From the Blog

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2019-12-19

Salesforce Integration: Five things you need to Know

Salesforce integration is a high priority for a multitude of organizations for a good reason. It provides effortless access to data, streamlines communication, automates workflows, thereby improving productivity and revenue generation.But for better results, a deeper understanding of Salesforce can go a long way.

Here are a few questions we suggest you consider on an architectural level when architecting your salesforce integration solution.

1. Make an Effective Org Strategy

Org is a specific instance of Salesforce. A majority of organizations use many Salesforce orgs, while many need connectivity between them. To achieve this, enterprises need a full-proof “Org Strategy.”

Ask the following set of Questions to carve out an effective org strategy.

  • Is the present organization structure supporting or opposing the business?
  • Has the integration effort been masking a basic issue?
  • Can a significant integration project be undertaken when the greater business benefit would be realized by initiating the process of consolidation of Orgs?

2. Document what and how often information needs to flow between systems

While executing Salesforce integration, movement of data from the source application to the salesforce org must be taken into account. A lot of factors play a significant role here such as regulatory and data currency.

One must take time to map out the amount of data that needs to flow from system to another. Once the data has been identified, you must determine which direction the data needs to move and how often.

3. Review your API limits

Like Salesforce, there are certain external systems with an API that place limits on data transfers and exchange. Organizations must be ready for these restrictions by documenting the limits for all systems involved in the integration.

4. Determine the Type of Integration used: Real-time or Batch

While real-time integration happens as soon as the record is either created or updated, batch integration takes place at regular intervals. Before beginning a Salesforce integration project, one must identify the specific method used for integrating applications.

5.Identify your Configuring Options

Salesforce offers out-of-the-box options for integration without the need for coding. The options are useful for meeting simpler integration needs, saving significant time, cost, and effort.

In addition, you can make use of enterprise integration applications to integrate Salesforce with other complex systems seamlessly. This, as a result, helps to:

  • Automate business processes from end to end.
  • Streamline Integration of cloud-based Salesforce to other cloud-basedapplications and on-premises systems.
  • Allow monitoring, alerting, and offer an easy way to handle errors on your Salesforce side.
  • Improve user experience anddeliver consistent customer experience through a centrallymanagedweb-based interface.
  • Provide scalabilityto effectively tacklefuture scenarios.

Final Word

Organizations that take all these 5 points in mind anddodge the common mistakes can boost their chances of Salesforce integration success.

Want your business to hit a home run?