When you unleash the power of Salesforce, you instantly become a customer-oriented business, why? Because Salesforce lets you integrate your front office with other on-premises, cloud, social and mobile applications into one thing. Therefore, it makes sense to understand the current Salesforce integration patterns and how they can help you achieve your business goals.
Salesforce Integration Patterns: A multiple approach that lets you implement system integration
The fact remains that Salesforce has proven its ability to unite the various functions of customer relationship management. Now the question is, can users utilize it in other areas of business? Can the system support cross-functional teams with the intention of providing them with the most current customer information so as to facilitate efficient business processes?
It’s important to note that in Salesforce, there are multiple ways in which to integrate system interfaces. The decision to use a combination of systems is usually determined by the design stage of a particular project. Therefore, this calls for users to learn the various Salesforce integration patterns they can work with, plus the possible association with special integration for their respective projects.
Ways in which the various elements of CRM can be integrated using the regular Salesforce tricks
When users perform certain actions and they expect an instant response, real-time integration functionality come into play. But at the same time, real-time integration carries a higher degree of risk, hence there’s always a need to have complicated error handling mechanisms in place (so that system outage and data errors can be compensated). Even in the worst case scenario, the system will use Salesforce Apex Callouts to utilize remote internet services.
There’s also the real-time mashup functionality which plays a role among the many Salesforce integration patterns. This functionality is ideal in cases where data isn’t stored inside Salesforce even though it needs to be accessed immediately. A good example would be an Agent screen that needs to sync with other related documents from external sources so that a user can work with them.
Batch data integration is also considered among the most common Salesforce integration patterns used today. Batch is considered a good pattern for large quantities of data that do not change often and must be stored in Salesforce for other purposes. Batch occurs with periods ranging from seconds, even to weeks. So far, batch is viewed as the easiest interface type to implement.
And of course the best Salesforce training for integration takes advantage of near-real time integration for data functionality. This pattern takes care of transactions that range in seconds or minutes. A practical example of how it’s used is when a user puts a mark on processing record and knows that it will be sent in a matter of minutes (and a notification will be sent back to them upon completion).
When to use Salesforce Help Desk
We’ve only mentioned a few integration patterns and scenarios under which they can be applied. However, if a user wants to learn the techniques of taking full advantage of Salesforce tricks to maximize customer relationship management, they can seek help through the system’s help desk. Certainly there’s a lot more to learn as far as Salesforce integration patterns are concerned.