Salesforce + CMiC Integration Details

Jonathan Cox • August 14, 2025

This integration will share opportunity and account information between CMiC and Salesforce. Once an opportunity is created or updated in Salesforce, all relevant opportunity and account information will be automatically passed to CMiC. Updates to opportunities in CMiC will also be automatically passed to Salesforce. Once a job number is created in CMiC, it will be sent back to Salesforce automatically. It is important to note, however, that opportunities created in CMiC will not be passed to Salesforce, so all opportunities must be created in Salesforce.

 

How the integration works:

  • When an opportunity in Salesforce reaches the Proposal stage or beyond, its data is automatically synced to CMiC.
  • Data from Salesforce to CMiC will be synced every 10 minutes at the :01 mark – ex: 11:01, 11:11, 11:21, etc.
  • Data from CMiC to Salesforce will be synced every 5 minutes on the :00 & :05 marks – ex: 11:00, 11:05, 11:10, etc.
  • The following fields will sync between the two systems:
  • Salesforce ID (Links the opportunity across both systems)
  • Organization / Business Partner Name
  • Current Sales Stage
  • Opportunity Financial Fields
  • Key Dates
  • Organizational Details (Department, Division, Office)
  • Required Opportunity Fields
  • Site Address

 

Important Note: If an opportunity comes over from Salesforce to CMiC and the customer does not exist in CMiC as an Organization – then the customer will show as “New Organization”. If that is the case, then the customer either doesn't exist in CMiC or the Salesforce Account is not linked to an existing CMiC customer. First, search for the customer in the lookup for assigning the organizing. If the customer does not exist in that list, then the customer will need to be set up by Accounting. Please reach out to Sean Fleming for support.

 

With questions or concerns regarding the integration between Salesforce and CMiC, you can reach out to your Operational Finance Team or submit a helpdesk ticket by emailing helpdesk@keeleycompanies.com


January 27, 2026
1.0 – Definition 2.0 – Policy 2.1 – Time & Material Projects 2.2 – Lump Sum Projects 3.0 – Mailing Instructions and Address Information 1.0 – Definitions Any surplus construction materials or structural components that are deemed to be scrap, that can be collected and taken to a recycling facility for compensation. Any used and or removed construction materials or structural components that are taken out during demolition that can be collected and taken to a recycling facility for compensation. 2.0 – Policy It is the general policy of Keeley to act with honesty and integrity when accounting for surplus and scrap materials. At no time shall materials be willfully and purposely recycled. Scrap materials are the property of the client or the company and should be treated as such. 2.1 – Time & Material Projects On a Time & Material (T&M) project the client owns all scrap materials when the materials have been originally purchased by them. In this case it is the client’s sole responsibility to collect (or provide a collection receptacle), transport, and collect any applicable compensation. Should the Client turn the scrap materials over to Keeley a written notice of this action is required before taking ownership of the materials. In this case, please refer to section 2.2. 2.2 – Lump Sum Projects On a lump sum project where the original construction materials are purchased by the company, Keeley owns all of the scrap materials that may arise. In this case care shall be taken to collect all scrap materials throughout the construction process. The items shall then be transported to a recycling facility that will pay out the compensation in form of a check. This check shall be made payable to Keeley Construction. This check shall then be promptly mailed to the Ewing Keeley office. 3.0 – Mailing Instructions Please send the scrap compensation checks in the US Mail or via UPS to the following address. After mailing the check please follow up with an email to jridler@keeleyconstruction.com with any tracking information and to let him know to be on the lookout. Keeley Construction Attn: Josh Ridler 500 S Ewing Ave Unit G St. Louis, MO 63103
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