Present briefly the benefits of Salesforce integrations, examples of Salesforce integrations, and tips on a successful Salesforce integration.

1. SALESFORCE
INTEGRATION
CiiAction.com

2. A connection to the other tools/apps you need
to run your business which can provide a
powerful custom solution with several benefits
to your team productivity
What is Salesforce Integration?

3. Better efficiency for end-users
Unified appearance
More control over processes
Single source of truth
What are the Benefits of
Salesforce Integrations?

4. Communication Apps and Email
Financial Systems
Other CRM Systems
Computer Telephony Integration (CTI)
Examples of Salesforce
Integrations

5. Tips on Integrating
with Salesforce
Successfully

6. 1- Plan Out your
Integration
Strategy
Integration objectives & project
timeline,
Data quality & data integration
requirements, and
Applications, resources, & other
requirements.
Determine:

7. R|S
2- Salesforce
Customization
Services
The applications & how
data will flow between
them,
Staging & data delivery for
every application, and
Integration security.
Clearly Define:

8. 3- Use the Right
Integration Tools/API
R|S

9. 4- Conduct Proper Testing
System testing by developers / admins,
User acceptance testing by users,
Retesting in the production environment, and
Regression testing to test the integration is affecting any
existing processes of the system.

10. Reach out to us if
you have
questions!
EMAIL
info@ciiAction.com
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