Activity Forums Salesforce® Discussions What are the best practices for data integration?

  • Surbhi

    Member
    June 3, 2016 at 6:33 am

    Hi Himanshu, please have a look on the below points:

    1. Identify data that needs to be stored in salesforce
    2. Be aware of your source data and where to store it
    3. Review data management requirements
    4. Decide on a schedule that fits your company
    5. Leverage standard integration apps
    6. Set up time for quality assurance (QA)
    7. Create a salesforce data model specific to the needs of your company
    8. Use salesforce functionality
    9. Set up a “system of record”
    10. Use help text to provide end users with context
    11. Use external ids
    12. Undertake regular updates and logging
    13. Perform a security check

    Thanks

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