Salesforce has been handling customer databases for over two decades. It provides users with the proper mix of process automation and personalization to customize their services based on the particular requirements of the clients.

However, if you still want to extend the functionalities of the CRM and merge it with another suitable platform, you can achieve it with the help of Salesforce integration.

Salesforce integration refers to the process of connecting Salesforce to other systems or tools in order to exchange data and functionality.

Salesforce users often face the issue of reconciling data between two platforms and switching between them while performing particular activities. Salesforce integration relieves them from this problem and provides them with a centralized platform to work on.

This can be useful for organizations that want to leverage the power of Salesforce alongside other tools and systems or that want to automate processes and workflow by integrating Salesforce with other tools.

There are two major approaches to carry out the process of Salesforce integration – App-based and code-based.

There are many different ways to integrate Salesforce with other systems, including:

Using APIs:

Salesforce provides a range of APIs (Application Programming Interfaces) that allow developers to connect Salesforce to other systems and tools. This can be useful for integrating Salesforce with custom applications, or with third-party tools and systems.

Using integration’s:

Salesforce offers a range of pre-built integration’s with popular tools and systems, such as Google Analytics and Microsoft Dynamics. These integration’s can be used to quickly and easily connect Salesforce to these systems.

Using third-party integration tools:

There are also a number of third-party tools and platforms that can be used to integrate Salesforce with other systems. These tools often provide more advanced integration capabilities, such as real-time data synchronization and advanced mapping and transformation capabilities.

Reviewing API limits, Identifying integration type, Monitoring authentication of the system,Creating custom API to call third-party APIs, Understanding configuration options,Being aware of the information not to be transferred are couple of important considerations before Salesforce Integration