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In this blog post, we shall examine in brief the various Salesforce Patterns. This is an important topic and a source of much discussion in the tech world. With Salesforce gaining ground, it is imperative to be knowledgeable on various aspects of Salesforce integration as knowledge is the key to success.
We look at some best practices for Salesforce integration services that 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 about which data should be migrated to Salesforce and which should not. The two should be segregated. For Salesforce integration services, call us.
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 a 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
Salesforce data model – You should go in for a salesforce data model that is the right requirement for your company. For more on our Salesforce integration services, call us.
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.
Use team 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.
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. These tools identify data issues and send out emails/alerts to let the process owners know that there is an issue with the data.
Adding additional data - With a successful integration, you may start feeding in additional data to the process as and when required.
These are some of the commonly faced problems when integrating Salesforce with other systems during Salesforce integration services:
Mapping the data - The most commonly faced issue in this context is the mismatch of data and field types. The file types vary from app to app.
Duplicate data – A business must ensure that only clean data that is up-to-date and relevant goes in during integration.
Auto-ID creation - Salesforce automatically generates its ID for each entity created or imported into it. The problem arises when records imported from external apps have pre-existing IDs and they are already linked to other data/records via those IDs.
Data migration - To avoid the issue of duplicate records, a business can use the Salesforce out-of-the-box features (Duplicate Management) or create a custom code. For more info on Salesforce integration services, call us today.
Defining the scope – Success must know/understand the scope of integration (whether to expose a service in Salesforce or consume an external service.).
Select best apps – Choose the best apps from AppExchange (Free/Licensed) that serve your needs and requirements.
Data validation – Validation of data is a key aspect while keying in data from an external source to Salesforce. Note some data fields are mandatory in Salesforce while they may not be in other apps.
Information review – The team needs to meet to review all critical aspects of the integration process. Review all information so everyone is clear and doubts are put at bay.
Begin with clear integration scope - Salesforce strictly enforces governor limit, therefore, be ready with documentation, and business processes, and have an understanding of the external systems.
Real-time integration - It is a myth that importing or exporting data from Salesforce is the same as real-time integration. Import/export of records run as batches and data may not be synced as expected to real-time integration.
Need help in Salesforce Integration Services? Contact the best Salesforce Partner today!
About the Author
Rahul Ray
Rahul is a seasoned consultant in travel, transport and hospitality sector subject matter expert with over 20 years of experience and constantly challenging himself to re-define travel distribution and channels, Dedicated Son, Love Nature and Politics both
