Database integration with Salesforce and Innovest Cloud for a Financial Services company.

Our client is a leading financial service provider who focuses on providing unique custody solutions and has a reputation for its ability to solve the most complex custody requirements and craft new solutions for its clients.

Business Challenge

  • The client had been using Informatica to manage integrations between Salesforce and their database.
  • Their primary objective was to retire their integration part from Informatica and get them replicated in MuleSoft.
  • The migration process from Informatica to MuleSoft was highly critical, and we had to deal with complex data.
  • This migration also offered the client a baseline for supporting intricate integrations in the future and in scaling up the existing applications.

Applications Integrated


  1. The utilization of batch processing resulted in increased scalability.
  2. The addition of APIs assisted in the integration and could be scheduled to run at a specific time.
  3. Operation and workflow became streamlined since MuleSoft and Salesforce are a natural fit.

PreludeSys Solution

  • On the integration side, we integrated iMap services with InnovestCloud.
  • Integrated the login and account objects in Salesforce with InnovestCloud.
  • On the design level, we used batch processing in MuleSoft to run a higher data volume.
  • The major functional add-ons we incorporated were the addition of APIs.