Salesforce CDC & API Bidirectional Sync | Truenorth - Unison

This role focuses on the development and maintenance of backend microservices powering Unison's platform. My core responsibility is ensuring the absolute reliability of the existing bidirectional (two-way) data synchronization pipeline between the agent-facing platform (Salesforce) and the core backend database.

This synchronization is critical:

  1. Import: Changes in Salesforce (e.g., agent updates a case) must be reflected in the backend database.

  2. Export: Changes in the backend (e.g., user updates info via the web) must be exported back to Salesforce.

My job is to rapidly debug, maintain, and optimize this entire ecosystem to ensure data integrity across all systems.

Impact on Operations and Data Integrity:

  1. Single Source of Truth: Guarantees that both agents (on Salesforce) and customers (on the web) always see the most up-to-date information, eliminating data conflicts and reducing operational confusion.

  2. Operational Stability: The system's resilience and error resolution mechanism prevent data bottlenecks, ensuring the agent workflow (from application review to funding approval) remains fast and uninterrupted.

Key Responsibilities & Achievements:

  • Bidirectional Sync Maintenance: Assumed ownership of the high-availability import/export data pipeline, ensuring 100% data consistency between the backend database and Salesforce.

  • Import (Salesforce -> Backend): Responsible for debugging and maintaining the Salesforce CDC listener, message queue, and data normalization engine that processes incoming data.

  • Export (Backend -> Salesforce): Managed and maintained the microservices responsible for exporting data (e.g., changes from the web portal) back to Salesforce, ensuring successful updates via its REST/SOAP APIs.

  • Debugging & Troubleshooting: Acted as a resource for diagnosing and resolving complex synchronization errors, whether originating from the CDC stream or from failed API export calls.

  • Data Integrity: Proactively monitored and optimized the "upsert" logic (for imports) and API call handling (for exports) to prevent data corruption and ensure reliability.