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Getting the Most Out of Your Salesforce Integration

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Integration has brought customers much closer to their 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.

Keep Note of Data Transfers

The focal point when integrating with Salesforce is the movement of data from the source application to the Salesforce Org aka a certain instance of Salesforce. 

Several Salesforce Orgs are utilized across different components in businesses and may need to be connected. In these situations, outlining a long-term plan for either the conjunction or separation of Salesforce Orgs will always be a useful addition to your business strategy.

So what about the data transfer? Factors can range from business regulations to data currency. Documentation of what information needs to be transferred across systems is crucial, as it will provide a record of the data in transit.

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.

Add 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 in 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 management 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.

Explore All Your Customization 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, meeting integration requirements can save you a great deal of trouble over time. 

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. 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 services 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. All of this makes Salesforce integration vital for businesses.

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