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Best Practices For Salesforce Integration

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Best Practices For Salesforce Integration

Rajesh Verma runs a large pharmacy in South Delhi with certain tech tools but he had heard about salesforce and the difference it could make to his business. However, he varied issues pertaining to integrating salesforce with his current apps.

This article is for those who like Mr. Verma are seeking to integrate salesforce with their current applications and external cloud services. A secure, reliable, seamless, and scalable integration is what we all should aim for.  Salesforce integration and migration can prove to be a headache if you are not aware of the processes involved. Without a thorough understanding and planning, it can lead to unwanted situations and failures which are best avoided. We look at some best practices for Salesforce integration which will help to ensure a smooth transition:

Also read: Best Salesforce integration strategy

Verify migration of data – Data is the treasury in each organization. The future of each company lies in clean and usable data. However, we need to be clear in which data should be migrated to salesforce and which should not. The two should be segregated.

Source data – The integration process involves collaboration with team members who know the source of data and where to get it from. This involves interacting with many team members and requires the vendor team to obtain a good knowledge of details behind each element desired.

Integration schedule – Real-time and two-way integration is the ideal result of the integration process. Some issues may prevent this such as lack of finances or the company has multiple SIS systems, so some data is available only once a day. Therefore most companies start with a daily batch process

Salesforce data model – You should go in for a salesforce data model that is the right requirement for your company.

Help Text – 255 characters are available to help users understand the context behind every available data for each given field.

External IDs – External IDs permit parking of a key on a salesforce record that can be used to update from an external source.

Use the team’s expertise – This is the time to leverage the skill set of your employees or team members.  Based on the skills at hand, decide where data manipulation will take place during integration.  It could be in the source system database, in an ETL tool, or with Workflow and Apex in Salesforce.

Adding additional data - With a successful integration, you may start feeding in additional data to the process as and when required.

A tool to manage the process – There are a variety of integration tools in the market which provide a salesforce connector. It is ideal to invest in one. These tools identify data issues and send out emails/alerts to let the process owners know that there is an issue with the data.

Recommended read: 10 Best practices in Salesforce Integration

If you are wishing to integrate salesforce with your current technologies, get in touch with a vendor like Codleo who will come up with the best integration plan. It is a well defined and thought out plan which can make or break the entire process. Such companies use the Best practices for Salesforce integration all the time.

About the Author

author
RS Maan

Maan joined Salesforce Ecosystem in 2008 with entry of Salesforce in APAC region. He worked on many of the underlying Salesforce Products & it’s functionality, including Heroku, Chatbots, and Einstein before leading Codleo Consulting - Leading Partner of Salesforce.com & Salesforce.org. In his spare time, he immerses himself in travel, books and spirituality.

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