{"id":3034,"date":"2021-09-06T09:27:59","date_gmt":"2021-09-06T03:57:59","guid":{"rendered":"https:\/\/www.fexle.com\/blogs\/?p=3034"},"modified":"2021-09-07T09:31:56","modified_gmt":"2021-09-07T04:01:56","slug":"best-methods-tools-for-a-successful-salesforce-crm-integration","status":"publish","type":"post","link":"https:\/\/www.fexle.com\/blogs\/best-methods-tools-for-a-successful-salesforce-crm-integration\/","title":{"rendered":"Learn The Best Methods & Tools for a Successful Salesforce CRM Integration"},"content":{"rendered":"

In the absence of proper Salesforce integration services, businesses have to bear the severe loss in terms of teams\u2019 proficiency, business growth, data gathering, and moreover in terms of customer relationships.<\/span><\/p>\n

Salesforce CRM gathers, processes, and presents a large amount of data in one place that will help businesses to formulate their sales and marketing strategies in a more personalized manner.<\/span><\/p>\n

One of the best parts of Salesforce CRM is its ability to get accommodated with other external systems that make the process of sending, receiving, and updating data seamlessly.<\/span><\/p>\n

There are multiple methods through which you can execute Salesforce integration. But the process of integration is not as easy as it sounds. You require the guidance of an experienced Salesforce consulting company<\/a>.<\/span><\/p>\n

In this blog, we will discuss different methods of Salesforce integration, tools for Salesforce integration, and the factors to consider when selecting a Salesforce integration partner.<\/span><\/p>\n

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What is Salesforce CRM Integration?<\/b><\/h3>\n

Companies in the present time wish to have a unified experience. They do not want to switch through multiple platforms to perform a certain task. Here comes integration into the picture.<\/span><\/p>\n

Salesforce integration is a process to collaborate the hardware and software and streamline the data flow between multiple apps. As per the\u00a0<\/span>benchmark report by Mulesoft<\/span><\/a>, an average company uses 900 apps that are stored in multiple places legacy systems, cloud apps, or on-premise hardware & software.<\/span><\/p>\n

Through perfectly executed Salesforce integration services you can garner holistic and accurate data from different apps, which will offer a complete view of your business as well as your customers.<\/span><\/p>\n

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Different Methods of Salesforce CRM Integration<\/b>\u00a0<\/span><\/h3>\n

There are multiple ways that Salesforce offers to execute integration with other systems. We will now discuss each way including all the key factors to consider while the Salesforce integration process. Let\u2019s begin:<\/span><\/p>\n

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Public-Subscribe Integration<\/b><\/p>\n

This is a message-based integration system. Whenever a publishing system publishes a message or content, it notifies the subscriber system. It eradicates the problems of message loss due to the unavailability of an external system. Whenever a message comes and could not be attended by the subscriber system, it will be picked later also.<\/span><\/p>\n

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Change Data Capture<\/b><\/p>\n

This type of Salesforce CRM integration<\/a> is also known as CDC. It enables external systems to accept the changes that happened inside the Salesforce environment. Users that have subscribed to the CDC channel receive updates from within Salesforce in JSON format.<\/span><\/p>\n

Using this method, users can get changes of Salesforce records in real-time. Users can also synchronize other equivalent records in the external data store.<\/span><\/p>\n

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Virtual Salesforce CRM Integration<\/b><\/p>\n

If you have wanted your employees to use a single software platform or perform minimum software switching while executing different tasks at one time, then virtual Salesforce integration will seem a perfect choice.<\/span><\/p>\n

To facilitate easy virtual integration, Salesforce provides IFrames that will connect external systems and it works as a single browser-based external system.<\/span><\/p>\n

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3rd Party Integration Tools<\/b><\/p>\n

One of the easiest and most effective ways to connect Salesforce with other apps is the use of third-party Salesforce CRM integration tools.<\/span><\/p>\n

Users can find multiple tools that work as a connector and accelerator to execute seamless Salesforce CRM integration.<\/span><\/p>\n

Salesforce product Mulesoft is one such tool that offers a jumpstart into the integration process.\u00a0<\/span><\/p>\n

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Some other different types of CRM integrations include:<\/span><\/p>\n