Salesforce isn’t often used alone in current technology systems. Multiple SaaS platforms, legacy databases and unique industry tools are now being used by organizations that need to work well with their CRM infrastructure. You should rely on a Salesforce integration company and a certified Salesforce expert to get the most out of your integration, not only for convenience but to ensure clarity and scalability for the future.
This document covers more than just the normal checklists and general benefits. Rather, it helps you understand the importance of properly working with Salesforce integration consulting to guarantee your system architecture is in line with your company’s needs, rules, and future goals, not simply connected with your software.
How You Integrate Affects How Long You Can Use Your CRM
Salesforce goes beyond saving just customer information as a platform. It’s a place where you can understand and manage your sales, service, marketing, and partner activities. By linking Salesforce to ERPs, platforms, eCommerce platforms, or self-made databases, a business is facing risks beyond moving its data.
Inadequate integration design may result in late responses, duplicating work, and increased compliance difficulties. In addition, integrations directed by a Salesforce consultant improve how the company operates, ensures compliance, and keeps all business data reliable.
This is why 360 Degree Cloud is the right Salesforce integration company for businesses. It’s not only about connecting APIs; what they really do is design data workflows that fit your company’s needs.
A Salesforce Integration Consultant should be involved when development becomes too complicated
You generally don’t have to rely on integration experts right from the beginning. When your Salesforce environment needs to handle more than one external system, things can become much more complicated. If you notice any of these things, it’s probably time to hire a Salesforce integration consultant.
- Teams are repeating tasks in multiple locations.
- We make business decisions using old or missing data.
- You are experiencing problems where your data isn’t syncing as it should.
- You are thinking about changing your legacy systems to Salesforce.
The use of new tools must preserve the security standards already set in Salesforce.
In such cases, a Salesforce integration specialist links systems, studies how the business works, discovers extra dependencies, and designs an architecture that fits both technology and operations.
How a 360 Degree Cloud Method Works when Incorporating Salesforce
Because they are a Salesforce Summit Partner, 360 Degree Cloud has designed strong integrations for finance, healthcare, manufacturing, and professional services. Their strategy centres on the needs of the use case instead of on software tools.
Let’s look at what makes their Salesforce integration consulting method unique:
1. Client analysis and development of a Fallible Collector output
Prior to coding your solutions, 360 Degree Cloud carries out an extensive review of your system and data setup. This includes:
- Assigning an authoritative system to deal with data (what system provides the true information about each object).
- Making a list of the field types, their validation, and any connections between them
- Answering questions about data history, how much data exists, and what should be kept
- Figuring out what governance standards (such as HIPAA or GDPR) are needed
- Using this approach means no assumptions are made and the integration plan can be reliable and suitable for the future.
2. The combination of custom middleware with the creation of APIs
MuleSoft, Jitterbit and Boomi can support standard middleware tasks, but they’re not always equipped for complex conditions or high-volume syncs, so we create custom API connections and additional layers of code with 360 Degree Cloud.
Syncing an outside inventory system to Salesforce’s CPQ means that formatting has to be adjusted, custom objects need to be connected and live updates for stock need to be set up. The nature of these use cases requires each system to be adaptable and flexible.
3. An Evolving Method for Integration
360 Degree Cloud doesn’t see integration as a single event in the implementation process. They set up adaptable frameworks for use at scale.
- Teams are repeating tasks in multiple locations.
- We make business decisions using old or missing data.
- You are experiencing problems where your data isn’t syncing as it should.
- You are thinking about changing your legacy systems to Salesforce.
An Overview of Working With a Salesforce Integration Company
Most companies that go with a Salesforce integration company want the technical rollout to be done quickly. Instead of starting with the technology, a good partner like 360 Degree Cloud focuses on fixing the business issue first.
Usually, engagement appears like this:
- In this phase, it’s important to find out the details of your operations, systems, common issues and what users hope to see.
- Integration Architecture Design – Illustrating object relationships, the flow of data, how it happens and what to do when errors occur.
- Running all parts of integration in a test area to check how the system works and what data is being used properly.
- Setting Up Monitoring & Deployment – Installing and configuring the integration so that it can be watched and has alerts.
- After integration is complete, our team offers to review, update and monitor everything to maintain success over time.
The Common Mistakes an Integration Consultant Helps Eliminate
- If you don’t use sync rules, the new data could erase clean data in your Salesforce records.
- In the absence of optimization, delaying batches may lead to latency in information and the inability for CRM to progress smoothly.
- With inappropriately set up APIs, vital data could be made accessible or fail required standards.
A new version of the API supplied by a vendor can break your connections if managed poorly.
Thanks to careful planning by a qualified consultant, such worries are prevented from affecting production.
It’s not just about connecting platforms—you also need to select a company that can help build a Salesforce ecosystem that will support your business’s development and preferences. With 13 years of experience and over three thousand successful projects, 360 Degree Cloud provides accurate designs, industry understanding and reliable operations to all integrations.
It doesn’t matter if you are using Salesforce with financial software, email systems, company-owned tools or public APIs; what matters is how well you execute the integration. It is at this point that a seasoned Salesforce integration consultant becomes essential to your team, helping much more than temporary staff would.
Are you looking for support to design a Salesforce integration roadmap that matches your systems and processes?
Engage with 360 Degree Cloud to build your next plan with care.