Top 9 Strategies to Successful Salesforce Integration


Salesforce Integration- this is the powerful process that can transform your CRM experience, your business bottom line, your business’s infrastructure, your business’s in-house software and the list goes on and on. Before we address anything about Salesforce Integration, let us first understand what Salesforce Integration is.

Salesforce Integration refers to the combining of any tool, software or platform with Salesforce, in as much as they both become one single platform. By way of this integration, you can have the functionality of both the platforms at one place.

I am sure all this must have been sounding like a cake walk for you, but, trust me, it is not. You have to be really careful while integrating any tool, software, platform etc with your Salesforce instance.

Top 9 Strategies to Successful Salesforce Integration

Our today’s discussion is going to be based on this prudence only. We are going to discuss 9 strategies for a Successful Salesforce Integration. Here we go!

1). Look for a Platform Approach

The integration platform as a service (iPaaS) offers one place to make, test, and convey the majority of an organization’s integrations. A stage gives a reliable method to associate cloud administrations, on-premises applications, cell phones, and so on. This consistency makes it simpler to make, oversee, and even alter mixes as business needs advance. A unified methodology makes it less demanding to exchange duty of who deals with these integrations’ streams starting with one client then onto the next. A single environment likewise makes it less demanding to deal with the majority of the distinctive interfaces between frameworks.

2). Pick a Solution that has a Connector to Salesforce

Choose an iPaaS vendor that has a pre-manufactured connector to Salesforce. A connector is intended to disentangle the association or the incorporation to an outsider framework. It does practically everything like realizing what sort of combination is required in any given circumstance. On the off chance that the merchant has such a connector, negligible exertion will be expected to incorporate with that framework. On the off chance that the integration benefit offers a Salesforce connector, that is a decent start, yet dig more profoundly to discover how powerful it actually is.

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3). Rely on Solutions from Integration Experts

Integrations can go from easy to profoundly modern. They are seldom static. When an integration is manufactured, it ordinarily needs frequent updating in light of the fact that groups rearrange, forms change, and data ends up being accessible or should be accessed by another element. Business procedures and associations are always showing signs of change, so once in a while will an integration stay as it was first manufactured. More data is continually getting to be accessible, or similar data is required in another place. Work with an organization that has a demonstrated reputation in managing the present computerized business necessities and is a notable company in the integration field.

4). Find an IPaaS that Supports All Types of Users

Locate a progressed iPaaS arrangement that is to a great degree easy to understand and does not expect IT to set it to up or convey integrations. Pick a device that can bolster both business clients (specially appointed integrators) and engineers. It ought to have the capacity to do straightforward integrations utilizing a graphical or wizard interface, while likewise supporting API associations and progressively entangled, in-depth integrations. In a perfect world, pick an answer that offers a program-based model. These sorts of apparatuses are additionally amazingly lightweight and quick.

5). Go for Low Cost of Entry

Gone are the times of vast forthright interests in new innovation. Most cloud integration suppliers offer a membership subscription that can without much of a stretch scale as an organization’s needs extend. Make sure to comprehend the membership’s cost and how the estimating will change as your necessities will change.

6). Choose a Solution that Supports Hybrid Integration or Any Kind of Environment

A reconciliation arrangement should bolster distinctive kinds of clients, groups, instruments, and coordination designs. It ought to have all the incorporation abilities required for all the conceivable situations that may be experienced as an organization develops:

  • Cloud-to-cloud
  • Cloud-to-ground
  • API network
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7). Choose a Platform that Takes an API-Led Approach

Agile associations have officially understood the power and advantages of utilizing APIs. As opposed to making a solitary incorporation interface, they have the adaptability to uncover new reconciliation focuses as APIs, streamlining their reuse by cell phones and web applications in a safe, controlled manner.

8). Find a Solution that Supports Bi-Directional Data Syncing

To guarantee that information is exact over the whole framework, information must have the capacity to consequently refresh crosswise over applications. For instance, if a location in Salesforce is changed, that change ought to consequently compose into the Hubspot and the other way around. Information needs to legitimately synchronize over the whole association. Only one out of every odd combination arrangement offers this capacity, so make a point to pick one that does.

9). Consider a Service that Offers Portability of Projects

Try not to stall out the supporting integrations until the end of time. Search for a solution that is reliable with the reconciliation apparatuses utilized by an organization’s IT office or the business’ integration center of perfection so activities can be effortlessly exchanged to IT if an office never again has the ability to help them. Versatile tasks are an approach to guarantee adaptability in any organization. To sum up, while hunting down an integration solution for Salesforce, search for a basic, coordinated, versatile, and financially savvy arrangement that will effortlessly adjust and develop with any business.


I hope you had fun while reading these strategies. All of these strategies are very simple and easy to deploy. You can hire a Salesforce Consultant too if you have any doubts about your Salesforce integration setup. There are many tools and software too that you can use for a seamless integration. All that I have got to say is that “Be Careful” whenever you are planning any Salesforce Integration. Take into consideration all the points that we have discussed above and I am sure you will be able to avoid most of the failures that occur during integrations.

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