Different Way of Salesforce Integration That Can Help in Your Business Growth

Strong customer relationships are a key to business growth, and Salesforce CRM has revolutionized the way businesses interact with their customers. Today customer relationships have become more personalized and real-time; all thanks to Salesforce integration services.

Salesforce has enabled businesses of all sizes and scale to elevate their sales operation along with their services and marketing activities through which companies have garnered utmost customer satisfaction.

In this blog, we are going to discuss Salesforce integration, its process, and different ways through which businesses can leverage greater business efficiency and higher productivity.

What is Salesforce Integration?

Evident to its name the process of integration is the way to enhance the productivity of the existing system with the help of Salesforce. Be it marketing, collaboration, or productivity, Salesforce integration services will help you connect with different tools that will help you for easy business operations.

For example, Salesforce integration with Quickbooks can help you manage your financial operations, whereas, Salesforce integration with HubSpot helps businesses to synch between their marketing and sales departments.

The integration elevates the performance of all team members in the business ecosystem. It also improves the performance of the tools on which you are currently working.

Salesforce Integration Services

A business works on different software and tools, each tool works differently. With Salesforce integration services, companies can help you explore a wide range of resources and experience enhanced operational visibility.

There are majorly four levels of integration, two are the basic ones and the remaining two are the additional one that comes along with the basic levels. The levels of integration start with data integration, process integration, security integration, and then come user interface integration.

Hire a Salesforce consultant and learn what level of integration your company requires.

Process of Salesforce Integration

A business needs tools and technologies that result in greater output. Salesforce integration with your existing tools will help you experience a significant improvement in business operations such as sales, services, marketing, customer data, and many other things.

You can easily define and understand your business goal, after successful Salesforce integration with your business. Following are the two most important processes related to the integration of Salesforce:

App-Based Salesforce Integration

Salesforce platform helps businesses in data management lead nurturing, and delivering effective customer services. To manage things in a more improved way, businesses can take the help of different 3rd party applications that will lead to greater business efficiency and less data delicacy.

There are available different platforms that allow Salesforce developers to execute the integration process:

1. Salesforce Integration with Dell-Boomi

The process of Salesforce integration involves not only the transferring from one to another platform but also includes data migration in a large amount. With platforms such as Dell-Boomi, you can easily integrate with other tools and bring automation to your business.

The users can easily get insightful data with the help of this tool and can also view the data, which is stored outside of the Salesforce environment. Some of the major benefits of this platform are as follows:

• The cost of data storage in Salesforce gets reduced.
• Users can easily access information to manage external data.
• The integration of Salesforce with Informatica.

2. Cloud-Based Salesforce Integration

With the cloud-based integration, you can also execute Salesforce integration through a programming language. One of the best examples of programming-based Salesforce integration is the use of Apex. It is a proprietary programming language. Apex has Java-like syntax and it acts like database stored procedures.

The cloud-based integration has the following benefits:

• Easy to use and test
• Users will get Lightning platform built-in support
• It is hosted on the lightning platform
• Applicable in different API versions

Best Practices for Companies To Reap The Rewards of Salesforce Integration

The better you use the APIs of Salesforce, the higher are the chances for a successful Salesforce integration for data integration and maximizing ROI. A business can enjoy a 360-degree view of their customers, get a holistic view of the business process, and leverage insightful & actionable data.

If you also want to enjoy all these benefits, then you should keep in mind the following proven practices:

Data Quality — For a successful Salesforce integration, it is essential for your business to understand all the data elements being used. By eliminating all the problems related to data quality, you will be able to access refined data and use it for future reference.

Error Handling — It is necessary for your team to check and eliminate all the possibilities of error at the time of the integration process. An error during the process of integration can lead to disastrous effects as loss of data. It is advisable to always have a proper error handling system.

Integration Process

You should have a predefined process where you have an understanding of the endpoint & data flow between two systems. Make sure that you have proper arrangements for custom integration to build an effective connection.

Applications

If your organization has a dedicated app for functions such as sales, marketing, accounting, human resources, etc. then you should perform the swot analysis of each application. It will result in perfect integration which is being done on the basis of the strength of the app your business uses.

Hire Experiences Salesforce Integration Expert

Integration is an important aspect. An incomplete or a not successful integration is a total waste of time which leads to errors, data loss, and above all, user dissatisfaction. Hire an experienced Salesforce Consultant who can offer an intelligent & connected customer experience.

Conclusion

In this post, we have tried to explain the Salesforce integration process and the things that you should keep in mind for successful integration. For more details on integration, you can connect with FEXLE Services, a Salesforce Silver Consulting Partner, with proficiency in multiple Salesforce-oriented solutions like Salesforce consulting services, Salesforce implementation services, and many more.