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Salesforce Integration

Salesforce, Salesforce Integration

Successful Salesforce Integration – Top 5 Best Practices

A successful Salesforce Integration Strategy is determined by how effectively you leverage the robust APIs of Salesforce to integrate data and streamline operations in order to maximize your ROI. Once the integration is complete, you could have a holistic view of your process, a 360-degree view of your customers, and actionable data. In the absence of these, the integration shouldn’t be considered entirely successful. Some of the best practices that a company must follow to reap the rewards of successful integration are:

Data Quality

It is vital to know the context of the data, where to source it, and cleaning it. Your employees need accurate and timely information. They should be able to utilize the available information effectively and generate reliable reports that support your decision-making process. Your Salesforce Integration team should develop a thorough understanding of the details behind each data element utilized. It is also essential that your employees have access to clean data because records that are outdated or incomplete are challenging. By killing all data quality problems at the source, you’ll be able to access and utilize high-quality data to leverage it appropriately.

Error Handling

An error occurring during integration is a serious possibility and one that may have disastrous consequences if not handled promptly. Your system might be well equipped to handle information transfer, but it might be utterly powerless in a situation when an error occurs. Such an error may cause significant data loss if there are no backup systems in place. It is therefore vital to have a proper error handling system that alerts you to any potential errors, and if one does occur, the system handles it.

The Integration Process

One should have a clearly defined process in place before initiating integration. The process should clearly define the endpoints and data flow between them. This allows easy staging and modification of data before its transmission to other integrated applications. You should also make provisions for an effective connection for custom integration. Data delivery for different applications should be defined in the process as well. Another critical aspect of defining the process is to limit and control access to trusted users. If the integration process is well established and easily understood, the process will be seamless and error-free.

ALSO READ: Top 4 Considerations for Salesforce Integration

Your Applications

An organization usually undergoes Salesforce integration when it has specialized applications for its different functions like sales, service, marketing, operations, inventory management, accounting, logistics, human resources, etc. It is essential to recognize the strengths and weaknesses of each application. The perfect integration builds on the strengths of all your applications to streamline your business processes, automate workflows, and maintain data consistency. A flexible integration platform that takes a best-of-breed approach to get the most out of your applications is the perfect tool for optimizing your returns and reducing user frustrations.

Leverage the Expertise of Integration Experts

If not done correctly, a failed, or incomplete integration leads to wasted time and resources, data loss, errors, and user-dissatisfaction. The best way to avoid this is to procure help from Salesforce Integration Experts who can help you deliver intelligent and connected customer experiences. CEPTES, with its team of Salesforce certified consultants, offers end-to-end Salesforce Integration Cloud services. We have successfully performed integration projects for brands such as PayPal, Google Analytics, SAP, HubSpot, Dropbox, Quickbook, amongst others. Our Salesforce offered Integration Services include:

  • Integration using tools
  • Custom integration
  • API Development
  • Integration App Development

With such an experience under our belt and the best services that can be offered, CEPTES can help you connect and integrate your application and implement tailor-made digital strategies to suit your business requirements. To know more, please get in touch with us.

Salesforce Integration

Top 4 Considerations for Salesforce Integration

One of the most common issues faced by most of the industries is with regard to disparate data sources and the siloed systems. Integrations across a company can bring enormous challenges for both the SaaS/Cloud Service providers as well as the business users. As per research, about 54% of businesses missed their project deadlines in the past six months due to problems related to Cloud Integration. 

Additionally, in the last 3 years, every one in two businesses completely abandoned a Cloud app due to integration problems. Furthermore, it is estimated that more than half of the Cloud adopters tried using Cloud Integration, but failed at it. This complex data integration issue calls for a solution, and yet again someone has solved it.

The Salesforce platform has successfully introduced its own Integration Cloud. A SaaS offering with the most advanced technology for delivering connected customer and service experiences by using next-gen solutions for Data Integration. Offering a plethora of benefits, like efficiency, accuracy, and quality. Leading to enhanced user experience and ability in improving the ROI of each business user. With the MuleSoft Anypoint Platform, Salesforce customers can integrate data from any system to deliver critical and time-sensitive projects.

The points discussed below elaborate on the functions and benefits of the Salesforce Integration Cloud to boost productivity and improve the ROI.

Better Native ERP Integrations

One of the most worthwhile integrations that can lead to high-performance sales and drive greater ROI is through integrating Salesforce with your existing ERP. Since Salesforce has strong integrations with MS Office Applications and other social media platforms, it allows you to gain quick insights into the sales leads. These integrations, in turn, lead to less manual work and drive more revenue.

Enriched Customer Experiences

For ensuring perfect sales automation, it combines a unique set of services and tools for connecting every system, device, and customer to the surface data irrespective of its residing location. These tools and services also ensure connected Customer Experience (CX) beyond different channels. 

For instance, a developer can make use of the Lightning App builder for integrating the data regarding the commerce order history into the Lightning service console for transforming service interactions into cross-selling and upselling opportunities, and accomplish all it without leaving their comfortable console.

By contributing to the data accuracy, efficiency, and quality, Salesforce Integration Cloud can cause improvements in your ROI.

Enhanced Integration Platform

The Integration Platform offered by Salesforce Integration Cloud can offer a comprehensive solution for all of the needs related to Data Integration. The Integration Platform combines the critical capabilities of a comprehensive Data Quality, Data Governance, and Data Integration solution into a sole unified Cloud-based platform for efficiently integrating real-time organizational data, devices, services, processes, business partners, and systems across any cloud. The extensive Data governance capabilities offered by the Integration Cloud allow the customers in meeting their unique business needs through a single platform for collaborating across projects seamlessly.

