COMPLETE GUIDE FOR SALESFORCE INTEGRATION - TYPES AND PROCESS

Publish date:

• 11th February, 2021

Hello readers!  In today’s blog, we take an overview of the Salesforce integration services and bring forth various facets for your easy reading. Integration of Salesforce with currently used tools & apps is best done via Salesforce Integration services Vendors.  A Salesforce Integration services Company specializes in such work and makes sure everything happens as it should.  

Different types of Salesforce integration:  

• Batch Integration – This is a popular and easiest method. This form of an update can be fixed to take place immediately or put-off for weeks. It is also a great way to process flat files.   

• Near Real-time Integration – Like batch integration, this too can occur in seconds or be delayed for some minutes or in between. For quick data integration, this method is popular. It's popular because it’s easy as well as more reliable than real-time integration. It works well with many apps.    

• Real-time Integration – This integration is ideal for some industries that require real-time integration such as banking. It is a complex method. Thus, it is not advised for all. For Salesforce Integration Services use an experienced company such as Codleo.   

• Real-time Mashups – This requires creating a user interface in Visualforce for making customized UIs. Like legacy HTML-based web apps, custom branding, callouts to recall data from external systems, and complex flows are all possible. It is commonly used when instant access to data outside of Salesforce is needed, such as obtaining various documents from varied external systems.  

• Force.com Canvas – It allows users such as developers to use a JavaScript SDK developed by Salesforce to embed an existing web app directly into a Salesforce page. 

The Salesforce integration process:  

In the first step, the Salesforce Integration services Vendors will identify the relevant teams/departments to be engaged in the process.  

As a Salesforce Partner, we will accumulate data needs that are to be analyzed and understood for better usage.  

Salesforce Integration services Partners will customize the org so that the data on the source can sync with the data on the destination  

At this stage, a test is carried out to check if all is in order for the migration by Salesforce partner companies.  

Here Salesforce Integration consultants will migrate all the data with the validation.  

Some Salesforce Integration patterns are:  

• Migration pattern - It is on one information migration from 3rd party apps to Salesforce that generates reusable services to conserve valuable time for the development teams.  

• Broadcast pattern – Here, one-to-many information flow happens between a one-source system to multiple destination systems on a real-time basis. This type of pattern lets there be an instant transfer of data between various systems for processing orders.  

• Aggregation Pattern - It is a many-to-one data migration pattern that lets the process and retrieval of information from different systems and subsuming them into a solo application  

Unlock the full potential of Salesforce integration with expert guidance from our team. At Codleo Consulting, our Salesforce consultants are here to navigate you through the complexities of integration types and processes. As a leading Salesforce consulting firm, we ensure that your systems work seamlessly together, enhancing efficiency and driving growth. Partner with us, a trusted Salesforce partner company, to streamline your operations and achieve success. Contact us today to start your integration journey!

For detailed Salesforce integration services, Call Codleo. 

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About the Author

Arun Sharma

Arun Sharma, the Chief Operating Officer (COO), focuses on business expansion, product development, and strategic growth. His skills include project and account management, where he improves operations and boosts efficiency. With a growth-driven approach, he leads innovation and ensures projects are completed successfully. His strategic insights have been key to achieving steady results and building long-term client relationships.