Salesforce is a powerful business platform that enables companies to manage all their customer and employee data in one place.
Integrating Salesforce with other systems is a key component to getting the most out of your Salesforce system. To help you get started, here are some integration best practices:
Define your Integration Goals and Objectives
Before you start, you need to define your integration goals and objectives. This means taking a step back and thinking about what you want to get out of the project. Is there an area where your business could be improved? Is there an opportunity for growth that would benefit both parties? Do you want to save money or increase revenue through this partnership?
There are many ways to approach this issue: some may prefer a long-term goal (such as increasing sales), while others might choose something more concrete (like reducing costs). Whatever approach you take, make sure it’s aligned with both parties’ needs and interests–and don’t worry if other people have different ideas about what success looks like! You can always discuss those differences later on; just remember that everyone has different priorities when setting up their own project plans.”
Identify your Salesforce Footprint
Before you can even begin to consider how to integrate Salesforce and Sales Cloud, it’s important to understand the extent of your current footprint. This will help determine which integration methods are best suited for your organization.
What Salesforce modules are you using? To start, take inventory of all the modules in use at your company (for example, Sales Cloud Professional Edition or Enterprise Edition). These modules may include:
- Sales Cloud – includes activities like lead generation and sales forecasting;
- Service Cloud – provides tools for service management;
- Community Cloud – allows users from different departments within an organization share content with one another;
- Analytics Cloud – provides access to real-time data analysis capabilities through dashboards, reports and scorecards;
- Chatter social networking tool that facilitates communication between employees across departments
If doing so all by yourself gets to your nerves, it is wise to consider Salesforce Integration Consulting from a renowned Salesforce Integration company.
Select an Integration Partner
Once you’ve decided to integrate Salesforce, the next step is to select an integration partner. There are many different types of partners that can help with this process–from software vendors to consultants.
While it’s tempting to go with the cheapest option, it’s important to remember that cost isn’t everything when it comes time for your company’s long-term success. It’s important that your integration partner be familiar with not only Salesforce but also your industry and business processes so they can provide you with the best value possible.
Maintain a Plan for Scaling up your Onboarding Process
In order to maintain a successful onboarding process, you’ll need to have a plan for scaling up your process as well as one for scaling down. You should also include periodic review of your onboarding process so that it stays fresh and up-to-date with best practices.
To help you define these plans, let’s look at an example: Say you’re building an app that helps salespeople manage leads within Salesforce CRM. You might define three phases in this case–beginning with “onboarding” (the initial setup), followed by “training” (training users on how best to use the application), ending finally with “post-launch support.”
Manage the Performance of your Salesforce Instance(s)
Monitoring the performance of your Salesforce instance(s) is a good way to ensure that your organization is getting the most out of its data. The Salesforce integration best practices below will help you maintain high availability, optimize query performance and reduce downtime:
- Monitor system health regularly. You should be able to see when there are issues with your Salesforce instance(s) so that they can be addressed before they become major problems.
- Check for bottlenecks in processing by monitoring Governor Limits, new features, memory usage and SOQL calls for each context. This process should be repeated regularly as new objects are created or moved around within the instance; otherwise there may be significant delays when trying to access those particular records later on down the line!
Integration Best Practices are a Key Component in Getting the Most out of your Salesforce System
Integration best practices are a key component in getting the most out of your Salesforce system. To ensure the system follows the best Salesforce Integration practices, take help from a company offering Salesforce Integration Services. Here are some examples of integration best practices:
- Platform events, change data capture (CDC) and custom fields can be used to send data to other systems from Salesforce. This helps ensure that all relevant information is available when you need it and allows for more timely reporting and analysis than if you were using manual processes alone.
- It’s important to understand how much data is being pulled into Salesforce so that you don’t overload yourself with too much information or overwhelm the system with too many API calls–especially if those reports aren’t being used regularly by end users!
Salesforce integration is an essential part of any eCommerce or B2B company’s growth strategy. The best way to ensure that your Salesforce implementation is successful is by following these best practices and keeping them in mind throughout the process. Consider contacting Salesforce Integration Consulting Services based in the USA, such as ours. By doing so, you can ensure that your data will be clean and accurate, which will lead to better business decisions being made by everyone involved in making those decisions.