Publish date:

• 18th July, 2023

SAP and Salesforce are two leading powerful tools that have been around for some time and don’t need an introduction – the former is a top ERP system globally, and the latter is the preferred CRM tool used by a majority of Fortune 500 companies. These days companies deploy a multitude of digital tools to get their work done. Research by Salesforce integration services providers has shown that they run into their tens.  Many businesses have deployed SAP and Salesforce and the two can form a powerful duo if they work in unison rather than in isolation. The integration of these two tools is the topic of this blog, and its benefits.

Integration between the two tools involves connecting & joining the functionalities, information, and processes of the two different systems to blend seamlessly as a single entity. The objective being to ensure that the users don’t switch screens and rise in productivity is achieved by their integration. Any integration can be challenging and takes time but now an integration is no longer complex. This is because the architectural and technical challenge has been addressed to reveal Salesforce integration services providers.

How to integrate the two?

• Type 1 integration. Custom development by the businesses themselves. It's ideal for the techies involved but can be quite problematic for the businesses concerned say Salesforce integration services providers.

• Type 2 integration. IPaaS (Integration Platform as a Service). Many big firms possess an integration platform to handle their APIs internally & externally and are put into use to blend Salesforce with SAP.

• Type 3 integration. SaaS (Software as a Service). SaaS companies deliver pre-defined integration material that takes care of the technical aspects of integration while simultaneously managing important business processes. Companies like Salesforce integration services providers take care of the integration with suggestions of best practices for all business processes.

Best Practices for the integration as per Salesforce integration services providers:

• Clarity of integration goals.

• A detailed review of data mapping and transformation needs

• Deploy strong security measures like encryption and access controls

• Create a scalable architecture that addresses future growth and changes in the Salesforce & SAP systems.

• Undertake detailed testing to validate the integration setup and discover & fix any problems or mistakes.

• Design a comprehensive integration roadmap & implementation plan

• Create data governance practices to ensure data quality & consistency

• Support services and detailed training to users that is customised

• Create monitoring & error-handling mechanisms to discover & solve integration failures or issues.

• Regularly analyse & enhance the integration setup

For Salesforce integration services that up your productivity and efficiency, contact Codleo, the leader in Best Salesforce Partner.

Also Read: 5 BEST SALESFORCE INTEGRATION TOOLS