Understanding Salesforce Integration

by | Jul 12, 2017 | Software Development

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Salesforce is the leading cloud-based Customer Relationship Management or CRM system. It includes a full scope of different products to assist a company in managing sales, marketing, analytics, apps, financial services and anything else related to customer service and management.

As there are many different applications that can be used in business for these different areas of specialization, Salesforce integration provides a way to pair or to allow two or more different apps to use the same data, security, user interface or other types of integration.

In essence, the purpose of Salesforce integration is to take diverse apps that are doing similar tasks and allowing them to share specifics of their operations. With this integration, the entire system becomes more efficient, streamlined and effective for the users.

Data Integration

Many people assume that all cloud-based systems have the ability to utilize all data stored in the cloud. However, this is not the case unless the different apps are set up to use the same database.

By using an integrated approach to data management, the database becomes the shared source for the specific apps you choose. This eliminates the need to transfer data between apps or to have some apps access newer or older data that impacts decision making.

Security Integration

Security is an important part of the Salesforce platform. By using security integration offered through Salesforce this same level of security can be accessed through any apps developed on the platform, streamlining the design process without any potential risks.

Business Logic Integration

By utilizing Salesforce integration, all aspects of customer management and sales can be monitored and analyzed as one complete cycle or system. This is very different than using multiple apps and system to monitor various aspects of the business processes within the company.

It is possible to integrate both inbound data, that which is created outside of the Salesforce platform, as well as the outbound logic integration that is developed on the platform.