{"id":3003,"date":"2021-08-19T09:40:47","date_gmt":"2021-08-19T04:10:47","guid":{"rendered":"https:\/\/www.fexle.com\/blogs\/?p=3003"},"modified":"2021-08-20T09:43:33","modified_gmt":"2021-08-20T04:13:33","slug":"how-to-integrate-salesforce-with-third-party-apps-best-practices","status":"publish","type":"post","link":"https:\/\/www.fexle.com\/blogs\/how-to-integrate-salesforce-with-third-party-apps-best-practices\/","title":{"rendered":"How to Integrate Salesforce with Third-Party Apps: Best Practices"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">Salesforce is an exemplary platform. Businesses from different industry verticals are embracing and leveraging this cloud-based CRM. The Salesforce CRM platform is a wide platform, and most companies are still exploring its potential.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">One of the best features of Salesforce is its integration capabilities. Through Salesforce integration services, a company can excellently expand its opportunities for growth.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Salesforce integration with a third-party application is a unique feature where CRM users satiate their specific requirements without getting stuck anywhere.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">One important thing to keep in mind before you integrate Salesforce with 3rd party apps is that you hire an experienced <a href=\"https:\/\/www.fexle.com\/salesforce-consulting-services\">Salesforce consulting company<\/a>. It is essential for the smooth and error-free Salesforce integration with 3rd party apps. It will also improve the quality of output.<\/span><\/p>\n<p><img loading=\"lazy\" class=\"alignnone wp-image-2673 size-full\" src=\"https:\/\/www.fexle.com\/blogs\/wp-content\/uploads\/2021\/05\/salesforce-integration-services.png\" alt=\"salesforce integration with third party apps\" width=\"1500\" height=\"758\" srcset=\"https:\/\/www.fexle.com\/blogs\/wp-content\/uploads\/2021\/05\/salesforce-integration-services.png 1500w, https:\/\/www.fexle.com\/blogs\/wp-content\/uploads\/2021\/05\/salesforce-integration-services-300x152.png 300w, https:\/\/www.fexle.com\/blogs\/wp-content\/uploads\/2021\/05\/salesforce-integration-services-1024x517.png 1024w, https:\/\/www.fexle.com\/blogs\/wp-content\/uploads\/2021\/05\/salesforce-integration-services-768x388.png 768w\" sizes=\"(max-width: 1500px) 100vw, 1500px\" \/><\/p>\n<h3 style=\"text-align: center;\"><b>What is Salesforce Integration?<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">The process of merging the functionalities and data of Salesforce with another app so that users could get a unified experience, such a process is known as Salesforce integration. Through the <a href=\"https:\/\/www.fexle.com\/salesforce-integration-services.php\">Salesforce integration service<\/a>, a user can enjoy mixed features of both platforms.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Salesforce integration gives users a centralized platform to work on, wherein they can execute required operations without switching the platforms.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h3 style=\"text-align: center;\"><b>Challenges in Salesforce Integrations<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Salesforce integration is a complex process. It requires a business to keep in mind the paradigm of integration. In its absence businesses can face certain challenges. Some of the most important challenges that businesses face at the time of Salesforce integration with 3rd party apps are as follows:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">There could be a change in Salesforce infrastructure because of a change in API. The change in API also leads to changes in corporate policies &amp; other facts on which you don\u2019t have control. Just make sure you maintain the authenticity of API requests at all costs.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The Salesforce integration process is delicate. It will be challenging for users to align technologies because of the involvement of the delicate customization.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Another important concern in the Salesforce integration process with third-party apps is security. If the company is big, the concern is evident as it might affect the Salesforce environment. The same goes with a small level company as well.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">In case if there is the smallest difference between connection points and business needs, then you have no other option but to transfer to the new plan.<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h3 style=\"text-align: center;\"><b>Benefits of Salesforce Integration with Third Party Applications<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">The process of integration might be complex and require the guidance of an experienced <a href=\"https:\/\/www.fexle.com\/salesforce-integration-services\">Salesforce integration services company<\/a>. The integration of Salesforce with third-party apps has multiple advantages; some of them are as follows:<\/span><\/p>\n<p><b>Easy to Use \u2013 <\/b><span style=\"font-weight: 400;\">Salesforce integration with third-party apps brings ease of use for CRM users. Be it a small company or a large enterprise, be it an expert or someone na\u00efve, Salesforce integration is a piece of cake for all if one gets acquainted with the process.