BEST PRACTICES FOR SALESFORCE INTEGRATION

Publish date:

• 22nd December, 2023

Rajesh Verma runs a large pharmacy in South Delhi with certain tech tools but he had heard about Salesforce and the difference it could make to his business. However, he varied issues about integrating Salesforce with his current apps.

Salesforce integration is a transformative step that enhances your business processes and maximizes productivity. To ensure seamless integration and unlock the full potential of Salesforce, implementing best practices is crucial. In this comprehensive guide, we'll explore the key strategies to optimize your Salesforce integration and how partnering with Codleo, a trusted Salesforce partner, can elevate your success.

This article is for those who like Mr. Verma are seeking to integrate Salesforce with their current applications and external cloud services. A secure, reliable, seamless, and scalable integration is what we all should aim for. Salesforce integration and migration can prove to be a headache if you are not aware of the processes involved. Without a thorough understanding and planning, it can lead to unwanted situations and failures which are best avoided. We look at some best practices for Salesforce integration which will help to ensure a smooth transition:

• Verify migration of data – Data is the treasury in each organization. The future of each company lies in clean and usable data. However, we need to be clear on which data should be migrated to Salesforce and which should not. The two should be segregated.

• Source data – The integration process involves collaboration with team members who know the source of data and where to get it from. This involves interacting with many team members and requires the vendor team to obtain a good knowledge of the details behind each element desired.

• Integration schedule – Real-time and two-way integration is the ideal result of the integration process. Some issues may prevent this such as lack of finances or the company having multiple SIS systems, so some data is available only once a day. Therefore most companies start with a daily batch process say Salesforce integration services providers.

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• Salesforce data model – You should go in for a salesforce data model that is the right requirement for your company.

• Help Text – 255 characters are available to help users understand the context behind every available data for each given field.

• External IDs – External IDs permit the parking of a key on a salesforce record that can be used to update from an external source. Codleo for all Salesforce integration services.

• Use the team’s expertise – This is the time to leverage the skill set of your employees or team members.  Based on the skills at hand, decide where data manipulation will take place during integration.  It could be in the source system database, in an ETL tool, or with Workflow and Apex in Salesforce.

• Adding additional data - With a successful integration and Salesforce integration services, you may start feeding in additional data to the process as and when required.

• A tool to manage the process – There are a variety of integration tools in the market that provide a salesforce connector. It is ideal to invest in one for Salesforce integration services. These tools identify data issues and send out emails/alerts to let the process owners know that there is an issue with the data.

If you are wishing to integrate Salesforce with your current technologies, contact Codleo for Salesforce integration services. They will come up with the best integration plan. It is a well-defined and thought-out plan which can make or break the entire process. Such companies use the best practices for Salesforce integration services all the time.

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About the Author

Arun Jangra

Arun is a 5x Salesforce certified Developer with an overall work experience of 9 years. He is very organised and uses his skill set & knowledge to deliver out-of-box solutions.