Introduction
Salesforce is highly regarded as a powerful information platform that has revolutionized the business industry since the dawn of this millennium. As an effective CRM solution, it has improvised the sales operation of enterprises and offers innovative products and services to satisfy their customers’ needs.
By integrating Salesforce with other applications, organizations can now tap into vast unknown resources and provide them with much greater operational visibility. The following guide will offer a wealth of insights into the mesmerizing world of Salesforce Integration.
What are the processes associated with Salesforce Integration?
Do you want to make Salesforce better? Then connect it with other tools to enhance your productivity and bring significant improvement in your marketing strategies so as to successfully run your business.
A Salesforce integration process helps to understand your business goals, so create a full-proof plan and provide training to your team to make your Salesforce integration services more impactful. The given study will highlight two processes associated with the given CRM model.
A. App-Based Salesforce Integration
Most of the salesforce consulting companies across the globe use Salesforce to manage data, nurture leads and provide effective customer service. Furthermore, various 3rd party apps are integrated with Salesforce to streamline the CRM with business applications and reduce the duplication of data.
For effective Salesforce integration with apps, a business will need a strong and smooth integration platform to help its business stand out among crowds. Some notable app-based Salesforce integration includes:
- Salesforce Integration with Dell-Boomi
Salesforce integration implies switching to the given platform from another CRM which also involved the migration of data. With Dell-Boomi, integrating with other applications to automate business procedures is a successful one.
It comes with Salesforce Connect which provides insight into data to the users to view and search data that is stored outside the customer’s Salesforce.
- Salesforce Integration with Informatica
Salesforce is the central part of any business and if you want to identify its true potential; then integrate it across all the systems to allow users to access genuine information as per their requirements.
Informatica Cloud is a data integration platform working as Software as a Service (SaaS). It performs integration of the cloud-based data with an on-premise database and delivers secure, trusted and accessible data to accelerate your business-related decisions.
B. Code-based Salesforce Integration
Furthermore, other 3rd party apps help in effective Salesforce integration, notable of them include Jitterbit (the cheapest app) & Zapier (specifically for Salesforce integration).
Besides apps, integration of Salesforce can also be done by using a programming language. One notable example is Apex which is a proprietary programming language that has Java-like syntax and acts like database stored procedures. It comes with numerous benefits such as:
- Easy to use & test
- Offers built-in support to the Lightning Platform
- Hosted on Lightning Platform and entirely controlled by it
- Applicable in different versions of API
How to Integrate Salesforce with External Systems?
One of the drawbacks of Salesforce integration is that there is no inbuilt option for connecting the Salesforce solution to an external database. However, the given flaw can be resolved by applying two effective solutions:
A. Salesforce Integration using Data Loader
A data loader is a prebuilt system that is utilized to insert data into Salesforce objects or extract data from database objects to transform them into the desired goal. Besides, it is also utilized for mass deletion using ID fields of information effectively. As it requires Force.com API, there should be permission for utilizing APIs.
B. Salesforce Integration using Database Integration Service
An innovative web service that makes the connection of Salesforce to the external system much easier. Instead of working on SalesForce.com, it works on the principle of Apex callouts which stimulate your backend data and make data retrieving calls using apex perfectly. It is performed using two ways:
- Data can be imported directly using the WSDL facility
- Service call messages can be created using HTTP RESTful apex classes
Putting it Together
The given article has correctly demonstrated that Salesforce integration has resulted in improving the efficiency and productivity of various businesses across the globe. With its exclusive features and patterns, the organizations have been able to integrate their services with the external system proactively.
Are you yearning for a simple yet robust Salesforce integration system to enhance your business fortune? Then take the help of our successful Salesforce Integration Services and get the best result for your business in a quick time.
Connect with our Salesforce CRM Consultants to ensure successful Salesforce integration.
Learn more in detail here: Salesforce Integration Services - A Complete Guide
