4 Best Practices for Ensuring Successful Salesforce Integration

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Data continues to be one of the most important assets for any organization. However, to optimize humongous data that gets accumulated over some time, robust CRM is required. As leaders in the cloud CRM space, Salesforce enjoys a great market share of around 20% as well as a great adoption rate. While companies across the globe have realized the significance of maximizing their CRM utilization, they have also realized the fact that to realize better opportunities for insights and a complete view of their customers, integration of siloed data spread across multiple locations and other apps is essential.
So, whether organizations are looking to connect data between various Salesforce Clouds or Salesforce instances or thinking of integration with on-premises applications, they must consider the implications. Organizations should consider getting in touch with a reliable Salesforce consultant for appropriate help and support. Listed below are some best practices, which organizations should follow to reap the benefits of Salesforce integration:
Data Quality: Since, employees need access to timely and accurate information, it becomes important for organizations to know where to source data from and how to clean it. In other words, they should be able to make use of the information available, which would aid them during the decision-making process. The Salesforce integration team should have a thorough understanding of all the details regarding every data element used. This will help them to ensure data quality by resolving all quality issues right at the source helping them utilize clean and high-quality data.
Handling of Errors: The occurrence of an error during the integration process can have serious consequences. It’s important to handle the situation promptly and have a back-up system in place to avoid data loss. With an appropriate error handling system in place, timely alerts to any potential errors can be received, which helps in the proper handling of the system.
Streamlining Integration Process: Before initiating integration, organizations should have a clearly defined process in place. This allows for easy staging and modification of data before being transmitted to other applications. Apart from this, provision for custom integration should be made and data delivery for different applications should be defined. With a well-established integration process in place, the entire process will be error-free and seamless.
Specialized Applications: Integration is usually conducted when an organization has robust applications for other business functions such as sales, marketing, human resource, logistics, inventory management, etc. Integration success relies largely on the strength of these applications and helps in automating workflows, streamlining processes, and maintaining data uniformity.
Though, Salesforce integration paves way for better business productivity and growth, it can lead to data loss, errors, and customer dissatisfaction if it is not done correctly or incompletely done. To avoid such a situation, it’s prudent to get in touch with an experienced Salesforce implementation partner who can help you deliver connected and superior customer experiences.

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