Client Overview

A leading FinTech enterprise in the United States relied on the Salesforce suite to manage customer engagement and core business processes. As the company scaled into a multi-system environment, maintaining Salesforce integration security and regulatory compliance became a strategic priority.

Business Challenge

The client faced multiple roadblocks in its Salesforce integration strategy:

• External applications required access to Salesforce data, but the standard REST APIs were overly permissive, creating high security risks.
• The lack of governance over these direct API interactions conflicted with regulatory compliance standards, which are especially stringent in the financial services industry.
• Without a controlled integration approach, development teams struggled with slowed project delivery, inconsistent patterns, and limited scalability.

Without a secure and controlled approach to Salesforce API management, the client struggled to strike a balance between agility, compliance, and scalability.

Solution Delivered by Ekfrazo Technologies

To address these challenges, Ekfrazo Technologies designed and implemented a custom API Facade for Salesforce that served as a secure, governed gateway for all Salesforce API integrations.

The solution was built using Salesforce Vlocity (now OmniStudio) Integration Procedures (IPs), ensuring a low-code, on-platform architecture with enhanced agility and compliance.

Key Interventions

• Centralized API Access – Restricted direct Salesforce API exposure and provided controlled access to SObject data.

   

• OmniStudio Integration Procedures: The low-code Salesforce platform supported quicker results and reduced friction in complex processes.

   

• Governance & Compliance Controls: Configurable rules aligned with regulatory requirements while maintaining operational efficiency.

   

• Performance-Optimized Architecture: Introduced security layers without slowing user experience or system performance.

The Impact

The custom API facade strengthened the client’s Salesforce API security and governance, eliminating risks tied to standard REST APIs. With OmniStudio Integration Procedures, development became faster and more agile in a low-code environment. Centralized control improved regulatory compliance and operational efficiency, while the new integration layer provided a future-ready foundation for scalability, innovation, and seamless multi-system connectivity.