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Connect™

Unify Legacy Lotus Notes Data with Modern Salesforce CRM

Break down silos, automate workflows, and gain a 360° view of your business by integrating Lotus Notes with Salesforce using our intelligent iPaaS.

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The Challenge

The Challenge: Bridging Disconnected Legacy & Modern Systems

Many organizations rely on Lotus Notes for critical, long-standing business processes, while simultaneously leveraging Salesforce as their primary CRM. This creates a challenging environment where vital information is trapped in silos, leading to inefficiencies, data discrepancies, and a fragmented view of customer interactions.

  • Data Silos & Incomplete Customer Views: Critical customer, order, or case data resides in Notes, inaccessible to Salesforce sales and service teams, hindering a unified 'Customer 360' perspective.
  • Manual Processes & Data Entry Errors: Re-keying information between Notes documents and Salesforce records is time-consuming, prone to human error, and delays critical business cycles.
  • Lack of Real-time Visibility: Decisions are made on outdated information as updates in Notes (e.g., order fulfillment status, invoice approvals) are not immediately reflected in Salesforce.
  • Complex, Fragile Custom Integrations: Building and maintaining point-to-point integrations with Notes' legacy architecture is costly, requires specialized skills, and lacks scalability and resilience.
  • Governance & Compliance Risks: Inconsistent data across systems makes reporting, auditing, and adhering to compliance regulations cumbersome and risky.
Integration Diagram
Solution Illustration
The Solution

The Solution: Smart Integration for Lotus Notes & Salesforce with iPaaS

Our Integration Platform as a Service (iPaaS) provides a powerful, low-code solution to seamlessly connect Lotus Notes and Salesforce. It acts as the central nervous system, orchestrating complex workflows, transforming diverse data structures, and ensuring real-time data consistency across both legacy and modern systems.

  • Bi-directional Data Flow: Synchronize data in both directions for entities like customer records, cases, orders, and more.
  • Event-Driven Architecture: Trigger integrations in real-time based on changes in Lotus Notes (via DDS or agents) or Salesforce (Platform Events, CDC).
  • Advanced Data Mapping & Transformation: Handle Notes' semi-structured data and rich-text fields, transforming them into structured Salesforce objects.
  • Robust Error Handling & Monitoring: Centralized dashboards, automated alerts, and intelligent retry mechanisms ensure data integrity and operational uptime.
  • Secure & Compliant Connectivity: OAuth 2.0 for Salesforce, secure API key/credential management for Notes, and end-to-end encryption.
Implementation Timeline

Go live with Lotus Notes + Salesforce in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Lotus Notes and Salesforce, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Lotus Notes + Salesforce deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Comprehensive Solution Details

  • Bi-directional Data Flow: Synchronize data in both directions for entities like customer records, cases, orders, and more.
  • Event-Driven Architecture: Trigger integrations in real-time based on changes in Lotus Notes (via DDS or agents) or Salesforce (Platform Events, CDC).
  • Advanced Data Mapping & Transformation: Handle Notes' semi-structured data and rich-text fields, transforming them into structured Salesforce objects.
  • Robust Error Handling & Monitoring: Centralized dashboards, automated alerts, and intelligent retry mechanisms ensure data integrity and operational uptime.
  • Secure & Compliant Connectivity: OAuth 2.0 for Salesforce, secure API key/credential management for Notes, and end-to-end encryption.
  • Scalable Performance: Optimize data transfers with batching, bulk APIs, and caching for high-volume operations.

Technical Integration Details: Connecting Lotus Notes & Salesforce

Our iPaaS facilitates a robust, secure, and scalable integration between Lotus Notes and Salesforce by leveraging the strengths of both platforms' API capabilities and abstracting away their complexities. This enables flexible data exchange and workflow orchestration tailored to your business needs.

Data Flow Steps

Connectivity Setup: Configure secure connections using iPaaS connectors for Lotus Notes (via HCL Domino Data Service - DDS or custom web agents) and Salesforce (OAuth 2.0 via Connected Apps).

Entity Selection & Schema Discovery: Identify key entities for synchronization (e.g., Notes 'Order Record' to Salesforce 'Order'). The iPaaS automatically discovers available fields and data types from both systems.

Data Mapping & Transformation: Visually map fields between Notes' often semi-structured documents and Salesforce's structured objects. Apply AI-assisted transformations for data cleansing, enrichment, and format conversion.

Workflow Design & Orchestration: Create integration flows using a drag-and-drop canvas. Define triggers (e.g., Notes document creation/update, Salesforce Platform Event), conditional logic, and sequential actions.

Error Handling & Monitoring: Implement comprehensive error handling strategies including automatic retries, dead-letter queues, and real-time alerts. Monitor integration health via centralized dashboards.

Deployment & Governance: Deploy integration flows to various environments (Dev, QA, Prod) with version control, automated testing, and centralized governance policies.

