Salesforce Integration is one of the highest priorities for multitude of organisations for many reasons. Some of the good reasons why salesforce integration is important are because of effortless access to data, streamlines communication, automated workflows, thereby improving productivity and revenue generation. For better results, a deeper understanding of salesforce goes a long way.
Here are some of the effective and significant things to know for salesforce integration.
- Creating an effective org strategy
Org is an instance for Salesforce. Majorly all the organisations use Salesforce orgs, while many need connectivity between them. To achieve this, enterprises need a full-proof "Org Strategy."
Some questions which you need to ask while carving out a successful org strategy.
Is the present organisation 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 realised by initiating the process of consolidation of Orgs?
- Document the information which are need to flow between the systems
When you are carrying out Salesforce integration, it is important to consider the movement of data from source application to the salesforce org. Many factors play vital role here such as regulatory and data currency.
Another important thing to consider is mapping our the amount of data that needs to flow from one system to another. After identification, the next thing to consider is determination of the directions of data which needs to be moved and how often.
- 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.
- Determining the integration type: 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.
- Identification of your configuration choices
Salesforce provides creative choices for integration without any need for coding. The creative choices are beneficial for meeting simplified integration needs, saving significant time, effort and money.
Additionally, you can also make use of enterprise integration applications for salesforce integration with other complex systems smoothly. This, as a result, helps to:
Automate business processes from end to end.
Streamline Integration of cloud-based Salesforce to other cloud-based applications and on-premises systems.
Allow monitoring, alerting, and offer an easy way to handle errors on your Salesforce side.
Improve user experience and deliver consistent customer experience through a centrally managed web-based interface.
Provide scalability to effectively tackle future scenarios.
Finally
Organizations that keep in mind all the 5 points in mind and avoid common mistakes has increased chances for Salesforce integration success.
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