A Small Guide On Salesforce Integration: Benefits | Types

As businesses expand their operations, they often need help to keep up with the increasing workload. From managing customer information to tracking sales leads, the demands on sales teams can quickly become overwhelming.

Fortunately, Salesforce integration solutions offer a variety of tools to help streamline these processes and boost productivity. With automated workflows, real-time data syncing, and seamless app integration, SF integration can take your business to the next level.

With so many benefits, it's no wonder that more and more businesses are turning to Salesforce integration solutions to optimize their operations.

What is the meaning of - Integration With Salesforce?

This means” The action or process of successfully joining or mixing a different system with Salesforce. Imagine you need information in Salesforce stacked with other software or technology.

To do that, you require engaging multiple resources, which sounds like an arduous task with high time consumption. Integrating that software with Salesforce allows you to manage all that information across multiple systems.

Why Is Salesforce Integration Important?

Improved data accuracy and consistency across systems, further reducing errors.
Better decision-making by streamlining business processes and workflows
Enhanced visibility into customer interactions and sales pipelines
Better forecasting and pipeline management through accurate and timely reporting and tracking KPIs and performance metrics.
More personalized and targeted communication leading to better customer insightsImproved customer experience and satisfaction
Better collaboration and communication across teams and departments, reducing silos and increasing cross-functional alignment
Increased scalability and flexibility as business needs change and evolve
Reduced manual data entry and duplication, reaping comprehensive benefits of Salesforce CRM with lesser risks of errors
Ability to eliminate redundant systems leading to resource optimization
Competitive advantage through leveraging data insights and customer intelligence

Different Types Of Salesforce Integration

Native Integration

This is called single-platform integration, as you don’t require any other tool outside the Salesforce ecosystem. Compared to different ways of integration, this one is easy, fast, cost-effective, and accurate, enticing all to try it first.

On AppExchange, you can find such tools for data sharing in a reliable and streamlined way.

Custom Code Integration

This Salesforce integration solution relies on Salesforce API and hand-coded solutions for connection. It is useful primarily when ready-to-use tools are unavailable or the business has unique requirements. The major drawback is the cost associated with the development and regular maintenance when the salesforce or the other applications are updated.

Don't forget to check out: Salesforce Integration with Google Calendar | All You Need to Know

Batch Integration

“Batch” means processing large volumes of data at predefined times in batches. It relies on hourly, weekly, and monthly data updates to avoid processing large volumes of data in real-time, which can lead to performance issues and system overload.

Batch integration involves dividing extensive data sets into smaller batches and processing them sequentially. It is suitable for data imports, updates, and deletions. Moreover, it is also helpful in running complex reports and queries.

Real-Time Integration

What do you think - Is real-time integration necessary for all scenarios? Real-time integration is optional, barring a few industries and applications. Near real-time integration is more sufficient and easy to implement, manage and control.

Force.com Canvas Integration

Canvas is among the best Salesforce integration tools consisting of JavaScript APIs for linking third-party applications to the World’s best customer relationship management (CRM) software. It includes multiple tools to handle authentication, context, events, cross-domain XHR, resizing, and more.

Near Real-Time Integration

Near real-time integration occurs within seconds or with a slight delay of a few minutes, depending on the requirement. This method is helpful when quick data integration is necessary, but a slight delay in the transfer is not so detrimental.

It is easy to maintain and more reliable as compared to real-time integration. This approach works exceptionally well for various applications, such as emailing customers to confirm online orders.

Real-Time Mashups

To create real-time mashups, you must build a user interface in a provided framework for creating customized UIs- Visualforce. It is a smooth process to create UI through custom branding. Moreover, callouts to retrieve data from external systems and simple flows are also available for UI creation.

As per Salesforce integration partners, this methodology suits businesses requiring immediate access to data outside of Salesforce in several external systems.

Check out another amazing blog by Algoworks here: Salesforce Einstein: The Driving Force Behind Exceptional Organizational Growth

Types Of Integrations That Can Suit Your Business Needs

Regardless of size and industry, most organizations connect their Salesforce to external systems primarily at the process and data levels. However, here are the three primary levels of integration used in Salesforce.

Data Integration - Essential when you need to synchronize data from multiple systems.
Business Logic Integration - Empower you to build robust and comprehensive business solutions for various back-end systems and apps.
User Interface Integration- Preferred way to create a centralized user experience

All the different types of Salesforce integration mentioned above are helpful. However, we recommend you try native or single-point integration.

Outcome

By leveraging the different types of Salesforce Integration available, businesses can streamline their operations, improve collaboration, and gain valuable insights into their customers. From API integrations to app integrations, the possibilities are endless. So, embrace the power of SF Integration and take your business to new heights!