A2Z companies from qualified Salesforce opportunities
Sync new and updated A2Z companies back into Salesforce Accounts
Detect and correct field-level mismatches across both systems

Solution Provided by Geopits

Geopits designed a Databricks-centric integration using Bronze-only ingestion, with all business logic and API orchestration handled inside Databricks notebooks.

Bronze-to-Silver foundation

Salesforce and A2Z data continues to land in Bronze via AppFlow, then moves into cleaned, deduplicated Silver tables on a scheduled Databricks job.

Rule-based eligibility detection

A Databricks notebook reads Silver tables and applies business rules to identify Salesforce opportunities with Stage ≥ 90% and Approved_For_A2Z__c = TRUE.

A2Z company creation via REST API

Eligible accounts trigger company creation in A2Z through its REST API, invoked directly from the Databricks notebook.

Reverse sync via Salesforce SOAP API

The generated A2Z Company ID, along with any new, updated, or mismatched fields (name, HQ address, website, company ID), is written back to Salesforce through its SOAP API.

Results & Business Impact

This engagement is a solution design and requirements build. The table below reflects the capabilities the architecture is built to deliver, not yet-measured production results, since implementation and rollout metrics weren't part of the brief.

Capabilities

Before

After

Company creation

Manual, opportunity-driven, error-prone

Automated via business rules, Stage ≥ 90% and Approved flag

Salesforce ↔ A2Z sync

One-directional, reporting only

Bi-directional, company and account records kept in sync

Field consistency

No automated checks

Name, HQ address, website, and Company ID automatically reconciled

Integration pattern

Not applicable

Databricks-centric, Bronze-only ingestion, notebook-driven API orchestration

Key outcomes

Automated Company Creation

Companies are automatically created in A2Z when a Salesforce opportunity reaches Stage ≥ 90% with billing approval, eliminating manual handoffs and accelerating onboarding.

Seamless Company ID Synchronization

The generated A2Z Company ID is automatically written back to the Salesforce Account's a2z_co_id field immediately after company creation, ensuring system consistency.

Bi-Directional Data Synchronization

New and updated company records in A2Z automatically create or update the corresponding Salesforce Account, keeping both platforms synchronized.

Automated Data Consistency

Key fields - including Account Name, Headquarters Address, Website, and Company ID are automatically reconciled whenever mismatches are detected, maintaining accurate and consistent records across both systems.

Conclusion

Geopits designed a Databricks-centric, bi-directional integration between Salesforce and A2Z, layering rule-based company creation, reverse account sync, and automated field-level reconciliation on top of the existing Bronze-Silver-Gold reporting pipeline.

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