Data Touchpoints

Lotus Notes: Documents (Order, Invoice, Case, Customer, Product, User), Views (for filtered data retrieval), Agents (for custom logic or event emission), Attachments.
Salesforce: Account, Contact, Opportunity, Order, OrderItem, Product2, PricebookEntry, Case, Lead, User, Custom Objects, Attachments.

"Lotus Notes (DDS/Agent) <-> iPaaS (Connectors, Mapping, Transformation, Orchestration) <-> Salesforce (APIs, Platform Events, CDC)"

Pricing

Simple, transparent pricing for Lotus Notes + Salesforce.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Innovative & Robust

How Middleware Integration Works

Benefits of Integrating Lotus Notes

Integrating Lotus Notes fosters greater efficiency and data accuracy. Automate your critical business processes to deliver consistently outstanding results.

Hover over the steps on the right to see detailed integration points.
Data Mapping

Key Entities & Intelligent Mapping for Notes & Salesforce

Seamless integration relies on accurate mapping and transformation of data entities between Lotus Notes' flexible document model and Salesforce's structured objects. Our iPaaS provides robust capabilities to harmonize these diverse data structures.

Customer / Account

Synchronizing customer records to ensure a consistent view across sales, service, and legacy operations.

Lotus Notes Fields

Lotus Notes Document (e.g., 'Customer Record' Form): CustomerID (unique ID), CustomerName, Email, Phone, Address, Status, NotesUNID (Universal ID)

Salesforce Fields

Salesforce Account: Name, BillingAddress, Phone, Website, Industry, ExternalID_c (for Notes CustomerID) Salesforce Contact: FirstName, LastName, Email, Phone, AccountId, ExternalID_c (for Notes contact ID)

Mapping Notes

CustomerID from Notes should map to a custom 'ExternalID_c' field on Salesforce Account/Contact for upsert operations. Deduplication logic is crucial to avoid creating duplicate Accounts/Contacts if they already exist in Salesforce. Notes 'CustomerName' might need parsing into Salesforce 'FirstName' and 'LastName' for Contacts.

Next Steps

See Lotus Notes + Salesforce integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo
Real-World Applications

Integration Use Cases

Explore how the integration behaves in real business scenarios, with clearly defined steps, outcomes, and execution patterns.

Customer Service Case Synchronization (Notes to Salesforce)

Ensure customer service cases originating in a legacy Lotus Notes application are immediately visible and actionable within Salesforce Service Cloud, allowing for unified support.

Integration Steps:

  1. 0 A new 'Case/Ticket' document is created or updated in Lotus Notes.
  2. 1 A Lotus Notes agent or DDS webhook notifies the iPaaS of the change.
  3. 2 The iPaaS extracts relevant fields (CaseID, Subject, Description, CustomerID, Status) from the Notes document.
  4. 3 Data is transformed to match Salesforce 'Case' object schema, with Notes UNID stored as an 'ExternalID_c'.
  5. 4 A new 'Case' record is created or updated in Salesforce Service Cloud.
  6. 5 Salesforce agents can now view and work on the case, with updates bi-directionally flowing back to Notes.

Business Outcome

Reduced customer response times, consistent customer experience, unified agent view of interactions, improved case resolution rates.

Frequency

Real-time (event-driven)

Business Value

Key Integration Benefits

Discover the strategic advantages and business value of seamless integration between your systems.

Streamlined Operations
Automate manual data entry and reconciliation tasks between Notes and Salesforce, freeing up valuable employee time.
Enhanced Customer View
Provide sales and service teams with a complete, real-time 360-degree view of customers, cases, and orders directly in Salesforce.
Faster Business Cycles
Accelerate sales cycles, order fulfillment, and service resolution by ensuring critical data flows instantly between systems.
Improved Data Accuracy
Eliminate data discrepancies and ensure consistency across Lotus Notes and Salesforce with intelligent validation and transformation.
Reduced IT Burden
Leverage low-code tools and AI to empower business users, reducing reliance on specialized IT resources for integration development and maintenance.
Future-Proof Your Business
Modernize your legacy Notes applications by integrating them into your broader enterprise ecosystem, extending their lifespan and value.
✨

Streamlined Operations

30% Reduction in manual data entry

📋 What You Get

Automate manual data entry and reconciliation tasks between Notes and Salesforce, freeing up valuable employee time.

💼 Business Impact

This benefit directly contributes to 30% improvement in Reduction in manual data entry, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Lotus Notes + Salesforce in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Lotus Notes and Salesforce, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Lotus Notes + Salesforce deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Technical Documentation

API Endpoints & Data Logic

Technical details for developers and architects.