<\/span><\/p>\n<p><b>Streamline Processes<\/b><\/p>\n<p><span style=\"font-weight: 400;\">The integration of Salesforce with third-party applications brings collaboration between different departments of an organization. It will expedite sales, marketing, and other operations that lead to improved efficiencies, better accessibility to information, and better data processing,\u00a0<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><b>Building Network<\/b><\/p>\n<p><span style=\"font-weight: 400;\">Another ability of Salesforce that makes it stand above its contemporaries is its strong functionality of building a robust customer network. The strong backend system of Salesforce CRM helps you gather information about your prospects across the channel. It will help understand the requirements and build a customer network easily.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><b>Secure Revenue<\/b><\/p>\n<p><span style=\"font-weight: 400;\">In the absence of proper traceability, businesses often end up losing a substantial amount of revenue. But when you integrate Salesforce CRM with a third-party app, it will improve the chance of businesses to garner &amp; secure greater ROI.<\/span><\/p>\n<p><span style=\"font-weight: 400;\"> <a href=\"https:\/\/www.fexle.com\/contact-us.php\"><img loading=\"lazy\" class=\"aligncenter wp-image-2966 size-full\" src=\"https:\/\/www.fexle.com\/blogs\/wp-content\/uploads\/2021\/07\/call-to-action-2.png\" alt=\"hire salesforce developer\" width=\"850\" height=\"112\" srcset=\"https:\/\/www.fexle.com\/blogs\/wp-content\/uploads\/2021\/07\/call-to-action-2.png 850w, https:\/\/www.fexle.com\/blogs\/wp-content\/uploads\/2021\/07\/call-to-action-2-300x40.png 300w, https:\/\/www.fexle.com\/blogs\/wp-content\/uploads\/2021\/07\/call-to-action-2-768x101.png 768w\" sizes=\"(max-width: 850px) 100vw, 850px\" \/><\/a><\/span><\/p>\n<h3 style=\"text-align: center;\"><b>Salesforce Integration with Different Types of Third-Party Applications and the Best Practices<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Salesforce integration with third-party apps is a complex process; you definitely do not want it to get more complex. There are multiple applications available on the AppExchange platform which you can integrate with your Salesforce CRM.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Some of the most common integration with third-party providers include payment processors, tax processing, ratings and reviews, email services, and many more.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Here are some of the most used technologies that businesses want to integrate with Salesforce:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Certona for personalization<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">PayPal for payment<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Olapic for social<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Adyen Payment Services for payment<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Tealium for tag management<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">CyberSource for payment<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Experian for address verification<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Bazaarvoice for ratings and reviews<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Avalara for tax<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">PowerReviews for ratings and reviews<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Now that we have understood the types of third party apps that can be included in Salesforce, it\u2019s time for you to understand the best practices for Salesforce integration with third party applications:<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><b>Identify Your Business Needs<\/b><\/p>\n<p><span style=\"font-weight: 400;\">The Salesforce application platform AppExchange is compact with more than four thousand applications. It will be confusing for businesses to choose the right one. There are many apps listed on the platform which you might feel optimum for your business but not every app is meant for you.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Therefore, you must understand the core requirements of your business. When you choose an app, think about how that application will help you achieve the goals of your company. It will prevent you from the process of unwanted integration.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><b>Team Involvement<\/b><\/p>\n<p><span style=\"font-weight: 400;\">Never avoid your team involved in the process of the Salesforce integration process with a third-party app. It\u2019s the team that will ultimately have to work on the application.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Select the team members that are essential to be a part of the integration process. Intimate them about the process of integration, and do not forget to entertain their feedback at the same time.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If the team is unsatisfied with the integration process, there is no use in executing it any further. Therefore, in the integration process, one person&#8217;s decision will not be a wise choice.