Salesforce Integration Project: 3 Factors You Must Consider
In the development arena, integration involves connection of two or more applications or systems. The applications might be running on the same platform or different platforms. Integration of systems enables sharing of data between the systems involved. Notably, it is not possible to move data or undertake a synchronization exercise without first integrating the systems. The ability to share data with different systems and applications is one of the core selling points of Salesforce integration.
Many companies adopting Salesforce DXdo so with the essential aspect of continuous integration in mind. For one, such an undertaking guarantees faster results. Even more pleasantly, it enhances productivity within an organization or a company. For instance, a company that undertakes the integration of Salesforce and QuickBooks will benefit from shared customer account information, financial data and sales opportunities.
Before considering a Salesforce integration project, however, it is important to understand some things. Extensive experience and best practices recommend multiple considerations before rolling out Salesforce integration. We will take a quick swipe at some of the factors you must take into consideration.
Frequency of information movement
How often should information move between Salesforce and the system being considered? Ask yourself this critical question and document the answer. For a start, you need to map out the data expected to transition from one system to the other. Upon identifying the data to sync, focus on the direction of movement. Lastly, you need to think of the frequency of movement.
Think of API limits
Salesforce has API that places limits on the amount of data that can be transferred within a 24-hour period. When considering critical integration between Salesforce and other external systems, you should have such restrictions. To avoid inconveniences and unnecessary disappointments, carry out a prior research and document the limits. This will ease the planning process and help you adopt realistic, achievable expectations.
Which integration is involved?
Salesforce integration with other systems can be done in two major ways; real-time integration or batch integration. Real-time integration is realized as soon as the records are updated. Batch integration, on the other hand, occurs at intervals that don’t start immediately. For every integration project you are undertaking, you must be able to identify the type of integration you are dealing with and subsequently document it.
The ultimate outcomes will depend on the type of integration under consideration. Failure to note that might result in great inconveniences. Notably, you should also be careful not to confuse real-time integration with simple data import and export from Salesforce. Exportation of data in huge batches just but provides bits of information at that moment. Some applications involved might not be in sync with real-time changes. Having that in mind helps you manage your expectations.
While it is true that most of the important factors worth considering when undertaking Salesforce integration have been dealt with, you cannot assume the underlying reality that the success of such a process depends on several other factors. The nature of individual systems and objectives of the integration process will always have a significant effect on the outcomes.
Sujain Thomas is an established developer with more than 18 years of experience. She doubles up as a project manager. For greater insight into his work, check out some of his write-ups at Flosum.com. You can also get in touch with him via mail.