SALESFORCE INTEGRATION THINGS YOU NEED TO KNOW

Publish date:

• 23rd December, 2020

Salesforce Integration and data migration can prove to be a headache if you are not aware of all the processes involved. Without a thorough understanding and Salesforce partner, it can lead to unwanted situations and failures which are best avoided. To ensure a smooth integration, below are some things a company should know for their own welfare. Though a Salesforce partner like Codleo is already very versed in such matters. Happy reading!

Here are some things to know for Salesforce integration:

• Effective org strategy: Companies use different Salesforce orgs hence hey need linkages between them. For this to happen, they need to draft a watertight org strategy. In order to draft such a strategy, ask all concerned teams whether the present organization structure is enabling or hindering business?  Has the integration effort been hiding any serious issue?  

• Documentation of info flow between systems: During the Salesforce integration process, the flow of data from the source to the salesforce org has to be factored in.  Factors such as regulatory and data currency play a vital role in it. The company must put together a team who will determine the data which needs to flow from the original system to the salesforce org. They will also identify the direction of the data flows as well as how often it will take place. 

• Review API limits: Like Salesforce, some external systems with an API do place limits on data transfers and exchange. Companies have to be prepared for these restrictions by documenting the limits for all systems involved in the integration. A good Salesforce Integration Partner will help you in all such moves. 

• Real-time or Batch integration - Before the start of the Salesforce integration project, the company must identify the method used for integrating applications. It could be real-time or batch. Real-time integration as soon as the record is either created or updated; batch integration occurs in regular intervals. 

• Identify configuring options - Salesforce offers out-of-the-box options for integration without the need for coding. The options are useful for meeting simpler integration needs, saving valuable time, expenses, and effort.

Codleo Consulting is the ideal Salesforce Integration Partner. Contact us today for all your Salesforce needs and make your life easier. We hope you enjoyed this article.

0

Share

About the Author

Anand Sharma

Anand is a Salesforce Evangelist, joined the Salesforce ecosystem in 2014 helping customers to be successful with Salesforce, and joined Codleo to share the goodness with even more developers all around the world. He is based in New Delhi, with his wife, and he tries to escape summers every chance he gets.