How to Make Salesforce Integration Effective?

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Salesforce integration is somehow an imperative aspect for every small, medium, or large business organization that is using Salesforce or its business process management. Salesforce integration can empower this cloud-based CRM in many ways. Several organizations are using many other apps apart from their CRM to manage the business processes. By integrating those apps with this powerful CRM, they can ripe many benefits that may provide them with a facility to achieve their business goals conveniently and quickly. 

Today through this, post, we will see the introduction to Salesforce integration in detail and know some pre-integration aspects for any size and type business organization.

Importance and Introduction of Salesforce Integration

Salesforce is one of the largest CRM service providers across the globe. Today several organizations are using the CRM to ease the business operation and provide better customer service. Salesforce service, marketing, and sales cloud leverage the organizations in managing overall business operations. 

Apart from Salesforce, some other apps like Gmail, Microsoft word, MailChimp are some of those few apps that are being used by the organizations to manage other business related activities like sending bulk emails, creating business collaterals, reports and many other.

Through Salesforce integration, these activities can be easily managed and executed. Many of the business activities of the organizations can be carried and managed in an improved manner through third-party apps. Salesforce AppExchange platform has plenty of business operation beneficial applications that can be downloaded and configured by the business owners to streamline their business operations. These apps can help them in integrating Salesforce with other third-party apps.

As a result of Salesforce integration, the employees or CRM users do not have to switch in between Salesforce and other apps; simply just from within Salesforce, they can access all functionalities of the third-party app.

Benefits of Salesforce Apps

As it might be clear to you what Salesforce Integration exactly means? Now let us discuss the real benefits of Salesforce integration for business organizations:

  • Easy Data Access: Through apps integration, the data of other apps can be easily accessed to and from both the apps. By having more meaningful data, you can easily convert it to meaningful information. With the help of such organized and compiled information, you can make better business decisions.
  • Improved Productivity: Data processing can be performed in many ways, and therefore, it can be used by almost every other related system. Manual data compilation can lead to several errors, while with the help of automated data processing, such errors are minimized up to a great extent. In short, you can get quick and error-free results.
  • Meaningful and Insight Reports: As the managers can get more meaningful and managed reports so they can make well-informed and structured business decisions.
  • Codeless Automated Workflow: The integrated systems and apps work collaboratively, so just through point and click automation of workflow the organizations can easily achieve their business goals.

Salesforce integration can provide you with high ROI, and all problems can be resolved without coding. So it has many direct and indirect benefits.

Considerable Aspect for Pre Salesforce Integration

Well, Salesforce integration is the process to connect two or more applications in the way so that the data can be accessed or shared by both of them, and it can be easily synchronized and exchanged. Well-managed integration can speed-up business productivity and provide compiled information. Here let us discuss some of the considerable aspects before Salesforce Integration:

A) Frequency of Data or Information Movement Between Systems

Know the time to move data between both the systems. After extracting the data that needs to move to know the data movement direction and synchronization speed and frequency for a certain period.

B) Identify the Integration Type – Real-time or Batch?

As soon as any record is created or updated, the information gets updated in case of the real-time system. Batch integration occurs at some specific time interval that may not be immediate. For every integration project, you should know the type and frequency of the same.

C) Integration Fields and Object Involvement

Know what and which field needs to be integrated and mapped with which of the other field? You should know the exact relationship between these two objects and fields. For this, you may need the object schema or structure.

You can successfully dodge all mistakes by addressing all considerable aspects that may make your integration unsuccessful. Every integration process involves the following three steps:

Here pre-planning involves goal identification and description; it may also involve decision making process and identification of goals and defining a strategy to attain these goals. You should also allow participants to express and recommend all possible concerns. Here also try to define and express all of such information that may be imperative for implementation.

Salesforce integration is considered as a successful one if and only if clean, well-complied, and accurate data flows between both the applications. Every business must try to avoid any of such mistakes that can make the integration unfruitful. By avoiding some or all of such mistakes, you can get the proper and complete integration. Here are some mistakes that may make integration unsuccessful:

  • Absence of Clear Scope
  • Failing in System Documentation in Report Generation
  • Bad Data Propagation
  • Unawareness of Working of System Data Integration
  • Absence of Data Management Strategy
  • Ignorance of Data Rate Limits
  • The omission of Quality Assurance and User Acceptance Testing

Conclusion

Salesforce integration is an important aspect, and every organization has to undergo several steps for that. Through AppExchange like the platform that is availed by Salesforce itself, you can get plenty of fruitful apps that may make this integration successful. Organizations can ripe several benefits through its strategic and well-planned process. By considering the aspects that can make this integration unsuccessful, you can easily integrate various third-party apps and ripe business benefits.

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