Common Mistakes Companies Make During Salesforce Integration
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Introduction Salesforce integration is very challenging if you don't know exactly what you are getting into. Salesforce is an enormously valuable project, but diving into it without proper understanding and planning is just asking for unexpected failure to jump out and surprise you. Salesforce integration is the ability to avoid duplication of tasks via powerful work frames and procedures. At GetOnCRM Solutions, our Salesforce integration experts have extensive experience with 3rd party applications to ensure seamless data flow across all the systems. www.getoncrm.com | Registered Salesforce Consulting Partner | Pledge 1% Proud Member
Most Common Mistakes Companies Make During Salesforce Integration
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Not Starting With a Clear Project Scope: Salesforce integration should be systematic and well organized, just like any other business project. For a successful integration process, you need clear and specific goals. For instance, you must have an idea about the possible outcomes. You do not walk into an integration project without documenting your expectations. Be clear about the application to be integrated and their effects on your business processes.
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Authentication Problem In Connecting 3rd Party Apps: A connected app is a framework that enables an external application to integrate with Salesforce using APIs and standard protocols, such as OAuth and OpenID connect. Sometimes people faced issues in authentication and received messages like your authentication failed and OAuth login invalid or expired access token. It occur because of certain reasons like Salesforce has not connected to intercom, API access is disabled and the OAuth token is removed manually within Salesforce
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Propagating Bad Data: Another integration challenge that can halt the Salesforce integration process is a failure to remove obsolete data and clean up systems before integrating. If you input old records and unnecessary data to other applications, you will have data integrity and duplication problems that can make businesses difficult to work with.
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Misunderstanding Real-Time Integration: Another big issue is the wrongful assumption that importing and exporting data from Salesforce is the same thing as real-time data integration. For instance, whenever you export the data from any files it provides only a snapshot of the information, no matter how many times data is imported and exported as a file. At that time some applications will not be able to sync with real-time changes. So, it is important to be aware that the data is accurate and consistent.Â
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One-Way or Two-Way Data Integration: When someone is integrating the 3rd party application with Salesforce, they need to make sure that they have enabled the one-way or two-way data integration depending on requirements. In one-way integration, you can only get the data from 3rd party applications but not getting the data from Salesforce. In two-way integration, you can share the data in-between both the applications.
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Overlooking Testing and Quality Assurance: Many Salesforce integration is failed because they do not follow the essential testing procedures. The Salesforce testing process is the same as that of testing a normal webbased application. However, a tester needs a clear perspective of customizable features that are being built so that during the testing process, a tester can focus on those features alone rather than built-in Salesforce features.Â
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About GetOnCRM Solutions: GetOnCRM Solutions is a global Salesforce registered consulting partner based in California (USA), with offices in Canada and India. At GetOnCRM Solutions, We help customers to get their CRM off the ground with a professional implementation process catered to their specific needs. We at GetOnCRM, Salesforce Integration Consultants with many years of experience, help you to attach a wide variety of platforms to your sales API.
Salesforce Integration Services we provide: • Quickbooks • Box • Plunet • iOS/Android • Alexa • Google Home
We also provide services like Salesforce service cloud, community cloud, sales cloud, Salesforce CPQ, Salesforce lightning, and Salesforce mobile app development. www.getoncrm.com | Registered Salesforce Consulting Partner | Pledge 1% Proud Member
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