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Salesforce Integration Services

We at Codleo understand that a company must keep pace with the times. Therefore to this end, you don’t need to overhaul your business ways but just alter your business strategies to derive maximum benefits. We offer curated solutions that can smoothen your daily workflow as well as speed up matters. As a Salesforce Integration Service provider, we successfully provide secure, reliable, seamless and scalable integration of Salesforce.com with current apps and external cloud services. We are able to seamlessly migrate your data from other applications such as QuickBooks and Microsoft Dynamics CRM to Salesforce. Codleo builds web services within Salesforce which assists a third-party app to share information with Salesforce. We use Data Loaded for manual migration, S2S for Salesforce to Salesforce migration and evaluated third-party tools.

Challenges We Solve

CHALLENGES WE SOLVE WITH EXPERT SALESFORCE INTEGRATION SERVICES

MAJOR PAIN AREAS OF SALESFORCE INTEGRATION AND DATA MIGRATION

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 planning, it can lead to unwanted situations and failures which are best avoided. Some of the most common challenges of Salesforce users:

Understand Relationship
& Data Mapping

Duplicate
Records

Promoting
Bad Data

Wrong idea about
Real-Time Integration

Identifying Accurate
Data Tables

Data
Validation

API
specifics

Start with
Flawless Integration Scope

How Codleo Salesforce integration Specialists Can help?

STARTING YOUR SALESFORCE INTEGRATION JOURNEY MAY SEEM DIFFICULT AS IT COMES WITH MANY ISSUES ALONG WITH DELAYS, UNEXPECTED COSTS AND RESOURCE LIMITATIONS.

We have successfully completed many Salesforce Integrations and data migrations with different systems. We have indepth knowledge in integrating Salesforce with Internal & external databases, software and also with third party systems with Salesforce using SOAP, REST, BULK and Meta Data APIs which are extensible, flexible, secure and efficient. We enable our customers to leverage the benefits of complete data on a single Salesforce platform and is accessible from secured mobile devices. Our successful approach amalgamates experience and technology to create a successful integration and data migration which is repeatable & predictable.

Our Process

Our Salesforce Integration & Migration Process

By partnering with Codleo, you can leverage the best data migration & integration tools to facilitate a smooth and seamless transition to Salesforce. We specialize in a variety of data migration software and integration services and the following are the steps which we take for Data Migration.

Step

01

Identifying Stakeholders

Step

02

Understanding Data

Step

03

Preparing Data and a Destination Org

Step

04

Completing and Verifying a Test Migration

Step

05

Migrating and Validating Data

Videos

Salesforce Integration Videos

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Integrating with Salesforce - Overview
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Salesforce Integration and API Overview (1)

Latest News

Latest and greatest posts

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Vertical Solutions

Salesforce Industry Vertical Solutions

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MANUFACTURING
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EDUCATION
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PROFESSIONAL SERVICES
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FINANCIAL SERVICES
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Our Products

Our Products On Salesforce

Project Management Application on Salesforce® Platform

The solution of team, skills, techniques, planning, and execution to achieve all of the project goals

Vendor Management Application powered by Salesforce®

Look after the flow of goods from manufacturers to the warehouse bin to the sales order

Recruitment & HR solutions application
by Codleo

Robotize the hiring team to track applications and manage talent with cutting-edge proprietary technology

Daily Travel & Expense Management
Solutions

Gear up for employee-initiated expenses remotely with fully automated suite to save time & effort

Feedback from our clients

"I was really impressed with the turnaround speed of the team and the fact that they were always invested in finding out the best solutions as per business requirement and tailored the product accordingly. Their development team works 24X7 hence the quick turnarounds"

Project Coordinator, University

"We had an excellent experience with highly skilled team who made our professional life easy and balance when it comes to business goals and accuracy of the services we deliver to our clients"

CEO, Immigration Company

"Codleo has a team of dedicated quality consultants and Sr. Developers who have the capability to deliver complex projects"

CEO, Healthcare Company

"It was a very wonderful experience to work with Codleo. Codleo was very helpful for our company from the Salesforce® platform set up to implementation and customization- CODLEO proved what it committed."

CTO, Manufacturing Company

FAQ

Frequently Asked Questions

Salesforce data migration is the first step before going live. This is in order to collate all data from your existing system into the purview of Salesforce cloud without facing any loss. Being a onetime task, once the collected data is loaded into Salesforce, the task of migration is completed. It is crucial to avoid errors that could lead to repeating the process or even risk compromising sensitive data.

Migration is a one-time activity; once the data is loaded into the Salesforce org, the migration task is complete. So it is very important to avoid any kind of mistake that could cascade into having to do the whole process again or even risk jeopardizing customers’ sensitive data.
To avoid these issues, here are some best practices for preparing for an efficient data migration:

  • Identify the required fields
  • Determine the order of migration
  • Data Migration Workbook
  • Pre-data migration considerations
  • Data load considerations

The commonest way to testing data and content migrations is data sampling. In this random data/content is selected and inspected to ensure the migration was completed as desired. However this method at times throws up different error conditions as new samples are reviewed. This process works but is based upon an acceptable level of error and an assumption connected to repeatability. Normally we will focus on repeatability and perform three or more iterations of testing and data loads until the client can confirm that we have achieved a reasonable sample

We strive to make the migration process as seamless as possible. However, some key issues which you must take into account and raise with us include:

  • Do you have the requisite tools to organize my data?
  • Do you have a heavy data to be migrated on Salesforce CRM?
  • Do you help me in cleaning up unwanted data?
  • Are you able to filter the duplicate data?
  • Are you able to migrate data from other sources to Salesforce database?

Apart from Salesforce migration services, we provide a bouquet of migration services from other platforms to Salesforce platform.

  • Zoho to Salesforce Migration
  • Sugar CRM to Salesforce Migration
  • Act CRM to Salesforce Migration
  • Sage CRM to Salesforce Migration

  • Comprehensive analysis of business requirements and software.
  • Integration plan
  • Integration solution development and implementation
  • Integration quality assurance
  • Post-delivery support and maintenance

Best Salesforce integration Tools are:

  • Rapidionline
  • Mulesoft
  • Skywire
  • Commercient
  • Orbis
  • Jitterbit

The Various Salesforce Integration Approaches are:

  • App-based integrations - Our experts can assist you with choosing at least one of the incorporation applications accessible on Appexchange and set them up for the joining you are searching for.
  • Direct Salesforce Integration - This is an exceptionally evolved Salesforce combination utilizing REST/SOAP APIs. Generally, these are highlight point mixes and are prudent when there are not many reconciliations.
  • Salesforce integration through Custom Middleware - In certain situations, custom middleware is created– ordinarily facilitated on AWS or Heroku that incorporates Salesforce with at least one opposite end focuses. The methodology is prudent when there are various frameworks to be incorporated and API limits are of limitation.

Checklist for Salesforce Integration

  • Procedure and Documentation
  • Integration Type
  • Integration Touchpoints
  • Architecture
  • Integration Data flow
  • Field level mapping
  • Updates and Upgrade

Schedule a one-on-one consultation with our Salesforce Experts

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