Salesforce has been helping organizations handle their customer databases for over two decades. It provides users with the right mix of process automation and personalization to tailor their services based on the clients’ specific requirements.
However, if you are willing to extend the functionalities of the CRM giant and merge it with another suitable platform, you can do so with the help of Salesforce integration.
Salesforce integration is the process of merging the data and functionality of Salesforce with another application to provide users with a single unified experience. In addition, it allows you to provide your team with an ideal mix of features about both platforms.
Salesforce users often face the issue of reconciling data between two platforms and switching between them while performing specific activities. Salesforce integration relieves them from this problem and provides them with a centralized platform to work on.
Salesforce Integration Processes
There are two major approaches to carry out the process of Salesforce integration – App-based and code-based.
App-based Salesforce Integration
As the name suggests, app-based Salesforce integration is carried out using dedicated applications. These apps allow users to integrate the data between two apps and develop a unified platform with a few simple clicks.
To integrate your Salesforce CRM with suitable applications, you need a robust and smooth integration platform that facilitates the seamless transfer of data between the two applications.
Code-based Salesforce Integration
Apart from using dedicated applications, Salesforce integration can also be carried out with the help of a programming language. The use of Apex is the most common example of code-based Salesforce integration. It is a proprietary programming language with a syntax similar to Java.
Some of the core benefits of carrying out code-based Salesforce integration using Apex include:
- Built-in support for Salesforce Lightning Platform
- Simple to use and easy to understand language
- Suited for different API versions
- The programming language can be hosted on the Lightning Platform and entirely controlled by the same
Different Ways To Integrate Salesforce
Salesforce integration can be carried out for different layers within your CRM platforms, such as data, user interface, and business logic.
Business Logic Integration
Business logic integration involves using Apex Web Services for Inbound and Apex Callouts for Outbound for handling business logic across different applications and accomplishing end-to-end business processes.
User Interface Integration
This integration involves permitting users to enter different applications from a single unified platform. The approach here is similar to Facebook, where multiple application vendors can post content on a single platform.
With data integration, you can use REST or SOAP APIs for allowing a centralized application in your organization to act as the key source of a specific business object. Such integration does not require any coding and cannot be used for implementing any custom logic.
Salesforce integration allows developers to enhance the functionality of Salesforce and help users save their time and efforts in using tools about different platforms. Therefore, whenever you plan to go ahead with Salesforce integration, it is always advisable to get integration experts’ help to obtain the best results.