In today’s era, businesses are leveraging technology solutions to streamline their business processes in order to maintain operational efficiency. One such robust system that has been commonly used by businesses of all sizes and domains across the globe is a CRM (Customer Relationship Management) system like Salesforce. As a cloud-based platform, Salesforce offers a plethora of features and functionalities that have helped businesses cater to their customers by gathering, processing and analysing customer-related data in a centralized location.
However, gathering data from multiple touchpoints isn’t easy and thus requires organizations to integrate Salesforce with other business applications, which prevents fragmentation of crucial customer data. Salesforce integration provides users with a data security model that is flexible and provides data security at every level of the given architecture.
However, integrating your software and applications with Salesforce isn’t as easy as presumed to be and has numerous challenges associated. Engaging the services of a certified Salesforce consultant should be a good idea to deal with the challenges. However, it is important to prevent certain common mistakes, which may otherwise hinder the progress of your project. Some of the common mistakes that usually occur during Salesforce integration include the following:
Not Having Clear Goals: It is extremely important to develop clear goals and objectives about your business for identifying specific business processes. Failure to develop collaborative goals that establish which all applications need to be integrated as a part of the business process can lead to project failure down the road.
Lack of Clarity on the Master System of Records: Before moving ahead, it is important to decide on the master system where crucial data will be stored or recorded. This is particularly important to alleviate the challenge caused as a result of data mismatch between different applications. Leaving the decision for a later period can lead to several data-related problems that might crop up in an unprecedented manner.
Wrong Data Mapping: Data mapping should be of the correct order while integrating two systems to prevent data mismatch. In the case of wrong data mapping, the entire project can collapse. To avoid this, it’s important to map the fields of one system with the field of other system appropriately.
Exceeding API limit:Since, Salesforce has multi-tenant architecture, the API limit for it has been defined to 1,00,000 API calls/dayso that the quality and service level of the system remains intact. In case the limit is exceeded, it may result in API access getting shut down for around 24 hrs. To cope up with this situation, it’s better to minimize the frequency at which your application works. It’s prudent to purchase some additional API to cope up with your business need of high API.
Conclusion:
These are some of the major mistakes that can hamper efficient integration of Salesforce with other applications and may ultimately lead to project failure. It is important to devise a clear-cut strategy to avoid these flaws and ensure successful accomplishment of your integration project. You can consider partnering with an experienced Salesforce implementation partner who can help you with a seamless integration process.
Emily Smith is an MBA with more than 5 years of experience in content writing and development. Her expertise lies in writing content around the Salesforce Consulting domain such as Salesforce Support, consulting and Salesforce implementation services. Apart from Salesforce, she has also created content around various new and disruptive technologies. Apart from writing, she has also mastered the skills of editing and proofreading.