Salesforce enables businesses to manage diversified work and share data across the network. The platform contains built-in tools and integrations that make data easily accessible across departments. However, many businesses face data accessibility and collaboration issues due to which their productivity declines.
If your business has scattered processes or is experiencing workflow issues in the existing system, consider availing Salesforce Integration Services of a partner. Salesforce Integration Partners help organizations to understand their goals by creating a full-proof integration plan. With the right integrations and an optimized CRM, businesses can improve data access between applications which boosts collaboration and allows users to engage better with customers on all platforms.
There are various types of integration one can do in Salesforce including Batch Integration, Real-time integration, AppExchange integration, and Real-time mashups.
Each of these integration types follows a standard structure as given below:
Applications (A) to Applications (B) — Object(s) — Pattern
A basic understanding of these patterns is essential for businesses to know about their integration scope and data requirements. Salesforce Integration Consultants follow these five common patterns mostly:
Simple Migration Pattern
The one-to-one migration structure is also known as a simple migration pattern in which data is transferred from third-party applications to Salesforce. This pattern is used to migrate data from legacy systems to Salesforce, consolidate CRM software, and back up customer master dataset. The advantage of this pattern is that it helps in keeping enterprise data safe from tools involved in migration. Another important benefit of this pattern is that it could be reused in multiple systems saving the time of Salesforce Integration Consultants.
Broadcast Pattern
While in simple migration, there is one-to-one data transfer, there is a one-to-many data transfer in broadcast pattern i.e. a single source transmits data to multiple systems at the same time. It is important in use cases involving data synchronization between diverse platforms like Salesforce, SAP, Dynamics, etc. The benefit of this integration pattern is that it allows for immediate data transfer between multiple systems saving the hassles of batch processing.
Accumulation Pattern
In this integration pattern, the data is extracted from multiple systems and then merged into a single application. Here data is collected/formatted firstly, the scope of source and data is identified thereafter and lastly, the data is merged. In the accumulation pattern, data remains up to date and there is no replication of original data.
Two-Way Sync Pattern
The two-way sync integration pattern is used by Salesforce Integration Services providers when there is a need to keep data synchronization between two systems. Under this, users can update the same datasets in both systems. For instance, if one has to update shipping addresses in the ERP system and Salesforce, then a single change in one system can reflect the same change in another system as well.
Correlation Pattern
Although the correlation pattern does not discover the origin of data objects, it synchronizes objects if they are found in both applications. This pattern is used when there are two groups/systems involved in data sharing and both have records that can represent the same items in reality. This integration structure separates intersecting data sets and allows for bi-directional synchronization helping businesses to utilize data across applications.
Bottomline
Salesforce Integration Services allows organizations to centralize data for usage across departments. By utilizing the above integration patterns, firms can have the best data management and synchronization between apps. With the right integrations, users can switch between apps, respond quickly to customer queries and share data seamlessly adding to organizational efficiency.
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