As the world\u2019s<\/span>\u00a0leading\u00a0<\/span>CR<\/span>M platform<\/span>, Salesforce<\/a><\/span> is used by <\/span>numerous<\/span>\u00a0organizations across the world<\/span>. It offers various<\/span>\u00a0<\/span>\u201c<\/span>Clouds<\/span>\u201d<\/span>\u00a0that<\/span>\u00a0<\/span>manage<\/span>\u00a0key business<\/span>\u00a0processes like\u00a0<\/span>\u201c<\/span>Sales<\/span>\u201d<\/span>\u00a0and\u00a0<\/span>\u201c<\/span>Service<\/span>\u201d<\/span>\u00a0<\/span>— core\u00a0<\/span>platforms for your business<\/span>.\u00a0<\/span>\u00a0<\/span><\/p>\n However, in today\u2019s complex enterprise that\u00a0<\/span>crosses<\/span>\u00a0multiple software applications,<\/span>\u00a0<\/span>a<\/span>\u00a0data\u00a0<\/span>input<\/span>\u00a0or change<\/span>\u00a0in Salesforce\u00a0<\/span>requires updating<\/span>\u00a0another system<\/span>, whether\u00a0<\/span>internal or external<\/span>. T<\/span>he reverse is true as well<\/span>\u00a0<\/span>— updates<\/span>\u00a0to\u00a0<\/span>data in<\/span>\u00a0other systems\u00a0<\/span>require data updates<\/span>\u00a0in Salesforce<\/span>.\u00a0<\/span>\u00a0<\/span><\/p>\n By automating these updates, you<\/span>\u00a0don\u2019t have to worry about making manual updates as your<\/span>\u00a0<\/span>organization\u00a0<\/span>grows<\/span> and these transactions can multiply themselves.<\/span>\u00a0<\/span>Enter the world of\u00a0<\/span>i<\/span>ntegration, which\u00a0<\/span>enables<\/span>\u00a0one system to connect to another system and\u00a0<\/span>send,\u00a0<\/span>receive and\/or update data.\u00a0<\/span>\u00a0<\/span><\/p>\n In this blog, we will\u00a0cover the\u00a0various\u00a0Salesforce\u00a0integration\u00a0tools or methods\u00a0that are available to send and receive data from Salesforce.\u00a0\u00a0<\/strong><\/p>\n Salesforce provides<\/span>\u00a0and accommodates<\/span>\u00a0various options for integrating with other systems. We will go over those<\/a><\/span>\u00a0options<\/span>\u00a0and talk about when\u00a0<\/span>you should<\/span>\u00a0use one<\/span>\u00a0over\u00a0<\/span>another, including<\/span>\u00a0some of the key considerations<\/span>. We\u2019ll also\u00a0<\/span>briefly touch on some of the limitations<\/span>.\u00a0<\/span>\u00a0<\/span><\/p>\n The types of\u00a0CRM\u00a0integrations<\/a>\u00a0we will cover\u00a0are:\u00a0<\/strong><\/p>\n In this type of integration,\u00a0data\u00a0is generally pushed into\u00a0Salesforce.\u00a0One example of data being pushed into Salesforce is\u00a0the\u00a0initial data load to\u00a0standard or custom objects within Salesforce,\u00a0especially\u00a0when moving from older\u00a0custom-built\u00a0software systems.<\/strong> This usually includes extracting and transforming large amounts of data and preparing load sheets to push data into Salesforce.<\/p>\n Out<\/span>–<\/span>of<\/span>–<\/span>the<\/span>–<\/span>b<\/span>ox Salesforce provides two free tools\u00a0<\/span>you can use<\/span>\u00a0to accomplish the data\u00a0<\/span>load<\/span>:<\/span>\u00a0<\/span><\/p>\n Salesforce provides an out-of-box way of viewing external data called Salesforce Connect\u00a0which uses special entities called external objects. Think of this as a view to an external data store, but it is a special view that you can also use to update the external data source.<\/p>\n The best part: It does not take up Salesforce data storage space. <\/span>This is an important consideration since while <\/span>Salesforce can handle very large amounts of data, the storage does not come cheap. Before moving data to Salesforce, it’s a best practice to make sure the move is required (into either Standard or custom objects<\/strong><\/span>).\u00a0<\/strong><\/p>\nSalesforce\u00a0<\/span>CRM\u00a0<\/span>Integration\u00a0<\/span>Method<\/span>s<\/span>\u00a0<\/span><\/h2>\n
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Data Load<\/span>ing<\/span>\u00a0<\/span><\/h3>\n
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Salesforce Connect<\/span>\u00a0<\/span><\/h2>\n