Understanding the Tenets of Salesforce Integration
Salesforce is a cloud-based platform that offers on-the-go access to critical processes such as sales and marketing, reporting, etc. Connecting it with other tools helps businesses tie different processes together and improve their efficiency. When implemented with a strategic plan-of-action, Salesforce integration services can bring a sea change to an organization’s productivity.
How does Salesforce integration work?
Salesforce integration assists in accessing applications that are not native to the Salesforce platform. Almost any application can be integrated with Salesforce. Integration experts follow different integration processes such as using a programming language like Apex, also known as code-based integration, or using an integration platform like Informatica, Dell-Boomi, Zapier, or Jitterbit, also known as app-based integration.
In addition, there are different types of integrations possible such as batch integration, real-time integration, near real-time integration, Force.com, Canvas, AppExchange, real-time mashups, or other mashups. Batch integration is the most common of them and used for data that is not very dynamic. While real-time integration is ideal to automatically manage and access dynamic data such as customer purchases, or sales and marketing leads.
What are some major ways to integrate apps with Salesforce?
There are different types of layers within any business application such as user-interface, business logic, and data layers. Salesforce can be integrated with applications in any of these three ways. User interface integration allows users to enter different apps from one platform. Business logic integration helps in taking the business logic of varied applications into account and streamlining the entire business process. Whereas data integration enables data synchronization allowing a single platform to be a major source for data communication and transfer.
How to ensure a fool-proof Salesforce integration?
Here are some steps to follow while carrying out Salesforce implementation services –
Identifying business needs
The integration team must start by understanding the business needs and finalizing the technical requirements of the project. They must articulate the goals of the project, identify the data and the users involved, and document the integration standards they must adhere to.
Understanding the integrated apps
The second and most important step is to study the apps to be integrated by learning about their data, architecture, and the level of dependency on those apps. It is also critical to ensure that the API limits do not cross 1 lac API calls/day.
Mapping the data flow
Understanding the data flow and mapping is crucial to provide for efficient connection during app integration. It helps in identifying the endpoints for data flow and then staging the data accurately before the transmission begins. It also enables the whitelisting of trusted users to access data. All of this aids efficient data delivery to different applications without compromising data security and quality.
Catapult your business to success with Salesforce integration Companies often prefer experts who can provide meticulously planned and executed Salesforce integration services. Get in touch with a Salesforce implementation services partner like Manras Technologies and benefit from the transformation they can bring.