Guest Blog Written by Daniel Sisson
There are several best practices associated with integration of Salesforce with other applications. The following tips will help you to have a successful implementation project:
- Consider your key data elements that are necessary for your Salesforce application. These elements might include your customer master, product master, order or transaction information, target market segments or prospect profile types.
- Determine the source of the data elements. Make sure you consider what source is the “one truth” in your company. For example, should your customer master be your accounts receivable database, or should it be your sales or marketing database? This can be determined by level of accuracy, frequency of updates, or a combination.
- Review the data management requirements that should be in place with the integration. This could include data replication, business intelligence, analytics, data cleansing or validation practices, and the overall process flow. For example, if someone using Salesforce discovers an error in a customer phone number, how should it be corrected?
- Use standard integration applications. Whenever possible, avoid writing customized code for your integration. Instead look for powerful products such as Informatica Cloud to build a solid foundation that maintains data integrity while optimizing the integration process.
- Initiate quality assurance (QA) as a critical component of your integration. Sometimes the source data systems are built around decades of legacy policies and procedures. These older processes could have left gaps in your data integrity. With a good QA process in place, issues can be identified and resolved before they become a problem in your Salesforce integration.
- Audits and logging are crucial. Maintain a very detailed and robust logging process that includes error notification capabilities and auditing reports. This includes logging for automated jobs as well as user-executed transactions.
- Review your security policies with all integrated systems to make sure there is consistency and compliance in all areas.
Your Salesforce implementation is a worthwhile investment. Take it to an even higher level of performance with integration to your back office systems while using industry best practices.
Daniel Sisson, Marketing and Business Development Director at Mansa Systems, Mansa is an SI and ISV that specializes in implementing, integrating, and devloping for Salesforce. Follow Mansa: @mansasys