150,000 businesses now use Salesforce around the world, using it in their day-to-day business. Executives and C-level alike love it. But did you know you may be missing out on all its benefits because of poor Salesforce implementation or integration ?
Perhaps you’re part of a local or global business group in which different branches coexist. If yes, then you must know that data feeds are essential if you don’t want your customer data affected.
For this reason, we present you with 5 common Salesforce integration mistakes and how to avoid them.
1. “Assume It’s the Same API” Trap
Mistakes occur when businesses think that APIs for different components remain the same. This assumption can lead to faulty data entry, inconsistent information across systems, and errors in the system.
To avoid these types of mistakes, it is important to always ensure that the APIs for the various components remain the same. This can be done by implementing continuous integration. Or you can schedule periodic checks to ensure the APIs remain synchronized.
2. Making Integrating APIs Complex
APIs are complex structures. They need correct, precise, and consistent coding when integrating them. This is so that they do not conflict or cause issues.
When using APIs for salesforce integration, always make sure that the commands are correctly written. You need to check for compatibility with the platform. If not written or configured properly, it can lead to data loss, data corruption, or access limitations.
3. Failing to Segment Your Data Mapping
Failing to properly map and segment data can be detrimental to the success of the integration. Without properly segmenting your data, it can be difficult to ensure that the data within Salesforce is accurate and up-to-date.
To avoid this mistake, you need to organize data into smaller chunks (called entities). These entities are separate from each other and easy to track. This can be achieved by breaking down your data into logical parts and Salesforce data mapping these to the relevant Salesforce objects.
4. Not Designing for Resilience
The data integration layer needs to be resilient and be able to handle unexpected disruptions and failure states. To avoid this mistake, you should develop an integration architecture.
This architecture should take into account potential data outages and errors. It should have an appropriate failover strategy for when the expected data is not available.
5. Not Understanding the Platform You’re Integrating With
Before beginning the integration process, it’s important to learn the benefits of Salesforce. You need to understand its features, capabilities, and limitations.
Working with a Salesforce partner to design the integration and develop a roadmap to success is a good first step. You should also identify what data needs to be synchronized between systems. If any mistakes are made in the process, they can have a critical impact on the data integrity of both systems.
Avoid These Common Salesforce Integration Mistakes
Real-time Salesforce integration with third-party systems comes with its own set of challenges. Careful foresight and a proper understanding of your own system’s complexity are necessary. You also need to structure the integration in stages to avoid a great deal of time and headaches.
Follow our guide on avoiding these common Salesforce integration mistakes. Make sure you take the time to get it right. Start making the most of your integration today!
