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2. Salesforce Integration Challenges
Integration with multiple systems provided by different vendors.
Integration of cloud-based Salesforce to on-premises systems.
Integration with complex custom solutions.
Integration of several CRM solutions across regional branches.
Complex integration scenarios that require flexible and scalable solutions.
Need for full visibility of information flows between integrated applications.
Real-time data synchronization.
3. Salesforce Integration : Steps to Success
Define Process
Data
Tasks
Timing
Identify the Layers
User Interface
Application
Logics
Data Model
View
Controller
Model
Choose the Approach
Build vs Buy
Methodology
Resources
5. Why do You Need Salesforce Integration?
Salesforce integration helps you to create a more engaged customer and employee
experience by providing a 360-degree view. It helps you bring two distinct systems
together in order to build a unified productive view of your customers.
Solve complex business logic to provide you with more reliable solutions.
Provides you with single authentication across all the tools via O-Auth.
Helps you bridge the gap between front end team (sales, service, and marketing)
with back end team (finance and administration).
Make your business processes self-operational.
6. Technical Approaches To Salesforce
Integrations
Direct integration solution. That is either a direct API or database
integration between Salesforce and another system. Though limited in
flexibility and points of integration, this option will satisfy the need for mutual
data exchange between two systems.
Solution based on integration server. A more flexible solution that reduces
effects of systems’ updates on the integration, minimizes the need for IT
resources and gives you more control over data flows. This broad group
includes solutions hosted in the cloud and on-premises, as well as those
delivered according to a hub-and-spoke and an enterprise service bus (ESB)
models.