What Is Salesforce Integration?
Chances are your business already utilizes some form of customer relationship management (CRM) software, maybe even Salesforce. The overarching goal of a CRM is to improve relationships with your current customers, find new customers, and even get back former customers and clients.
But, most businesses rely on more than one software provider to help manage clients, tasks, and more. How you can you bring these various pieces of software together? With integrations. Integrations allow you to enhance existing software uses and streamline workflows across multiple types of software.
There are many Salesforce integrations available, so we'll walk you through which one best suits your business, along with showing you the basics of how to integrate Salesforce:
What Is Salesforce?
Salesforce is one of the most popular CRMs in the world. If your business doesn’t currently use this software, then you’ve probably considered it at one point.
Overall, it’s a cloud-based customer relationship management platform designed to help improve relationships with clients and customers. It’s designed to help you and your team develop a more comprehensive view of your customers, so you can provide them with a stellar experience.
Plus, with its cloud-based deployment, you can manage your customers anywhere, across multiple devices, no matter where in the world your team may be.
To truly unlock the power of Salesforce you can integrate your data with other platforms. This will not only enhance your existing customer profiles but make your other tools more useful as well.
What Kind of Integrations Does Salesforce Offer?
Most enterprises will use multiple different applications. Not all of these are designed to communicate with each other from the get-go. So, integrations have been developed to help related applications share data and ensure operational efficiency and data quality.
Salesforce offers a myriad of different integrations to support your business. You have the option to build apps or pick up a pre-built integration app from AppExchange.
Currently, you’ll find over 150 different existing integrations across verticals like:
- Financial services
- Call center
- Team communication
- Document management
- And more
Plus, if the integration you’re looking for doesn’t currently exist, you can build your own integration using the Salesforce open API, or other methods.
How to Integrate with Salesforce
If you have data that is stored across several different applications and systems, then you can use a Salesforce integration to unite this data. These integrations work to bring your data together to provide you with an overarching view of your customer, along with real-time updates and actions.
There are multiple levels of integration available, depending on the applications you’re trying to combine. In most cases, you’ll be integrating with Salesforce across the user interface, business logic, data, and security layers.
Here’s how the various integration layers break down:
1. User Interface
This deals with the user interface of two different systems. You’ll be able to create apps that rely upon two different UIs without having to change the UI of any individual app.
2. Business Logic
This deals with multiple application systems and links them together. This way you can create an end-to-end business process that functions as a complete system.
This is one of the most common integrations and is probably the one that will give your business the most benefit. With this style of integration, you’ll be using an open API to link different datasets together into a single shared database.
This will link together different user authentication processes, which will streamline your user experience and help avoid having users go through multiple validation or security steps.
Creating your own integration is a task that should be handled by your technical staff or development team. Salesforce offers a documentation guide dedicated to integration best practices and how to best design and implement a useful integration. However, the chances are high that an existing integration already exists, especially if you’ve been using software that’s been around for a while.
By now you should have a deeper understanding of how to integrate with Salesforce, as well as the multiple of integrations currently available to your business. Employing integrations will help to streamline your workflows and give you a more comprehensive view of your customers and clients.
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