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


March 4, 2026
Purpose Keeley Construction is committed to improving safety, sustainability, and operational efficiency across all projects and facilities. The Closed Loop PPE Recycling Program provides a structured process to collect, clean, inspect, and reuse certain PPE items rather than immediately disposing of them. Through this program, PPE items are collected, transported to a recycling partner, laundered, inspected for quality, and returned for reuse when appropriate. The goal is to reduce waste, extend the life of PPE, and support Keeley’s sustainability initiatives. The program supplements existing PPE purchasing practices and does not replace the need to maintain adequate PPE inventory on site. Scope This policy applies to: Keeley Construction offices and job sites participating in the PPE recycling program Team members and supervisors responsible for PPE usage Safety and operations personnel overseeing jobsite compliance Facilities participating in PPE collection and distribution The program currently includes PPE types such as: High impact gloves Dipped gloves Insulated gloves Leather gloves Safety vests These items are collected, sorted, cleaned, inspected, and paired for reuse when possible. Program Overview The PPE recycling process consists of three primary steps: 1. Collection Used PPE is deposited into designated 55-gallon collection drums located at approved facilities or job sites. These drums are labeled and provided as part of the recycling program. Only approved PPE items may be placed in these containers. 2. Processing and Laundering Collected PPE is transported to the recycling partner’s facility where items are: Sorted and evaluated Laundered and sanitized according to manufacturer guidelines Metal detected and inspected for quality control Items that meet safety and quality standards are prepared for redistribution. Items that fail inspection are removed and documented as scrap. 3. Return and Reporting Clean PPE is returned to Keeley facilities along with processing reports documenting: PPE items recovered Scrap quantities Sustainability metrics These reports help track waste reduction and provide visibility into PPE lifecycle management. Safety and Compliance Requirements To maintain compliance with the recycling service agreement: Only non-hazardous PPE may be placed in collection containers. PPE contaminated with hazardous materials, regulated chemicals, or biohazards is strictly prohibited. Any excluded materials remain the responsibility of the facility generating the waste. Team members must follow all OSHA and company safety procedures when handling used PPE. Site Responsibilities Each participating site is responsible for: Maintaining proper PPE inventory levels Ensuring only approved items enter recycling containers Keeping collection areas organized and accessible Coordinating collection schedules with the recycling provider Supporting program tracking and reporting This program is intended to reduce PPE replacement costs and waste, but it does not eliminate the need to purchase new PPE when items are damaged or unsafe. Sustainability Impact By participating in the PPE recycling program, Keeley facilities can: Reduce PPE waste sent to landfills Extending the lifespan of PPE equipment Support broader sustainability and environmental goals The program supports responsible resource management and contributes to waste reduction initiatives across operations.
March 4, 2026
Let’s talk about idle time. In January, Keeley drivers logged more than 720,000 miles. That’s a lot of movement, a lot of work getting done, and a lot of progress being made on our jobs. But our scorecard also showed something worth paying attention to: our company-wide average idle rate is 30.6%. That means almost one-third of the time our engines are on, they’re not actually moving us forward. No one leaves a vehicle running on purpose to waste fuel. It usually happens in small moments — waiting on a load, sitting through a delay, warming up longer than needed, or just getting distracted. But those small moments add up. Across our groups, we’re seeing idle rates range from 20% all the way into the 40% range. That tells us something important: this isn’t about equipment; it’s about habits. Some teams are already proving that lower idle time is possible. And this isn’t just about “being green”. When we let engines idle longer than necessary, it impacts: Fuel costs on our jobs Wear and tear on our trucks and equipment Air quality on and around our jobsites The overall efficiency of how we operate It’s not dramatic. It’s just real. Idle time is one of those things that quietly reflects how tight we run our jobs. When crews are communicating well, when staging is coordinated, and when drivers and operators are thinking ahead, idle time naturally drops. It’s a byproduct of being dialed in. The good news? Fixing it doesn’t require new technology or big changes. It starts with awareness. Simple things make a difference — like shutting down during extended waits, avoiding unnecessary warm-up time, and talking through load timing so trucks aren’t sitting. No one expects perfection. But even a few percentage points of improvement across Keeley would mean real fuel savings and fewer unnecessary emissions across hundreds of thousands of miles. Next time you’re sitting in a running vehicle, ask yourself: Do I need this on right now? One decision doesn’t change much. But hundreds of those decisions do. That’s how culture shifts happen. That’s KeeleyGreen.
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