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Guide For Salesforce Integration


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Hello readers!  In today’s blog, we take an overview of the Salesforce Integration and bring forth various facets for your easy reading. Integration of Salesforce with currently used tools & apps is best done via Salesforce Integration Vendors.  A Salesforce Integration 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 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 which 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 app, 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. 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: 

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

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

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

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

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

Some Salesforce Integration patterns are: 

Migration pattern - It is one 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 

About the Author

Mohit Sharma

Mohit is Practice Lead, 4x Certified Salesforce Consultant, Salesforce trainer, blogger, writer, and full-time husband. With over 8 years of experience implementing Salesforce, and an obsession for innovation, ready to tackle any new project that comes his way.

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