How to integrate Salesforce with Other Business Applications

 Businesses use various applications to manage their operations, data, and customer relations. Salesforce being a strong CRM platform, is used to integrate with multiple business applications. These business applications are usually third-party applications. Salesforce integration with these applications breaks down data silos, enhances cross-team collaboration, and put all information in a unified place for improved decision-making. Salesforce can be seamlessly integrated with the following business applications:

Marketing platforms: HubSpot, Marketo, Mailchimp, Pardot

ERP Systems: SAP, Oracle, Netsuite, Microsoft Dynamics 365

Help Desk Software: Zendesk, Freshdesk, ServiceNow, Jira

Productivity Suites: Google Workspace, Microsoft 365, Slack, Asana

Databases: MySQL, PostgreSQL, MongoDB, Oracle

Partnering with a Salesforce integration partner enables you to get a reliable, scalable, and smooth connection between your Salesforce system and business applications.

Salesforce integration involves several approaches and deciding factors:

Selecting the Integration Approach:

Code-based integration: It is a custom integration approach where APIs and middleware are used. This approach gives a free hand to developers to customize Salesforce integrations as per business requirements.

App-based integration: This integration approach uses pre-built apps from Salesforce AppExchange. This method is quick and easy to integrate with third-party systems.

Selecting an Integration Tool:

If you’re considering app-based integration for faster integration, the below factors must be followed:

Check tool availability on AppExchange

Pre-built connectors to minimize setup time and complexity

Verify that the app receives regular updates

User reviews and ratings

Customization flexibility

Evaluate the pricing stricture

Planning the Integration Architecture:

The integration must be carried way by following the below questions in mind:

Which systems will be integrated with Salesforce?

Will the app support one-way or two-way sync?

What will be the “source of truth” for each data type?

How will the app trigger API calls between Salesforce and other business applications?

How data will be filtered and transformed?

How will the app resolve data duplicity?

Connections and Mapping Configuration:

Using API and authentication, the integration tool will be connected to Salesforce. Configuration is required among connections and target apps. Once the connection is in place, data fields should be mapped between Salesforce and external objects.

Automation and Workflow Building:

Now you can set up workflows and logic to automatically start syncing, schedule tasks, or filter data. This process prevents the need to manually intervene.

Testing and Deploying:

When everything is in place, it’s important to test thoroughly synchronized data and scenarios before launching. 

Maintaining Integrations:

The integration must be watched for regular updates and adjustments to ensure it works smoothly in the new environment.

By following the above-mentioned steps, Salesforce can be reliably connected with your business application as per your business needs.

Alt Digital Technologies as an AppExchange Partner is here to help you at every stage of your Salesforce integration journey.

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