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Salesforce Integration Mistakes to Avoid for Best Outcomes

Businesses today depend on a variety of work applications to handle a variety of business tasks. From finance, HR, and Marketing to Sales Teams use different solutions to achieve diverse business objectives. However, even after signing up for these apps of choice (meant to address business issues) companies aren't able to attain their goals.


The primary reason is due to the siloed information structure of businesses. Since the majority of applications used in work aren't connected to the internet, employees are unable to access, share or exchange information while on the move. Salesforce is the top CRM, and it is an excellent option to connect disparate applications and make the most of the potential of data from the business. Salesforce integration services have the ability to connect all ERP systems, including CRM, BI, or other third-party apps making use of the APIs built-in and external for Salesforce. Salesforce integration could alter how teams work with data. Experts can make huge errors that can result in costs burning out and performance degradation.

To avoid mistakes and ensure a smooth Salesforce integration of applications, teams should follow proper methods and guidelines. Here's a list of the most common mistakes that your team must avoid making at all costs.

Not Agreeing on Systems of Record

Before you start any integration work, there has to be consensus and understanding of the applications and systems which are part of the project, including the source and destination for the migration and which of the systems will be used to store master records. This is crucial since, in the event, there is a mistake, the final call for correction of data is made through the master system.

We suggest that teams complete the master records after studying the types of data that are supported by every system (as there could be data inconsistencies). To avoid mistakes, salesforce implementation services believe that the validation rules for data should be taken into consideration for records and the data types that support them in business applications.

Preferring Custom Over Connector

Salesforce integration can be accomplished through the aid of APIs. Salesforce-compatible APIs can be created through point-and-click tools as well as by custom development. Although custom development is required to create complicated integrations, the majority of applications can be integrated with Salesforce's APIs built into the platform or third-party connectors.

Instead of using connectors, many developers opt for custom development because it provides more customisation capabilities. However, this can cause delays and cost burning out. We recommend businesses use connectors for app integration and make custom development an alternative.

Mapping Data Improperly During Integration

Data mapping is a crucial component of the process of integration. It is not important how carefully you've planned your data maps. A couple of unanticipated events could occur in the Salesforce infrastructure, causing major mistakes. Making changes to the type of data and mapping with care can assist in overcoming these issues in the process of integration.

It is also possible to encounter difficulties with formatting specific types of data like date/time. This is usually due to inconsistencies in Salesforce and other data types. If the software you're trying to connect to Salesforce doesn't recognize Salesforce kinds of data you need to search for custom-made middleware or code to make the needed changes.

Incorporating API Limits into Account

API limiting often referred to as rate limiting, tells the number of API calls that an app or user may make in a certain time. The limit is different from edition to edition as well as from environment to. If the limit is reached or if the overall time limits are exceeded, in any case, the application may cease functioning.

To ensure that the API limit isn't exceeded after integration, you must reduce the frequency with which salesforce implementation services are working. Also, you should consider buying extra API calls to guarantee that there is no sluggishness and that there are no interruptions to customers or users after integration.

Endnotes
These are the salesforce integration mistakes that businesses should avoid to achieve the best outcomes. And in making this possible, it is important to take the help of an expert Salesforce partner, who can guide you throughout the journey. For Salesforce integration services, you can always trust Manras Technologies, a leading Salesforce implementation partner. Visit our website to know more about our services

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