Salesforce has really transformed a lot of companies I’ve been involved with because it’s made the sales team way more effective and allowed all people that need access to know what’s going on.
It’s really important that companies tear down the data silos within their organizations and integrate their data across applications. When we integrate something we are connecting two applications or systems together so they can talk to each other and share data. Integration is necessary to sync or move data. Before you or the company can start an integration it’s really important to know what you’re hoping to get from the integration and what the key performance indicators are.
Organizations that are integrating Salesforce into their technology stacks need to make sure that they are making it the single source of truth. For Salesforce to be the source of truth it will need to connect to a variety of systems and potentially be done in a variety of systems or technologies.
Over the next fifteen weeks or so I intend to write a blog article detailing all of the potential ways you can integrate Salesforce. The topics covered can be seen below.
Preparing for Integration
- Salesforce Integration – Planning & Documentation
- Salesforce – Common Integration Architectures & Limits
- Salesforce Integrations and the Data Flow Process
- Salesforce Integration Patterns
App-Based Salesforce Integration
- Common App-Based Salesforce Integrations
- Salesforce Integration using apps like Jitterbit
- Salesforce Integration – Zapier OR IFTE
- Salesforce Integration using Data Loader
Code-based Salesforce Integration
- Salesforce APIs
- Salesforce Outbound Messaging
- Salesforce Soap API (Enterprise WSDL / Partner WSDL)
- Salesforce REST APIs
- Salesforce Call Outs
- Salesforce Events
Integrating Salesforce with other apps has the potential to dramatically improve efficiency and productivity in businesses.