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><b>Competitor Research<\/b><\/p>\n<p><span style=\"font-weight: 400;\">Another important practice that one should follow before initiating Salesforce integration is conducting competitor research. It is the foremost and most crucial part of Salesforce integration with the third-party application process.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Check your competitors, understand what application they have integrated, what benefits they are reaping after its integration, what purpose it solves for them.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Then analyze your business requirements, see if the same application will solve your problem just like it did for your competitors. Chances are if they have positively impacted your competitors then it will impact in the same manner for your business as well.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If you or your team feels that it will impact your business adversely then you should consider other applications for the integration.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><b>Understand the Application<\/b><\/p>\n<p><span style=\"font-weight: 400;\">Before you finalize any app for integration purposes, it is strictly advisable to go through the product details thoroughly.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Understand its features and its functionality. Try to grasp the know-how of the product and how it will be suitable for your business.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The applications available on the app exchange platform are built to perform certain actions. Those actions might not prove useful for your business. Therefore, you should always go through product details.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Along with the product details, you should also check the terms and conditions of the product you wish to integrate with your legacy system. It will help keep us informed about the upcoming challenges.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><b>Data Type Identification<\/b><\/p>\n<p><span style=\"font-weight: 400;\">Another important practice to follow at the time of Salesforce integration with a third-party application is data type identification. It is necessary to recognize the data type for the smooth execution of the integration process.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The data which is essential for you to recognize include, the behaviour of an API, expected data volume, quantity of object fields, and also the flow of integration.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Once you recognize the data type, it will become easy for you to make an enhanced and effective plan for Salesforce integration with third-party applications.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><b>Conclusion<\/b><\/p>\n<p><span style=\"font-weight: 400;\">Salesforce integration is a complex process where you integrate different tools with your legacy system for smooth business execution. The well-implemented Salesforce integration will be a boon for a business. It will facilitate ease of use, simplify business processes, build customer networks, and secure greater revenue.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Henceforth, always hire experienced Salesforce integration services companies for the best results. Choose FEXLE as your Salesforce integration partner. It has an experienced team of certified <a href=\"https:\/\/www.fexle.com\/salesforce-integration-services\">Salesforce integration consultants<\/a> who have hands-on experience in different integration projects.<\/span><\/p>\n<p><a href=\"https:\/\/www.fexle.com\/contact-us.php\"><img loading=\"lazy\" class=\"aligncenter wp-image-2946 size-full\" src=\"https:\/\/www.fexle.com\/blogs\/wp-content\/uploads\/2021\/01\/call-to-action.png\" alt=\"hire salesforce developer\" width=\"850\" height=\"112\" srcset=\"https:\/\/www.fexle.com\/blogs\/wp-content\/uploads\/2021\/01\/call-to-action.png 850w, https:\/\/www.fexle.com\/blogs\/wp-content\/uploads\/2021\/01\/call-to-action-300x40.png 300w, https:\/\/www.fexle.com\/blogs\/wp-content\/uploads\/2021\/01\/call-to-action-768x101.png 768w\" sizes=\"(max-width: 850px) 100vw, 850px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n\n<div class=\"twitter-share\"><a href=\"https:\/\/twitter.com\/intent\/tweet?via=fexle_services\" class=\"twitter-share-button\">Tweet<\/a><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Salesforce is an exemplary platform. Businesses from different industry verticals are embracing and leveraging this cloud-based CRM. The Salesforce CRM platform is a wide platform, and most companies are still exploring its potential. One of the best features of Salesforce&hellip; <a href=\"https:\/\/www.fexle.com\/blogs\/how-to-integrate-salesforce-with-third-party-apps-best-practices\/\" class=\"more-link\">Continue Reading <span class=\"meta-nav\">&rarr;<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":3005,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[148,4],"tags":[447,324,445,446],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.7.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Integrate Salesforce with Third-Party Apps: Best Practices - FEXLE Services Official Blog<\/title>\n<meta name=\"description\" content=\"Do you want to integrate Salesforce with third-party applications? 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