What Is Salesforce Integration?
August 19, 2021 2021-08-19 13:19What Is Salesforce Integration?
For more than two decades, Salesforce has aided businesses in managing their client datasets. It gives users the proper combination of process automation and customisation to match their services to their client’s individual needs.
However, if you want to expand the CRM behemoth’s capabilities and integrate it with another compatible platform, you can do so with the help of Salesforce integration.
What Is Salesforce Integration and How Does It Work?
Salesforce integration is the process of combining Salesforce data and functionality with that of another software to give users a unified experience. It allows you to provide your staff with the best of both worlds by combining features from both platforms.
Users of Salesforce frequently have to reconcile data between two platforms and transition between them when doing specific tasks. Salesforce integration solves this challenge by providing a consolidated platform for them to work on.
Salesforce PayPal connectivity, for example, allows you to use your Salesforce instance as a payment gateway. Salesforce Twilio integration, on the other hand, would streamline your customer communication operations.
Processes for Salesforce Integration
The process of Salesforce integration can be carried out in two ways: app-based and code-based.
Salesforce Integration through App
App-based Salesforce integration, as the name implies, is accomplished through the use of dedicated applications. With a few simple clicks, these apps allow users to combine data from two apps and create a single platform.
Various Salesforce Integration Methods
Salesforce integration is possible for several layers of your CRM systems, including data, user interface, and business logic.
Integration of Business Logic
In order to handle business logic across different applications and complete end-to-end business processes, Apex Web Services for Inbound and Apex Callouts for Outbound are used.
Integration of the User Interface
This connection allows users to access many applications from a single centralised platform. This is comparable to Facebook’s concept, in which many programme manufacturers can submit content on a single platform.
Integration of data
You can use REST or SOAP APIs for data integration to allow a centralised application in your organisation to operate as the primary source of a given business object. No code is required for this integration, and it cannot be used to construct custom logic.