Salesforce Integration Methods – An Overview

In today’s digital landscape, SMEs and large enterprises constantly seek new technologies to streamline operational activities, enhance customer experiences, and drive unprecedented growth. That’s where Salesforce, the ubiquitous cloud-based customer relationship management (CRM) platform, comes into the picture.

Salesforce CRM integrates with a vast ecosystem of applications and systems through various methods. It ensures propelling businesses to reach new heights of efficiency and effectiveness.

However, understanding how Salesforce integration breaks down silos is crucial to driving collaboration and unparalleled customer experiences. Also, it addresses the challenges of data mapping and transformation, security access, data synchronization, performance, and scalability.

This blog will unlock the secrets behind the seamless data flow that empowers businesses to thrive in an increasingly interconnected world. Let’s get started!

Let’s dive into the working of Salesforce integration

Salesforce integration works wonders in this dynamic era of interconnectedness. You can seamlessly access third-party data, map information, automate workflows, enhance security, and boost customer experience – all within Salesforce.

But, how will you achieve this? This can be achieved by leveraging the three primary methods of Salesforce integration. Let’s discuss them one by one.

Method 1: By leveraging the Salesforce APIs

APIs (Application Programming Interface) serve as a bridge between Salesforce CRM and third-party applications. It enables smooth and secure interaction, cooperation, and data sharing with various platforms. By leveraging APIs, a business can harness the capabilities of Salesforce integration, allowing for efficient data synchronization, process automation, streamlined workflow, dashboard creation, and unified user experiences across multiple platforms.

Let’s take a look at the possible Salesforce APIs for integration:

1. REST API

REST (Representation State Transfer) API is a primary choice for mobile, third-party, web, analytics, and custom application integration. It supports JSON and XML formats. With this integration, you can access and manipulate Salesforce data with HTTP.

2. SOAP API

SOAP (Simple Object Access Protocol) is the foundation of modern APIs. It creates custom and data integration, allowing updates and fetching search results from external systems

3. BULK API

Bulk API is generally used to edit, update, view, or delete with a single command in no time. Since it works asynchronously, it ensures bulk queries or request processes are parallel.

4. Streaming API

The streaming API produces a near real-time stream of information in Salesforce. Four types of streaming APIs are built with CometD technology: Generic, PushTopic, Platform Events, and Change Data Capture.

5. Outbound Message

Utilize the Outbound Message API to trigger external systems or services with real-time notifications based on specific events or data changes in Salesforce.

6. Web Service Callouts

Leverage the Web Service Callouts API to integrate Salesforce with external web services, allowing bidirectional data exchange and seamless communication between systems.

7. Salesforce Connect

With Salesforce Connect, you can establish a real-time, virtual connection between Salesforce and external data sources, enabling access to and interaction with external data directly within the Salesforce interface.

8. Heroku Connect

It allows synchronization and seamless communication between platforms for a unified and streamlined experience.

These Salesforce APIs let developers utilize the tools and functionalities to customize, extend, and integrate Salesforce with external systems. Also, it empowers businesses to enhance operational and organizational workflows and unlock the true power of integration.

For instance: A company using Salesforce CRM wants to integrate marketing automation software. Through Salesforce APIs, the software can be connected to Salesforce. This will help businesses retrieve customer data (leads, contacts, opportunities). Also, a marketing team can track these insights to improve marketing campaign effectiveness. These Salesforce APIs generally facilitate seamless data flow between Salesforce and the software, ensuring data is updated with the latest information.

Method 2: By leveraging the Middleware based Integration

Salesforce CRM is a widely used cloud-based platform to streamline sales, marketing, and customer services. Despite its popularity, the platform doesn’t support direct integration with some applications. Here comes the concept of Middleware!

The Middleware approach is often termed “Software glue.” and uses connectors to accommodate the integration process between Salesforce and other applications or systems. This method can make communication, collaboration, and connectivity among applications a cakewalk.

It is specially designed to integrate data and apps that weren’t directly connected with the Salesforce CRM. Middleware provides APIs for integration, allowing other tools and software to connect easily with CRM.

For instance: As a company, you want to integrate apps that help you get customer behaviors to deliver a better experience, such as:

• How much time is spent on which service page on a website,
• What was viewed on the website,
• Average time spent on the site,
• How the user comes organically or referrals, and so on

Let’s say, to get all these insights under one roof by integrating Marketo with Salesforce. However direct integration is not possible in this case. However, using middleware like Mulesoft or other connectors that provide their APIs allows Salesforce integration with Marketo.

Eliminating the situations where solutions or integrations rely on cumbersome manual codes. Look at some popular middleware tools besides Mulesoft – Dell Boomi, Commercient, Jitterbit, Tibco Scribe, and Orbis.

Method 3: By leveraging the Salesforce AppExchange Marketplace

Salesforce CRM allows the integration of various tools, software, and applications to streamline convoluted sales and marketing tasks. It provides businesses with a marketplace, namely Salesforce AppExchange Marketplace, where more than 7000+ apps are listed.

Additionally, the Salesforce AppExchange offers various pre-built integration solutions developed by third-party vendors and Salesforce AppExchange app development companies. You can discover thousands of different apps and choose the one that meets your business needs and goals. After selecting the apps, installation or integration is a matter of minutes with your CRM.

For instance: In the Salesforce AppExchange Marketplace, you can find apps with categories like Customer services, Marketing, Sales, Enterprise resource planning, Integration, analytics, IT & admin, and Finance. You can select any category, explore applications from belonging categories, and then select, install, and integrate.

Conclusion

Integrating third-party applications with your Salesforce CRM is no longer a big challenge for businesses. By selecting the right method, you can unlock numerous benefits and leverage the power of Salesforce’s ecosystem. This will help you to achieve seamless connectivity, enhance customer experiences, secure and store data in a centralized location, and drive growth in the competitive landscape.

For a streamlined integration process, consider opting for Salesforce integration services offered by Cyntexa, a Salesforce Crest (Gold) partner. Our team comprises experienced Salesforce developers and other skilled professionals who understand your business requirements, recommend the most suitable integration method, and seamlessly integrate the desired apps into your CRM.