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Salesforce CRM Integration
Jun
7
2022
7 Jun 2022

Ways In Which Salesforce CRM Integrates For External System Synchronisation

Today’s organizations have become highly dispersed and global, working through multiple teams spread over multiple regions. For such global-scale organizations, the maintenance of operational productivity happens when information and data are channelized over a singular platform that stays constant for every aspect of the company.

A good channel that can maintain the singularity of truth for the used dataset is found with the Salesforce CRM solutions. The Salesforce platform works as one of the best-integrated business and data management platforms. The Salesforce platform integrates well with the external systems used by the business and maintains the integrity of the data set and the processes that happen inside the company. Altogether, the output is a highly efficient workforce and automatic processes inside a business organization.

The Scope Of Salesforce CRM Integration

The Salesforce Platform synchronizes with the external platform that the business works with to create an integrated system that works for future endeavors. The Salesforce CRM platform offers a great channel for the data to be spread across different departments and integrated systems that work for the business. The Salesforce Platform extends Salesforce integration services that help create highly synchronized systems inside a business.

Synchronization of the systems helps maintain the flow of data through different departments so that the productivity metrics are constant, and there is no questioning of the process or the data fed into the system. Today, data is wealth, and the use of Salesforce CRM can help keep all the data inside one system so that the business can create a clear customer profile for itself.

The Problem That Salesforce CRM Platform Solves

The problem for modern organizations is the spread out and dispersed form of CRM systems that they use today. Multiple CRM platforms are present in the market. However, multiple CRM and other systems can confuse the employees and management. Generally, the overall CRM platform was dispersed over different departments and business sectors, which creates a complicated work structure.

The complicated structure can lead to problems in employees’ data flow and handling. Without an integrated system, the data can be duplicated and produced inaccurately. The deployment of the Salesforce CRM platform can lead to a reduction of errors in the information. This reduces the circulation of incompetent and outdated data through the channel.

Also read: Integrate Salesforce With Heroku Using Heroku Connect And Postgres

Without the use of Salesforce CRM Integration, the company’s data structure becomes a very bad mess that is difficult to handle.

The concurrency of data over different company departments is hard to maintain in the absence of Salesforce CRM. The departments are more prone to feeding inaccurate or duplicate data in the systems because there is no transparency between departmental processes. The departments may use multiple tools to do the work.

This transparency between the departments is maintained with the help of Salesforce CRM and its integrations with external tools. The use of multiple tools without the capabilities of Salesforce CRM reduces the chance for data validation. The absence of Salesforce CRM integration led to a difference in data and increased data variation in the set. When the external systems are merged into a single system of Salesforce CRM, there is higher synchronization between the processes and teams so that there is no data variation.

One of the primary areas of a company that can be affected by the absence of synchronized systems is the Sales process. A sales process is a part of nearly every company, and Salesforce CRM solutions aim to improve the Sales process. When the data is not available in its accurate form and through unsynchronised systems, the sales team cannot access all the information needed during lead conversion. The synchronized system of Salesforce CRM with multiple tools can keep the data organized and easily accessed when the need arises.

The Sales team can easily access previous and present data over the different tools in one place. Searching for the right information piece, tracking all information, and organizing information are easy on the platform of Salesforce CRM.

How To Integrate Salesforce Into The External Systems

The most necessary part of starting with integrating the external systems is to set up a plan and roadmap to be followed. The Salesforce CRM Integration process is extensive and needs a plan for completion. A business organization can start by making the Salesforce CRM platform the first touchpoint for the Sales and marketing team. The integration of the Salesforce CRM platform can lead to creating a master data repository that employees can access.

All the account records and customer profiles can be shifted to the Salesforce platform so that the users can access them whenever needed. However, this data migration process needs to be executed with accuracy so that the duplicate records are deleted, and accurate records are migrated into the system.

Salesforce Integration Services

Salesforce Integration Services

The Use of API In The Data Migration Process

The integration of external systems can be done with the help of APIs that help in data migration. Integration APIs extend Salesforce Integration services to companies so large-scale data can be migrated without an issue or resource wastage. The most efficient APIs help in many ways as they extend the ability to sync, identify master records, and deduce them.

The APIs can also help create sync between the Salesforce CRM platform and the other applications and tools like on-premise or cloud applications. The syncing of these systems with the main platform completes many tasks and automates many more for better productivity of the processes. For example, ERP and accounting service platforms can be synchronized well with the Salesforce platform to create integrated Salesforce CRM solutions.

It is always better to choose APIs that can organize and clean data into the Salesforce CRM platform. This ensures that accurate and high-quality data gets into the Salesforce Platform. It helps improve the process by reducing the hassle of cleaning the data after it has reached the CRM platform.

In the initial process, the API will identify the number of records and systems that have to be integrated into the Salesforce CRM platform. The API then identifies the duplicate records to make the overall process faster and more accurate. These identified duplicate records are prevented from migrating into the Salesforce CRM platform so that the data that goes into the platform is more accurate than ever. This reduces the volume of data that migrates to the Salesforce CRM platform. The duplicate records are either deleted or linked with their original records so that the user is not confused.

Choose an efficient API that can handle large-scale data sets during the migration and integration of different systems. The API should have good customer support so that the integration process smoothly. Choose an API that the company is comfortable and familiar with.

The process goes on with data cleansing and syncing over different systems to update the integrated platform. The process is broken down into different sub-steps that the professionals must follow.

1. Passing Into the Salesforce Platform

The data from existing systems is sent through a funnel to a staging environment for organization and cleaning. When the data flow through the staging environment, the API dedupes the existing records from its copies and duplicated data. The original and unique records then pass through the funnel into the Salesforce platform for integration.

2. ID Creation By Salesforce

The Salesforce Platform creates unique IDs for the unique records coming into the platform. The API then updates the present external systems with the updated IDs to concurrency between the data sets on the Salesforce CRM platform and the external systems.

Also read: How To Choose A Salesforce Integration Tool That Fit You Best

3. Organization of Original Records

The Salesforce record IDs act as master IDs so that the systems can refer to these records through the IDs assigned through the platform. This creates an organized and highly structured view of the records. Multiple systems across different departments can use the structured database. With API integration, the Salesforce platform acts as the only platform that handles the master records.

Salesforce integration with external systems reduces the dependence on outer systems and streamlines processes for the future. The company can automate the entire process to a great extent with strategically placed solutions. These automated integration systems can help in continuous monitoring of the process. The automation also improves the overall accuracy of the process around completion. The API for external synchronization and integration should also have an alert system and smart notifications system so that the team is alerted when the process fails under some circumstances.

The integration process for the Salesforce CRM platform with external systems can be well monitored and controlled with efficient APIs created for data migration. API can also be supplemented with Data monitoring and cleaning on the front end. When technology and manual efforts are combined, the integration process is smooth, and the output becomes high quality. The integrated platform needs to be monitored and updated for proper use and productivity over a long time.

The result of synchronization of the Salesforce CRM platform with external systems and tools creates a single dashboard that maintains the truth of all data sets of the business organization.