Publish date:

• 29th October, 2024

Salesforce CRM is a powerful tool that streamlines the management of essential business data, marketing strategies, sales activities, and customer service processes. However, many businesses need help with data management within their CRM systems. Common issues include poor data quality, intricate and error-prone data entry methods, and difficulties synchronizing data with other systems, particularly legacy systems. Additionally, while Salesforce offers a variety of native tools, it cannot often handle complex queries and large datasets effectively. These challenges can hinder the overall user experience, making data management a daunting task for organizations.

Heroku is the solution we need in this situation. As a robust data manipulation, automation, and visualization platform, Heroku extends Salesforce’s native capabilities, providing a more robust solution for businesses. It is highly adaptable and capable of managing vast datasets and executing complex processes. Heroku supports various programming languages and allows for seamless integration with external databases. These features enable the creation of customized data pipelines, empowering organizations to harness the full potential of their Salesforce CRM.

Businesses can enhance their cloud consulting efforts by leveraging Salesforce integration services alongside Heroku. This collaboration enhances data quality and streamlines operations, enabling companies to concentrate on what truly matters—providing outstanding customer experiences. Whether you’re looking for Salesforce consulting services, Salesforce implementation services, or ongoing Salesforce support services, partnering with a Salesforce Summit Partner can ensure that you maximize the benefits of these platforms.

If you're looking for the best Salesforce partner to navigate your CRM challenges, consider exploring how Heroku can revolutionize your data management strategy. With its robust Salesforce development services, businesses can transform their approach to data, making it a vital asset in their growth journey.

What Is Heroku?

Heroku is a Platform-as-a-Service (PaaS) that empowers businesses to develop, deliver, monitor, and scale various applications efficiently. With over 13 million apps created on the platform, Heroku has established itself as a leading solution for meeting the fast-paced demands of today’s market. One of its standout features is the availability of low-code/no-code tools, which allow users to build applications without needing extensive coding knowledge. This will enable individuals without technical expertise to quickly develop applications, thus making app development more accessible to a broader range of users.

For developers, Heroku offers a comprehensive suite of servers, tools, and programming languages, along with a robust built-in infrastructure. This approach removes the necessity of beginning from the ground up, allowing developers to focus on the essential aspects of their work: designing applications that meet the specific needs of employees, businesses, and customers.

Moreover, as a cloud application platform, Heroku provides the flexibility to scale applications quickly, all while minimizing maintenance and support challenges. Heroku allows businesses to concentrate on innovation and growth, positioning itself as a vital asset within the current digital environment.

Here’s what you get with Heroku:

• Heroku Platform

  • Heroku Dashboard 

  • Heroku Metrics 

  • Heroku Elements

• Data Services

  • Postgres 

  • Redis 

  • Apache Kafka

Heroku and Salesforce: A Powerful Integration

Heroku seamlessly integrates with Salesforce, enabling smooth data synchronization between the two platforms. This integration empowers businesses to create innovative applications that leverage the strengths of both Heroku and Salesforce, resulting in enhanced functionality and user experiences.

Being part of the Salesforce ecosystem allows companies to utilize customer data stored in Salesforce CRM to enrich their applications. Businesses can build features that directly enhance user engagement and service delivery. Additionally, data collected from the apps can be fed back into the CRM, providing valuable insights that help refine marketing campaigns, improve sales forecasts, and gain a comprehensive understanding of customer interactions.

By harnessing the combined capabilities of Heroku and Salesforce, organizations can drive smarter decision-making and streamline their operations, ultimately improving customer satisfaction and business growth.

Why Integrate Salesforce with Heroku?

In today's business landscape, organizations utilize various systems that cater to different aspects of their operations. These systems often feature diverse interfaces designed to consolidate data from multiple sources. By adopting a microservice architecture, these systems can be broken down into standalone modules, making maintenance more manageable.