The consultants at CEPTES give you intelligent sales process insights that focus on customer needs. These insights play a favorable role in contributing to improving your ROI.

Improved Connectivity

Working inside an organization is a taxing experience, as all the team members need to perform different tasks at a given point in time. One of the major problems faced by the team members is with regard to the non-automation of the routine tasks. If you want your business to have a complete digital transformation, then integrating siloed systems can efficiently work towards automating the routine processes and tasks by connecting to other Salesforce systems, on-premise systems, or external cloud on a unified platform. 

It has an advanced AI and app integration through which the business users can directly embed intelligence into their apps for gaining instant access to additional capabilities that help in keeping their business moving forward. This benefits the team by making them focus on generating sales and improving the revenue of your business. 

What can you achieve with a connected experience?

  • Seamlessly connect any system, Salesforce, or external, whether in the cloud or on-premises, on a centralized platform.
  • Drive API-led connectivity by getting rid of inflexible custom code and optimize business agility with application networks.
  • Enable teams to discover and reuse integration assets to build upon prior projects and address new business priorities.
  • Enable your entire ecosystem of developers, partners, and customers to create new revenue opportunities and top-notch customer experiences with packaged APIs.

Being a global Salesforce partner, CEPTES can provide the consultation and solutions required to boost business efficiency. A highly integrated business solution can increase the performance of existing business architecture. It uses the right strategies for increasing customer engagement and improving the ROI of businesses spread across different verticals. 

Get in touch with us to know more about our end-to-end Salesforce Integration Services.

Salesforce Integration

GitLab & Salesforce Integration – A New Way to Enable DevOps

Enterprises that adopt revolutionary technologies at a fast pace, become high-performing, develop better products at an accelerated speed, improve collaboration, enhance productivity, and achieve competitive advantage. DevOps is such an advanced approach that enables various siloed roles such as development, operations, QA, and others to collaborate in order to build more reliable and quality-driven solutions at lightning speed.

Salesforce as a platform has been working on its APIs in order to help developers create Salesforce-connected apps in the most efficient way. However, GitLab has provided an opportunity to drive next-gen DevOps leveraging enterprise-grade tools and functionalities in order to build Salesforce-connected apps rapidly. 

What is GitLab? GitLab is one of the most popular platforms for modern age developers as it offers a single, integrated application for a comprehensive DevOps lifecycle. Integrated with Salesforce, the suite brings advanced software development practices such as Source Code Management, Git-based version control, Project Management, Document Management, and automated CI/CD into Salesforce DX.

This will help developers get rid of manual tasks, avoid error-prone and slower development processes and enable concurrent development processes by collaborating team’s workflows with a single, integrated, and highly automated application of DevOps powered by GitLab & Salesforce. 

Why do you need Salesforce-GitLab integration?

If you care about the workflows, layouts, sales process, custom code, profiles, and objects/fields in your Salesforce org, you need to consider integrating GitLab. Even for organizations that really want to protect their codes and configurations from accidental override or deletion across sandbox and production org, must consider integrating GitLab & Salesforce. 

With this, you can:

  • Build apps faster in the Salesforce platform
  • Eliminate complexity & empower your team to manage projects, not just tools
  • Unified DX for seamless communication across admins & developers
  • Automate manual processes like QA testing
  • Adopt new SFDX features such as Scratch Orgs, SFDX cli, etc. 
  • Quicker business value through concurrent development 

CEPTES, which is a comprehensive Salesforce platform focused company since 2010, extends the power of Salesforce & GitLab integration to help you extend the power of Salesforce & GitLab. We are offering FREE Salesforce+GitLab Integration service to the first 15 companies & the offer is valid till the 10th of May, 2020. Fill out the form & start your DevOps journey in the world’s #1 CRM platform today.

 

Salesforce Integration

Slack & Salesforce Integration: What’s New & How to Integrate?

One of the most popular communication & team collaboration applications Slack, which has 12 million daily active users, has added a few new integrations with Salesforce’s Sales Cloud & Service Cloud. The Salesforce & Slack integrations will enable both the solutions users now to communicate in real-time between Slack & Salesforce Chatter. This integration will boost team collaboration & productivity. 

Slack users can now search and preview Salesforce Sales Cloud & Service Cloud records including accounts and opportunities within the app by using a slash command. As per another new feature, now users can send Salesforce records related to an account or case to another individual Slack user or a channel directly. Sales & service reps using Salesforce can now see Slack conversations related to a Salesforce record. 

Slack rolled out its first integration with Salesforce’s Sales Cloud back in 2016. Apart from the latest integration, we can expect a lot of integrations coming in the near future. The latest integrations will surely be going to make sales & service more seamless and collaborative for both the platform users. 

How to integrate Salesforce & Slack?

You can integrate your Salesforce CRM with Slack using multiple ways such as using APIs (Native Integrations), & Third-party integration tools. The Salesforce-Slack integration enables you to search your Salesforce instance from Slack, and share results in Slack. The integration will also help users share messages both ways between Salesforce Chatter & Slack. In order to integrate & use both the solutions, The Slack AppExchange app needs to be downloaded from the Slack App Directory (www.slack.com/apps). It is recommended to read the installation guide carefully. You can get AppExchange plug-in for Slack here

Native Integrations/APIs
The Slack and Salesforce CRM integration allow users to search and share Salesforce contact and account records and share leads and opportunities. Please refer to this Slack KB article to see the options for integrating both the systems and also how to install Salesforce CRM access from Slack’s App Directory. 

Third-Party Integrations
There are various third-party tools available using which you can integrate Salesforce & Slack. However, we recommend you to verify any third-party tool before installing and to be cautious while deploying. 

 

Source: Salesforce.com, Slack.com