From the Blog

An icon for a calendar


Integration Patterns: Harnessing Better Value from Salesforce

Salesforce, the cloud-based CRM, is potentially disruptive and considered one of the core components to enabling digital transformation initiatives. This top-driving technology further opens up infinite possibilities when integrated with other application networks. By enabling connections, the capability of Salesforce can be extended to diversified processes for delivering strategic value and solutions to customers. Salesforce offers some integration design patterns that help companies integrate data between Salesforce and other API Interfaces. This blog illustrates these Salesforce integration patterns and best practices in detail.

This legacy modernization drive can help in setting up a robust quote to cash models, improving channels & multiple routes to market, building partner-facing frameworks, improving experiences, and creating revenue streams for the business.

However, there are intense transformational challenges in integrating Salesforce with existing and complex legacy environments. Adeptia Connect offers prebuilt connectors which accommodate industry best practices and Salesforce integration patterns under their hood.

Organizations planning for new company initiatives, mergers & acquisitions, and robust partner ecosystems can make use of these real-time integration patterns to streamline their information lifecycle management.

What Are Those Salesforce Integration Patterns Which Adeptia Connect Accommodates?

An Integration pattern is a systematic framework used by middleware to solve any particular application integration issue and move data objects. Adeptia offers custom template formats to integrate Salesforce with other applications such as SAP. These templates are built on industry best practices and are extendable and reusable.

Integration Patterns: Harnessing Better Value from Salesforce

Data Migration: Data Migration is a Salesforce integration pattern where only specific data elements are moved from one application to another application. It enables non-technical business users to create automated integration services to share data across multiple teams. This pattern dynamically enables teams to migrate chunks of data to and from the Salesforce database. Business teams can create reusable services and share any part of Salesforce data with business partners to save time, money, and resources.

Adeptia Connect provides a simple, easy-to-use wizard for data migration that combines MDM, application integration, and data integration to improve productivity. The solution offers an intuitive web-based interface which automates field mapping tasks and provides an enhanced ability to go through lookup fields and update records. The tool effectively synthesizes traditional and new interfaces to deliver superior data connectivity with Salesforce. For migrating Salesforce data, the solution provides a shared template across applications.

Integration Patterns: Harnessing Better Value from Salesforce

Bidirectional SynchronizationCombining different data sets in different systems and maneuvering them simultaneously is known as Bi-directional Synchronization. This integration pattern proves highly useful when different systems use the same data for different functions. It maintains a consistent view of the same data.

Adeptia Connect helps teams perform a seamless bidirectional synchronization with all standard custom objects in Salesforce in less than an hour. The tool creates automated steps for data duplication and lookups. IT bi-directionally synchronizes Salesforce data with any application of choice. The custom-made tool ensures that all sales orders and purchase invoices are uploaded to multiple systems with precision.

Integration Patterns: Harnessing Better Value from Salesforce

Unidirectional Sync from One to Many: Also known as ‘One to Many Pattern,’ Unidirectional Sync is an integration pattern where data is transformed from a single source point to multiple systems. This pattern provides flexibility to teams in seamlessly moving data between different systems and keeping it updated. Being one of the best Salesforce SAP integration practices, it is helpful for transforming business data from Salesforce to SAP or Siebel and updating Salesforce data.

This pattern in Adeptia Connect ensures that systems in an application network have real-time access whenever there is an update in any one of them. The solution leverages a high availability approach to ensure that there is no data loss during unprocessed events. To enable users in understanding the data flow processes across multiple systems, Connect 2.0 creates a real-time reporting dashboard that provides updates on a frequent basis. It carries an array of components to broadcasting important pieces of information to more than one system.

Integration Patterns: Harnessing Better Value from Salesforce

Data Aggregation: Aggregation is a Salesforce integration pattern where data from multiple sources is moved into a central source. It is the most simple and customized way which transforms data into any format. This pattern helps in orchestrating APIs, modernizing systems, deriving business intelligence, and pulling data from different systems.

Data aggregation patterns of Adeptia Connect produce required data sets by moving unstructured data swiftly and securely. These templates help in collecting reports, compliance data, etc. and orchestrating them to produce desired data sets. A user can not only pull data from multiple sources in real-time i.e. perform real-time integration, but also create data lineage for further classifying it.

Integration Patterns: Harnessing Better Value from Salesforce

Correlation Identifier: Correlation is an advanced Salesforce integration approach which identifies common data sets to conduct a bidirectional sync on them. It creates new records if the records are available in one system and absent in another. It proves to be highly useful for use cases where two different systems want to share different data but have similar record types.

Adeptia Connect offers comprehensive correlation templates to merge datasets and address complex integration needs. The solution ensures consistency between datasets while integrating systems with Salesforce. After aggregating the data from different sources, a user can further convert the data or parts of data to .CSV, JSON or even XML format. The users can define how integrated data will be instantiated and new fields will be provisioned for it. Further, a user can expand the template for adding additional outbound flows to the main flow for inserting data into different systems.

Any business operation which wants to become more agile and customer focused is moving on to the cloud where Salesforce is the CRM of choice. To harness the CRM more effectively and drive innovation, Adeptia Connect offers standard connectors which are built on industry best practices and patterns. Adeptia Connect provides transformational Salesforce connectors to grow partner networks, reduce technological risks, support sales cycles, and improve customer networks.