Heroku is an ideal platform for running these microservices and applications, allowing seamless integration with Salesforce through various methods. Here are four compelling reasons to integrate apps on Heroku with Salesforce:

• Data Replication: Integrating Salesforce with Heroku allows real-time data replication, ensuring your applications can access the latest customer information. This approach enhances insight accuracy and supports more informed decision-making.

• Data Proxies: Heroku can act as a data proxy, providing a layer that pulls data from various external systems and makes it available to Salesforce. This enhancement facilitates better data access and significantly boosts the functionality of your applications.

• Custom User Interfaces: With Heroku, businesses can create custom user interfaces tailored to specific user needs. This flexibility enables the development of intuitive apps that improve user engagement and satisfaction.

• External Processes: Heroku facilitates the integration of external processes, allowing businesses to connect Salesforce with third-party services and applications. This capability enhances operational efficiency and expands the range of services offered.

By understanding these reasons, organizations can better appreciate how the integration of Salesforce and Heroku can transform their operations, streamline processes, and ultimately improve business outcomes.

Breaking Data Silos

The integration of Heroku with Salesforce effectively eliminates data silos, facilitating seamless data replication between the two systems. This capability is particularly beneficial for legacy systems that require access to CRM data or need to input information directly into Salesforce. By providing a low-latency, high-throughput interface, businesses can enhance the performance of various customer-facing applications built on an open-source tech stack.

Transforming Data

This integration significantly transforms data collection, storage, and utilization across platforms. Utilizing data proxies, organizations can aggregate data from multiple sources without the need to duplicate it. The read-only-on-demand approach allows users and tools to access data from different stores without the overhead of replication. Data proxies also connect external systems and legacy applications with Salesforce, ensuring both systems can exchange data effectively.

Crafting Custom User Interfaces

Heroku allows the creation of custom user interfaces tailored to specific business needs using various tech stacks, including Lightning Components and Visualforce. By leveraging open-source technologies like PHP, Node.js, and Java, these interfaces can run on Heroku while integrating with Salesforce data. Often, an external or legacy system will provide a user interface that needs to be reflected within the Salesforce environment, making this integration essential for maintaining a cohesive user experience.

Automating External Processes

Moreover, the integration allows businesses to offload various external processes, such as trigger event handling and batch processing, to Heroku-based applications. This approach enables capabilities such as machine learning, data science, and image and video processing to efficiently manage their operations on Heroku, streamlining workflows and enhancing overall productivity.

How to Integrate Heroku with Salesforce?

Integrating Heroku with Salesforce opens up numerous possibilities for enhancing data management and application functionality. Here are some of the most effective integration approaches:

1. Heroku Connect

Heroku Connect is a powerful tool that enables seamless data replication and provides data proxying for Salesforce. This integration allows for one-way or bidirectional data replication between Heroku Postgres and Salesforce, depending on your specific needs.

Using Heroku Objects, Heroku Connect establishes a data proxy for Salesforce via the OData protocol. Additionally, it utilizes Heroku External Objects to connect with the Heroku Postgres database. This connection functions as an OData wrapper, which allows external web services to access data stored within a specific Heroku Postgres database through RESTful endpoints generated by this wrapper.

One of the main advantages of using Heroku Connect is its ability to provide instant data replication. This feature ensures that Salesforce data is easily and quickly accessible to applications running on Heroku, facilitating real-time insights and enhancing overall application performance.

2. Salesforce Connect

Previously known as Lightning Connect, Salesforce Connect serves as a data proxy, enabling Salesforce to pull OData or other necessary data sources on demand without replicating that data within the CRM database. By leveraging endpoints hosted on Heroku, it can seamlessly utilize OData 2.0 or other external data sources.

Heroku Connect exposes the Postgres database as OData, which Salesforce Connect then consumes. Custom adapters within Salesforce Connect allow it to integrate with various data sources that Apex can interact with, including SOAP and REST APIs using JSON and XML formats.

