The Salesforce solutions are the result of several integrations done behind the scenes. Although Salesforce has a robust API, but the capabilities of other platforms are to be checked before integration. Salesforce obtaining an understanding regarding the structure and limits of these applications prior to initiating an integration will yield the greatest results. As the technology of these applications continues to evolve, the capabilities of the applications are becoming less of a concern. The checking of these applications reveals the extent to which the integration will be possible.
When reviewing the time, effort and duration of any integration project the flow of the data must also be considered. The one-way integration in Salesforce has a few, it is a best practice to configure the integration to accept data back from Salesforce, specifically the Salesforce ID. While this may not be a necessary element of the integration today, establishing this up front will ease any transitions into a two-integration and make referencing data between two systems that much easier.
The time, effort and duration are the three directions in which integrations are required. There needs to be a clearly defined path around the flow of data to ensure that the most relevant and appropriate information is always accurate. Ensuring clear data governance at the entry points master points and data monitoring is the crucial intakes in Salesforce.
Additionally, to best deal with errors and inconsistencies in the integration process, establishing detailed logging records will improve the speed of which any errors are resolved. While this adds to the time and duration of the project upfront, providing more granularity around the transfer of data is critical to the long-term success of any data integration project.
There are also many different methods that can be employed to facilitate an integration with Salesforce. Heroku platform is still used to obtain good results. The platform aligns very well with Salesforce through the API, it can be scaled up or down depending on client needs with zero maintenance, and it is delivered at a lower cost.
As stated, there are many factors that influence the time, effort and duration of an integration project; therefore making it hard to pinpoint averages. At the low end of the scale, there are applications that have a pre-built connector that requires only configuration to establish and integration. An integration where that is the case could be up and running in a day’s time or less. However, for a multi-directional integration that requires data to be parsed prior to being added to Salesforce could take several months.
Some of the challenges in the integration are:
1. Data mapping
Mismatching between data fields and types is the most common challenge. The names, locations and even numbers of data fields usually differ greatly from app to app. For example, Salesforce permits a single address field, – Billing Street, while there are solutions that have multiple ones. If such is that case with your app, even manual mapping won’t solve the issue, while custom coding is pretty tedious.
2. Repeated Names in Salesforce
The business apps consider repeated names as duplicates, while Salesforce allows such an option. The problem with this is that it’s unclear, how to treat those repeated names within external applications, when the information is imported into them from Salesforce, and which record to modify if you’re updating Salesforce tables with another app’s data.
3. Preserving Links Between Data Fields
In addition to transferring the content, one needs to keep in mind the connections between different data fields. Preserving referential integrity is one of the toughest parts of integration with any platform, and Salesforce’s complexity makes things even more tricky. Sometimes the connections between different entities in this CRM are far from being obvious, which makes manual Salesforce integration almost unattainable.
4. Automatic ID generation
Another thing to keep in mind is that Salesforce automatically generates its own ID for each entity created or imported into it. This is a problem when the records, imported from external applications already have IDs and are linked to other records via those IDs. Evidently, if the IDs are overwritten by Salesforce during data import, the links won’t be preserved either.
To overcome these challenges in integration, Salesforce development companies focuses on building the own custom solution or use of existing tools to remove and prepare the data for final integration.
The main benefits of building your own software for integration are extensive customization options and great flexibility, allowing to satisfy all of your specific demands. However, high cost and considerable time required to develop the tool make this option unreasonable in most cases. However, we are providing Salesforce integration services and our skilled Salesforce developers produce error free results by preserving the data for future. If you are planning to opt for Salesforce solutions then you may contact us.
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