3 Important Things You Should Know About Salesforce Integration

Integration has brought customers much closer to service providers. This is one of the overlooked benefits of digital transformation; however, its effects are powerful and lasting. Nothing showcases this better than combining Salesforce and MuleSoft Anypoint Platform.

Salesforce is an integrated CRM platform that powers an entire suite of connected apps. It brings together all the aspects of running a business, whether it is sales, advertising, IT teams, or customer service. This simplifies things for customers, clients, operators, and everyone in between.

There are several ways to integrate with Salesforce clouds. While you might be tempted to treat this integration like any other endpoint, considering a few things in advance can really take things to the next level. It will also make sure you are getting the most out of your Salesforce integration in the long run.

1. Know When to Transfer Data to Salesforce

The key when integrating with Salesforce is the movement of data from the source application to the Salesforce Org. An “Org” is a certain instance of Salesforce. In some businesses, several Salesforce Orgs are being utilized across different components and may need to be connected. While this can be performed through different means, it is worth realizing what the long-term plan is for both consolidation or separation of the Salesforce Orgs themselves in terms of your business strategy.

Several factors decide this data transfer. These range from business regulations to data currency. At the bare minimum, Salesforce will provide you the choice of creating records in the Org or accessing remote systems through OData, both of which can be accomplished using Anypoint Platform. 

Data capacity within an Org is divided depending on the version and/or the volume of licenses. Additional storage space can always be bought, but you should plan this in advance and have a clear strategy. This is vital if you are moving lots of data to Salesforce.

Reaching remote data via Salesforce Connect and OData can be a solid choice if data currency is important and the data itself is volatile. For instance, inventory numbers or the current status of an order. 

2. Consider Governor Limits into your Infrastructure

Governor Limits are the limits that Salesforce uses to make sure that all tenants are doing their job in the multi-tiered architecture. They enforce certain boundaries for Salesforce applications like the resource consumption within an Org. This includes the number of queries per transaction and inbound API requests.

Violating governor limits usually ends up with a failed business process. As a result, the relevant Governor Limits must be understood for a given integration so that feasible breach scenarios can be predicted based on models and extrapolations. Non-functional requirements are critical to assessing potential solutions against Governor Limits, so it is vital that any architectural methodology that is carried out factors in them. 

There are some coping strategies that Anypoint Platform can employ. Using throttling policies to protect Org is a possible and effective solution. In many cases, additional capacity is purchased to extend any limits but this additional cost is a factor that you must bear in mind when looking for the overall solution.

3. Understand All Your configuration options

You also have to remember that Salesforce provides unique options for integrating without the need for code. These are also solid options for simpler integration needs. Moreover, if they meet the integration requirements, they may save significant time, costs, and effort.

Salesforce to Salesforce allows sharing records between two separate Orgs by copying records from one side to the other via a configured link. This is particularly useful when dealing with a client or vendor who uses Salesforce as well. Since this approach makes a local copy of remote data, this will use up data allocation within the receiving Org.

The Cross-Org Connector for Salesforce Connect also has a similar effect in that data from another Org can be found by accessing it remotely without having to make a copy. This is a lot like using OData. You must however bear in mind that this approach consumes API calls on the provider Org. As a result, the Governor Limits mentioned before might come into play depending on the volumes involved.

Final Say

MuleSoft’s Anypoint Platform and Salesforce work together perfectly when solving complex integrations that are needed to create exceptional customer and service provider experiences. If you have the correct infrastructure considerations, businesses can exponentially increase the value they can realize from the tools. Furthermore, they can work in tandem to create an integrated approach that will grow with the revenue and expansion of the business.

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