To create a centralized user experience, Salesforce integration connects the data and functionality offered by the SaaS CRM platform with other CRM systems, applications, or software.
Key platform procedures can be streamlined thanks to the integration of the systems, capabilities, and data in your Salesforce org.
CRM INTEGRATION RESTRICTIONS
Although Salesforce has the capacity to link any number of IT systems, not all integration tools are created equal from both a technical and user perspective. They may differ in terms of programming languages, data storage methods, and user categories.
It’s relatively easy to set up and use several Salesforce connectivity tools. They are a typical Salesforce integration and frequently feature pre-set templates to make the procedure simpler. Others could be trickier and necessitate a certain level of technical expertise.
SEVEN PREVALENT INTEGRATION TYPES EXIST:
- The Integration of Apps
It is a great choice for Salesforce integration projects that call for the least amount of participation in setup, configuration, and upkeep. The most time-consuming and important step in this kind of integration is actually preparation.
To be sure that this software won’t interfere with your Salesforce architecture or run afoul of other integrated applications, plug-ins, or systems, you must do extensive research on the app’s compatibility, system requirements for integration, API restrictions, and other relevant topics.
- Integration Based on Coding
This strategy is appropriate for more complex projects that require custom integrations to ensure total compliance with system requirements and various API versions. This technique typically requires more time and possibly outside assistance.
This integration type’s biggest flaw is that it necessitates specialized engagement in solution support and maintenance with each Salesforce release
- Integration of user interfaces
Users can enter several apps from a single platform and have them function as a single system using this type of integration.
- Integration of a press button
Data is sent across systems during this integration during a stage of the work process when the other system is engaged, either by clicking a button or choosing from a menu.
- Organizational Process Integration
To manage business logic across different apps and complete the end-to-end business process, this approach might involve Apex web services.
- Integration of Salesforce Data
With this technique, a single app in an organization can serve as the primary source of the business object and data synchronization via SOAP and REST APIs is made possible. Although this kind of integration doesn’t need to be coded, it can’t use custom logic.
- Integration of Salesforce Security
To enhance user experience and minimize administration, this type aids in unifying all the authentication processes.