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In this post, we will discuss what is salesforce integration, Salesforce Integration Processes, and different ways to integrate salesforce. Stay tuned and read this post…
Salesforce has been helping organizations manage their customer databases for more than two decades. It provides the right blend of process automation and personalization to the users to tailor their services based on the specific requirements of the customers.
However, if you are willing to extend the functionality of the CRM giant and merge it with another suitable platform, you can do so with the help of Salesforce integration.
About Salesforce Integration
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What Is Salesforce Integration?
Salesforce integration is the process of merging the data and functionality of Salesforce with another application to provide a unified experience to users. This allows you to provide your team with a perfect mix of features related to both platforms.
Salesforce users often face data reconciliation problems between two platforms and switch between them while carrying out certain activities. Salesforce integration frees them from this problem and gives them a centralized platform to be done.
For example, the Salesforce PayPal integration will allow you to use your Salesforce organization as a payment gateway. Similarly, Salesforce Twilio integration will streamline your communication processes with your customers.
Related Post: What is Salesforce in Hindi
Salesforce Integration Processes
There are two major approaches to complete the process of Salesforce integration – app-based and code-based.
✔️App-based Salesforce Integration
As the name suggests, app-based Salesforce integration is done using dedicated applications. These apps allow users to integrate data between two apps and develop a unified platform with a few simple clicks.
In order to integrate your Salesforce CRM with the appropriate applications, you will need a robust and seamless integration platform that facilitates the seamless transfer of data between the two applications.
Some popular third-party apps that facilitate effective Salesforce integration include Zapier and Jitterbit.
✔️Code-based Salesforce Integration
In addition to using dedicated applications, Salesforce integration can also be done with the help of a programming language. Using Apex is the most common example of code-based Salesforce integration. It is a proprietary programming language with syntax similar to Java.
Some of the main benefits of doing code-based Salesforce integration using Apex include:
- Built-in support for the Salesforce Lightning Platform
- It is easy to use and understand
- Suitable for different API versions
- The programming language can be hosted on the Lightning platform and can be completely controlled by it.
Different Ways To Integrate Salesforce
Salesforce integration can be done for different layers within your CRM platforms, such as data, user interface, and business logic.
✔️Business Logic Integration
Business logic integration involves using Apex Web Services for inbound and Apex Callouts for outbound to handle business logic across different applications and complete end-to-end business processes.
✔️User Interface Integration
This integration revolves around allowing users to log in to various applications from a unified platform. The approach here is similar to that of Facebook, where multiple application vendors can post content on the same platform.
With data integration, you can use REST or SOAP APIs to allow a centralized application in your organization to act as the principal source of a specific business object. Such integration does not require any coding and cannot be used to implement any custom logic.
Salesforce Integration Checklist
Before you proceed with Salesforce integration, make sure you follow this checklist to ensure a smooth and effective integration process:
The most important aspect of Salesforce integration is developing a comprehensive implementation plan. Like any other project, the integration process requires you to create a project timeline and clearly define the objectives you are willing to achieve.
Make sure you list all the technical requirements for integration with the major goals to be achieved. Have a clear mission and vision before starting the implementation. Make sure you identify the owner and the data involved in the integrated application you are going to build. Also, make sure you have a thorough understanding of integration standards and practices when planning.
Understanding Both The Applications
It is important for a developer to understand both the applications they are willing to integrate, one of them being the Salesforce app. In order to be well versed with the apps, it is advisable to spend more time preparing the necessary data for integration. This will help the developer to understand the interdependence of both applications.
It is also important to ensure that both the applications have the same data architecture in order to have a smooth and seamless integration. Lastly, it is important to ensure that APIs are enabled on both applications and focus on API limitations before proceeding with the integration process. Salesforce integration is part of Salesforce.
Understanding The Processes Involved
As well as the applications to be integrated, it is important to be well-versed in the processes that you need to accomplish using the integrated platform. This will help you provide your team with a platform that is tailored according to their needs and preferences.
To understand the processes involved, make sure you identify the endpoints in both applications. Check the provision of effective connections to complete custom integration and third-party integration tools. For each application involved, determine the performance of data delivery to ensure smooth and hassle-free transfer of data.
In addition, to prevent unauthorized access to data and unwanted data breaches, it is advisable to use IP whitelisting. This will allow users to access your data and only allow trusted users to make changes to your database.
Reviewing API limits for both applications
- Identifying integration type (real-time or batch integration)
- System authentication monitoring
- Creating custom APIs to call third-party APIs for additional data needed
- Understanding the available configuration options
- Being aware of information that is not transferred between the two platforms
The Last Point
Salesforce integration allows developers to extend the functionality of Salesforce and helps users to save their time and effort in using related tools from different platforms. Whenever you plan to go ahead with Salesforce integration, it is always recommended to take the help of integration experts to get the best results.