One key benefit of Salesforce Connect is its ability to present external data within the Salesforce user interface as if it were native Salesforce data. This approach allows data to be retrieved from the source only as needed, alleviating worries about data storage and streamlining data management for Salesforce users. This integration enables the easy collation of diverse data sets, enhancing the overall user experience without the burden of extensive data replication.

Here’s a rewritten version of your content on integrating Salesforce REST APIs with Heroku, ensuring it is original, human-toned, and easy to read:

3. Salesforce REST APIs

Integrating Salesforce REST APIs with Heroku allows applications hosted on the platform to access Salesforce data through JSON-formatted HTTP requests. This method is well-suited for creating custom user interfaces and acting as data proxies.

Applications built on open-source technologies running on Heroku can utilize OAuth to enable user authentication within a custom user interface. This setup allows the app to manage interactions with Salesforce data on behalf of the users. Additionally, there are specific use cases where data can be exchanged between external systems and Salesforce without needing a user interface, facilitating seamless data integration in the background.

This integration approach empowers developers to create dynamic applications that effectively leverage Salesforce data, enhancing functionality and user experience while maintaining robust security through OAuth authentication.

4. Callouts

Callouts from Salesforce enable the integration of external processes hosted on Heroku. These callouts can be implemented using Apex code or by employing various outbound message actions to generate events within Salesforce. When an event is triggered, processes on Heroku are initiated.

Once the external processes are executed, one of the integration methods is utilized to retrieve the results back into Salesforce. This approach allows seamless communication between Salesforce and Heroku, facilitating efficient data transfer and enhancing overall functionality.

By leveraging callouts, businesses can extend the capabilities of their Salesforce environment, integrate complex external processes, and ensure that critical data flows smoothly between platforms.

Exploring Salesforce and Heroku Through Use Cases

Let’s delve into some practical scenarios that demonstrate the power of integrating Salesforce and Heroku:

Scenario 1: Real-Time Inventory Management

Imagine you manage your product catalog within Salesforce while using a separate third-party inventory management system. You can leverage Heroku Connect for real-time integration to ensure both systems are in sync. This setup guarantees that updates to the Salesforce product catalog or inventory database are automatically synchronized with the connected system, ensuring data consistency and accuracy across platforms. The result? Consistent and accurate product data across both platforms.

Scenario 2: Tailored Mobile Apps

Consider a situation where your customer service team needs a mobile app to access customer information, generate service bills, and place orders while on the go. In this case, Heroku is an excellent choice. You can develop a mobile app, host the backend on Heroku, and integrate it with Salesforce data using Heroku Connect. This integration equips your service team with comprehensive customer data, enhancing productivity and customer satisfaction.

Scenario 3: Predictive Analytics

Are you looking to harness predictive analytics for your Salesforce data? You can efficiently store and process real-time and historical data with Heroku Postgres. By utilizing third-party tools and developing machine learning models on Heroku, you can make data-driven decisions that lead to better anticipation of customer needs and increased revenue.

Scenario 4: Marketing Automation

If you aim to create a comprehensive marketing automation solution, integrate Salesforce with Heroku. Salesforce excels as a CRM for storing customer data, while Heroku can handle the custom logic needed for personalized marketing campaigns. Together, these systems enable you to execute highly effective, targeted, and efficient marketing initiatives that resonate with your audience.

Final Thoughts

Salesforce and Heroku offer a robust synergy that enhances the effectiveness of business operations and customer data management. By integrating these two platforms, organizations can leverage their capabilities to optimize data utilization and improve overall performance. This collaboration streamlines operations and equips businesses with a competitive advantage in today’s fast-paced market.

As an entrepreneur or tech leader, if you want to unlock the full potential of your Salesforce data, consider leveraging Heroku for this transformative journey. Integrating Heroku with Salesforce is a crucial step towards achieving your business objectives and uncovering the actual value of your data assets.