Method Endpoint Purpose
GET, POST /api/data/{databaseName}/api/data/documents Retrieve or create Lotus Notes documents from a specific database via Domino Data Service (DDS).
GET, PUT, PATCH /api/data/{databaseName}/api/data/documents/{unid} Retrieve, update, or partially update a specific Notes document by its Universal ID (UNID) via DDS.
GET /api/data/{databaseName}/api/data/views/{viewName}/documents Retrieve filtered/sorted documents from a specific Notes view via DDS, useful for batch processing or specific queries.
POST /api/custom/{databaseName}/{agentName} Invoke custom Lotus Notes agents exposed as web services for complex business logic, event emission, or legacy interactions.

⚡ Transformation Logic

  • Field Renaming/Mapping: 'CustomerID' (Notes) to 'ExternalID_c' (Salesforce Account).
  • Data Type Conversion: Notes 'Text' field to Salesforce 'Number' or 'Date'.
  • Rich Text to Plain Text/HTML: Extracting content from Notes rich text fields for Salesforce 'Description'.
  • Lookup/Reference: Matching Notes 'CustomerID' to existing Salesforce 'Account.ExternalID_c' to find 'AccountId'.
  • Conditional Logic: If Notes 'OrderStatus' is 'Approved', set Salesforce 'Order.Status' to 'Activated'.
  • Concatenation/Splitting: Combine Notes 'FirstName' and 'LastName' into Salesforce 'FullName' or vice-versa.

🛡️ Error Handling

  • Data Format Mismatch: Notes sends a date in a format Salesforce doesn't recognize.
  • Required Field Missing: A mandatory Salesforce field is not populated from Notes data.
  • API Rate Limit Exceeded: Too many calls to Salesforce within a given period.
  • Duplicate Record: Attempting to create a Salesforce record that already exists without proper upsert logic.
  • Access Denied: Integration user lacks permissions in Notes or Salesforce.
  • Legacy Notes Application Error: A custom Notes agent fails during execution.
Pricing

Simple, transparent pricing for Lotus Notes + Salesforce.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Support & Information

Frequently Asked Questions

Common questions about integration implementation, security, and best practices.

General FAQs

▸ Can Lotus Notes really integrate with modern cloud CRMs like Salesforce?
Absolutely. While Lotus Notes is a legacy system, modern iPaaS platforms provide the necessary connectors, mapping engines, and orchestration layers to seamlessly integrate it with cloud CRMs like Salesforce. This involves exposing Notes data via APIs (like HCL Domino Data Service - DDS) and transforming it into formats compatible with Salesforce.

Challenges FAQs

▸ What are the common challenges when integrating Lotus Notes with Salesforce?
Common challenges include Lotus Notes' semi-structured data model, reliance on legacy integration methods (e.g., custom LotusScript agents), lack of standardized REST APIs in older versions, and the complexity of its security model. Our iPaaS addresses these by providing robust data mapping, API-first connectivity (e.g., via DDS), AI-assisted transformations, and secure credential management.

Technical FAQs

▸ How can I achieve real-time data synchronization between Lotus Notes and Salesforce?
Real-time synchronization is achieved by adopting an event-driven architecture. This involves configuring Lotus Notes agents to emit events (e.g., on document creation/modification) that an iPaaS can listen for via webhooks or custom API endpoints. The iPaaS then immediately processes and pushes these updates to Salesforce, often leveraging Salesforce Platform Events or Change Data Capture (CDC).
▸ How do you handle rich-text fields and attachments in Notes during integration with Salesforce?
Rich-text fields often require specific handling; our iPaaS can extract the plain text content or convert it to HTML/Markdown for compatibility with Salesforce's rich text fields. Attachments can be extracted from Notes, stored in Salesforce Files or an external document management system, with their links stored back in the target Salesforce record.

iPaaS FAQs

▸ Is low-code/no-code suitable for Lotus Notes Salesforce integrations?
Yes, low-code/no-code platforms are highly suitable. The iPaaS itself provides a visual, low-code interface to design integration flows that connect to Notes and Salesforce, abstracting away underlying complexity. This empowers business analysts to build and maintain workflows without extensive coding, significantly accelerating development and reducing IT dependency.

AI Features FAQs

▸ How does AI enhance Lotus Notes Salesforce integrations?
AI significantly augments these integrations by providing automated data validation, anomaly detection (e.g., flagging unusual order values from Notes), intelligent mapping suggestions for complex Notes fields, and smart routing for workflow documents. It can also assist in extracting structured data from unstructured or rich-text Notes fields for Salesforce compatibility.

Security FAQs

▸ What security considerations are important for Lotus Notes Salesforce integrations?
Key security considerations include using TLS/SSL for all data in transit, securing API endpoints with OAuth 2.0 or API keys via an API Gateway, strictly managing database ACLs (Access Control Lists) for integration users in Notes, and storing credentials securely in the iPaaS vault. Regular security audits are also crucial.
Implementation Timeline

Go live with Lotus Notes + Salesforce in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Lotus Notes and Salesforce, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Lotus Notes + Salesforce deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Pricing

Simple, transparent pricing for Lotus Notes + Salesforce.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Next Steps

See Lotus Notes + Salesforce integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo