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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 solutionsacross 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.
Salesforce Integration : Steps to Success Choose the Approach Define Process Identify the Layers View Build vs Buy Data User Interface Controller Tasks Application Logics Methodology Model Timing Resources Data Model
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.
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.
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