Integrating Salesforce with third-party applications will surely expand the horizon of opportunities for CRM users. The third-party application present in the AppExchange holds great to the value of the demand-supply phenomenon. They are designed to meet the unique requirements of the Salesforce users and help them elevate the quality of their business. However, Salesforce Integration with third-party applications has to be a supervised process with utmost precision and throughout quality checks.
In order to attain high-quality results through the integration process, businesses require to follow certain practices. In this blog, we will discuss the integration best practices in Salesforce. Before that, let’s have a look at the challenges you’ll face while integrating Salesforce with third-party applications.
Challenges In Salesforce Third-Party Integrations
There are many factors affecting the integration process in Salesforce. Since we are talking about third-party applications, challenges will be both external and internal. So, let’s start with the challenges you’ll face during Salesforce Integration with third-party applications.
- Change in API can influence the infrastructure of Salesforce. These changes might be the reason for changes in corporate policies or other uncontrollable factors. However, API requests should remain valid at all costs.
- It is crucial to align technologies with the user platform as delicate customizations are involved during the integration process. The third-party application providers design the application to meet their business requirements, with a little intention to match your suited plugins.
- Security is always a concern during Salesforce integration with third-party applications. These concerns were a huge part of big companies but it has affected the environment of many small companies, as well.
- If there is a minor difference in connection points and business needs, you will have no other option than to shift to a new plan altogether.
Best Practices For Salesforce Integration With Third-Party Applications
After witnessing the huge block of challenges standing in the way, it’s time to remove those obstacles and ensure smooth integration. Here are best practices to entertain CRM users with Salesforce 3rd party apps.
- Prioritize Your Business Needs
Entering the Salesforce AppExchange platform to choose an application can be confusing with more than 4000 options. You might find many applications worthy for Salesforce third-party integrations. However, what you need to keep in mind are the core requirements of your company. Your business aspirations and goals should remain your priority and stop you from an unthoughtful integration.
The third-party integrations you choose should be forward-looking and benefit your business in one way or the other. This practice should be followed even before starting the search of your desired application.
Your team would be the ones using the Salesforce 3rd party applications, so their involvement is a necessity. You should decide the team involved in the integrations process and the ones using it for your business. The particular team should be informed about the integration process, and their feedback should be entertained at the same time. Remember, there is no point in integrating the application if the ones using it remain unsatisfied. Having said this, a single person should make a unanimous decision with the support of team members.
No one can deny that competition research is the most informative process to grow your own business. And, the fact remains the same with the integration best practices Salesforce offers. You should look out for the applications integrated by your competitors. If they carry a positive impact on your competitor, so will they for yours! However, it’s not the case every time, the applications might work completely against your business needs.
What you need to do is compare the research analysis with the business needs and reach a certain conclusion based on that.
Before planning and integrating the third-party applications in your Salesforce CRM, product details should be read and understood. As we discussed earlier, software providers design the applications to meet certain business requirements that might completely differ from yours. Apart from that, the terms and conditions of the product including legal conditions can enhance the challenges discussed above.
The terms and conditions should align with the company usage and integration process. Remember, any lenience in this process can cause legal issues with heavy setbacks.
Last but not the least, data type should be recognized as a necessary practice before Salesforce Integration with third-party applications takes place. Expected data volume, the flow of integration, the behavior of API, and the quantity of object fields should be recognized beforehand. It will help you make a better and effective plan of action for the integration.
The process will also help your team work as a cohesive unit and collaborate to bring maximum results.
In The End!
These were the integration best practices Salesforce users must follow. The challenges we discussed earlier might sound huge and unhinged, but these practices can effectively remove the hurdles from your path. You don’t need to worry about the Salesforce 3rd party applications, as they will find their way in your CRM atmosphere with these practices. However, you would require a suitable and capable team to carry the integration process! Ksolves with their vast experience, guarantees seamless Salesforce integration with third-party applications. Contact them now!
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