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Salesforce Integration Best Practices

HomeBusinessSalesforce Integration Best Practices

Salesforce is known for its highly customizable nature and the ability to readily integrate with suitable third-party platforms. Salesforce users can get the CRM platform integrated with third-party platforms to increase its overall functionality.

For example, Salesforce PayPal integration allows users to use Salesforce for sending and receiving streamlined payments, Salesforce DocuSign integration facilitates e-signing and document-sharing functionality to be availed of in Salesforce. This way, Salesforce integration allows Salesforce users in working on a single unified platform instead of switching between two or more platforms for getting their work done.

As important as Salesforce integration is, it is equally important for an organization to adopt the best practices to carry out the integration. Always ensure that you make optimum use of the Salesforce APIs to integrate the platform with third-party software.

Here are some of the best Salesforce integration practices that would help you undertake the integration process in the best way possible:

Monitoring The Data Quality

Data forms the core of any Salesforce integration process. It is important to ensure that the quality of the data to be integrated is maintained throughout the process. 

For this, make sure that you know the context of the data to be integrated, locations from where to source it, and the best ways to clean it before integration. It is important for the integrated database to use the available information effectively and help you in making the right decision. 

Always persuade your team to understand specific details pertaining to every data element integrated to undertake smooth and effective Salesforce integration. Further, make sure that your database is clean with no unwanted or duplicate records. Outdated and/or incorrect records can be really challenging to deal with, resulting in faulty integrations.

Efficient Handling Of Errors

If you overlook errors while integrating your Salesforce CRM with a third-party platform, the processes carried out via the integrated platform will take a hit. It is possible for your system to be highly competent when it comes to data transfer but may not detect/track errors well.

It is, therefore, important to handle integration errors in a way that the crisis is averted without affecting the core functionality of the platform. Have a robust backup system in place to prevent unwanted data loss due to integration errors. 

Also, implement a system that alerts you about errors in real-time and helps you in rectifying the same in an effective manner.

Having A Well-defined Integration Plan

Just like any important project, it is important to have an extensive integration plan in place for smooth and effective Salesforce implementation. Have clearly defined objectives to be achieved through the integration and prepare a project timeline to streamline all processes.

Make sure that your integration plan clearly defines the endpoints and the flow of data between them. This will allow your team to stage data before it is transmitted to another platform. If you are planning to go ahead with a custom integration, make sure that you have provisions for effective connections to facilitate the customized transfer of data. 

The integration process should also clearly define the data delivery for different applications according to specific requirements. Most importantly, make sure that your integration plan includes provision for limited and controlled access to the platform. Keeping in mind the security and privacy of your database,  it would help you in keeping the system safe from threats like data breaches, frauds, and unauthorized access. 

If you are successful in charting out a holistic Salesforce integration plan, you can make sure that the entire integration process is carried out in a smooth and error-free manner.

Understanding Your Salesforce Applications

When you are undertaking Salesforce integration, it generally implies that you have dedicated applications for performing specific business processes and catering to specific departments within your organization. These apps can be used for an array of purposes related to sales, marketing, customer service, operations, inventory management, accounting, human resources, logistics, and much more.

Before you go ahead with the integration it is important to understand the strengths and shortcomings of the apps you are willing to integrate. This would help you in selecting the ideal third-party app and data model to undertake the integration.

An ideal Salesforce integration process involves the development of a robust platform that helps you streamline your business processes, maintain the consistency of your database, and automate your workflows according to your requirements. Its approach allows you to optimize your Salesforce applications and make the most out of their functionalities to obtain the desired results.

Obtain Assistance From Salesforce Integration Experts

No matter how simple the process is, it is always advisable to take help from Salesforce integration experts while carrying out the implementation process. Look for the best consultants and developers to guide you all the way to obtain connected customer-friendly functionalities out of the integrated platform.

Salesforce integration service providers often consist of a team of developers, consultants, and data architects to help you at every phase of integrating your CRM platform. With the right assistance, you can carry out your integration project just the way you envisioned it.

Also, taking help from experts makes your Salesforce integration process free from errors. The experts would make sure that your Salesforce is optimized and resolve all the issues/confusion you may have regarding the implementation process.

Focus On Your Clients

Finally, the most important aspect to keep in mind while undertaking Salesforce integration is to keep your focus on your clients/customers. It is them for whom you would be carrying out multiple processes on the integrated platforms. Always make sure that the data models you create, the tools you choose, and the integration route you take are in sync with the needs and preferences of your clients.

The Final Word

Salesforce integration is an ideal way to expand the already powerful functionality of Salesforce by connecting it with suitable third-party applications. Always make sure you keep these practices in mind to carry out an integration project with the utmost ease and efficiency.

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Chitiz Agrawal
Chitiz Agrawal
Chitiz Agarwal also known as “Kumar” is a evangelist and architect who has more than 14 yrs of IT experience. He has worked with big MNCs like Accenture and IBM and now running Techila Global Services for the last 8 yrs and grown the company to a size of 150+. He has delivered more than 700 projects on to date and participated from initial requirement understanding to final delivery. His twitter handle is @ChitizAgarwal


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