How to Integrate Salesforce with Third-Party Apps - PowerPoint PPT Presentation

About This Presentation
Title:

How to Integrate Salesforce with Third-Party Apps

Description:

Salesforce brings a huge opportunity for businesses who want to stay ahead of their competition by way of better CRM, product delivery and running other marketing programs. – PowerPoint PPT presentation

Number of Views:16
Slides: 4
Provided by: janbask

less

Transcript and Presenter's Notes

Title: How to Integrate Salesforce with Third-Party Apps


1
  • How to Integrate Salesforce with Third-Party Apps
  • Salesforce brings a huge opportunity for
    businesses who want to stay ahead of their
    competition by way of better CRM, product
    delivery and running other marketing programs.
    All these activities, however, become very
    challenging if the business has limitations of
    budget and time. Salesforce has proven its mark
    on an international stage by being successfully
    able to handle all these challenges with ease
    owing to its non- intrusive and scalable
    platform. Thus, to completely leverage various
    uses of Salesforce, the businesses have to
    integrate the same to the customer-facing
    business processes. Thus, the question of
    integrating Salesforce with third-party systems
    like ERP, databases, etc. has become very
    challenging for various businesses.
  • Process of Integration
  • Preparation and Planning This is the most
    important phase in which you have to decide the
    goals of the integration. It is important for you
    to know the answers of the questions like the
    kind of data that needs an extraction, what data
    needs to be backed up, is it important to have
    the data of Salesforce to be backed-up, etc. In
    case if you consider manual coding also you will
    need to consider both the time and effort which
    are needed to learn the APIs. Latter gives
    connectivity to both the source and target, to
    write the logic of transformation, etc. Thus,
    your goals should be very clear and the success
    of the integration will depend on the clarity of
    your goals as a lack of clear strategic vision is
    one of the primary goals.
  • Connection Maintenance at the Data Source To
    start reading the source data, you will have to
    develop connections with the source database.
    Thus, you will need to have got access to data
    tables, data structures, and data entries. This
    actually marks the starting point of data
    integration. In case if you make use of visual
    tools like Apatar, then you can do it comfortably
    without having to write a single word of code. A
    possible gap could be that the integration of the
    data is not detailed and it also lacks a lot of
    data sources which are used to make decisions.
    Otherwise, the application is ready to operate
    the data.

2
  • Staging Usage of Database Although this step is
    optional but can definitely be considered
    especially if you need to apply intricate data
    cleansing or the enrichment rules as your data
    travels from the source to the target. E.g., you
    may want to bring together data from more than
    one source like news from RSS feed, fetch
    information from the GoldMine CRM, verify emails,
    names, etc., combine all this into the
    Salesforce.com account. E.g. if you use MySQL for
    hosting stage data you will have to connect
    MySQL database while using the MySQL connector.
    This can be done by making use of the
    drag-and-drop the connector to the work panel of
    Apatar, then entering the details of database
    authentication and providing paths to MySQL. A
    possible mistake could be improper validation or
    duplication of data.
  • Mapping the Source with Destination It is a
    known fact that most developers spend the
    majority of their time on building bridges
    between different applications. It is possible
    for even not so tech-savvy users to be able to
    integrate data between systems, databases and
    other kinds of applications. Apatar is one such
    visual tool which lets its users to create the
    DataMaps and link the data between its source
    and sink. This helps to schedule both one-time
    and repeating data transformations. All these
    can also be saved for re-use in the future.

3
  • Issue of Salesforce.com IDs There are some
    tables in Salesforce.com which are related by
    way of some IDs, e.g. Account table, Contact
    table, etc. The IDs are automatically generated.
    Problems arise when the data integration
    specialist actually has to fill both the tables
    at one time. This can be worked around by using
    Salesforce.com connectors, e.g. configuring one
    connector for the Account table and another for
    the Contact table in Salesforce.com. Then one has
    to map all the so-called nodes together. This
    will cause the Salesforce.com IDs wot be
    generated in the connector which is configured
    for the Account table where the names of the
    customer company are stored.

Conclusion Thus, it is possible and at times
essential to integrate Salesforce with multiple
third- party systems ERP, databases. Etc. This
is essential for fully utilizing all the
capabilities of Salesforce. Reference-
https//thementalclub.com/how-to-integrate-salesfo
rce-with-third-party- apps-31073
Write a Comment
User Comments (0)
About PowerShow.com