Salesforce Integration

OverviewFAQ

Supercharge Your Salesforce CRM with Leading Integration Services

Salesforce is one of the leading CRM platforms in the world. With our Salesforce integration services, you can tap into the full potential of this CRM platform.

Salesforce offers a lot of functionality on its own. However, just like any other CRM platform, it requires tweaking in order to align it with your unique business requirements. This is where Certified Salesforce Experts such as Rolustech come in. Our Salesforce experts have the knowledge and experience needed to provide in-depth Salesforce integration services.

With our Salesforce integration services, you can expand the functionality of your CRM. You can integrate your CRM with various third-party apps and plugins. CRM integration performed by Salesforce experts can help you develop a unified software environment.

Why Integrate Salesforce with Other Software?

A CRM platform provides businesses with a suite of tools for collecting, analyzing, and utilizing data regarding leads and business opportunities. CRM platforms such as Salesforce are quite capable on their own. However, in order to unleash their full potential, they need to be integrated with other applications.

CRM integration can provide you with a number of benefits:

  • Access to multiple applications from a single platform
  • Reduce data duplication and improve overall productivity
  • Collect all your data in a single place, allowing for better data analysis
  • Automate redundant tasks to improve efficiency
  • Effortlessly access your data

Our Salesforce experts can design and deploy the perfect integration solution for your business model.

Our Salesforce Integration Process

Salesforce integration can be complicated. In order to get it right, you need to develop an in-depth understanding of a company’s business processes.

Our team of Salesforce experts has years of experience in developing CRM integration solutions for various businesses. We have developed a well-structured CRM integration process that enables us to provide clients with superb integration services:

  • Requirement Gathering: before we begin developing an integration solution, our Salesforce experts conduct a business analysis. This helps us become familiar with your processes and requirements, and develop an ideal CRM integration solution for you.
  • Integration Implementation: once our Salesforce experts become familiar with your requirements, they begin implementing an ideal solution for you.
  • Data Migration: after we have implemented your Salesforce integration, we begin working on migrating your data. Data migration is a crucial part of any CRM integration. Our Salesforce data migrations experts ensure that all of your data is transferred safely and securely.
  • Salesforce Training: once your integration process is complete, we also provide Salesforce training if it is required.

Types of Salesforce Integration

Our team of Salesforce experts can assist you in implementing a variety of integrations for your CRM platform.

  • Data Integration
  • User Interface Integration
  • Business Logic Integration

Identifying the right type of integration for your CRM is important. It helps maximize the impact of your integration strategy.

Get the Most out of Your Salesforce Integration with AppExchange

Not sure about where to start with your Salesforce integration? Salesforce AppExchange is a superb place for exploring your options. You can find a multitude of third-party apps that can increase the functionality of your CRM platform in many ways.

Our Salesforce experts can help you find the right apps on Salesforce AppExchange and configure them according to your needs.

Can’t find the right apps on Salesforce AppExchange? Our Salesforce experts can integrate any third-party app that has an existing Salesforce API.

Q. What is meant by integration in Salesforce?

A typical enterprise may use several different applications. However, these are often not designed to seamlessly work with one another and with Salesforce out of the box. Salesforce integration with these apps helps organizations achieve greater levels of operational consistency, efficiency, and quality. Each application can have data, business logic, presentation, and security layers, all of which are possible targets for integration.

 

Q. What is the Salesforce Integration Process?

The Salesforce Integration Process can vary depending upon the third-party application. However, in most cases the process is:

  1. Get Authentication Code from External Application
  2. Use code to get Access Token
  3. Connect with External API on Third-Party Platform

 

Q. How are Salesforce integrations different from Salesforce plugins?

Salesforce plugins are ready to deliver products that can be downloaded to add functionality offered by a third party app within Salesforce. Integrations also provide functionality from third-party apps within Salesforce, however, integrations are developed specifically for the users that require the specific functionality in a given app and are not readily available to be downloaded by everybody.

 

Q. Is it possible to integrate accounting apps with Salesforce?

Yes, there are multiple accounting apps, including but not limited to QuickBooks and Xero, that can be integrated with Salesforce depending on the specific needs of the user.

 

Q. Is it possible to integrate telephony apps with Salesforce?

Yes, it is possible to integrate telephony apps with Salesforce that can allow users to make and receive phone calls as well as text messages from within Salesforce.

 

Q. Why choose a Certified Partner for Salesforce Integration?

Roustech is a certified Salesforce partner with an experience spanning over 11 years. We have a dedicated team of Salesforce experts that has delivered countless projects across different industry verticals. Let us know about the software that you wish to integrate with Salesforce and we’ll help you integrate it seamlessly.

 

Q. Is it possible to integrate email clients with Salesforce?

Yes, it is possible to have email clients integrated with Salesforce so you can send and receive emails and even get reminder notifications to reach out to customers all in the same place.

 

Q. Is it possible to integrate Google Apps with Salesforce?

Yes, it is possible to have your Google Apps integrated with Salesforce so you can access everything from your contacts, calendar, email all the way to your Drive data from within your CRM.

 

Q. What is API integration in Salesforce?

Salesforce API integration allows bi-direction synchronization of data so users can access, push, transfer and retrieve data from their application to Salesforce and the other way around.

 

Q. What are the benefits of Salesforce integration?

Salesforce integration can increase the functionality of your CRM platform. Integrating your Salesforce CRM with third-party applications also makes it easier to implement a new CRM solution into an already running business environment. Here’s an overview of how Salesforce integration can benefit your business:

  • Employees can access all of your integrated apps from one platform, without having to switch systems
  • Increase your team’s productivity levels
  • Automate workflows without any extra steps
  • Your team can access data effortlessly and gain useful insights

Get in touch with our team in order to learn how integrating your Salesforce CRM can benefit your business.

 

Q. Is Salesforce integration simple?

Salesforce integration’s simplicity varies from situation to situation. Certain apps are easier to integrate than others. In order to integrate any app with Salesforce, a custom API needs to be developed. This is why it’s necessary to when integrating your Salesforce CRM.

 

Q. What apps can be integrated with Salesforce?

Any app that has an API available can be integrated with Salesforce. Fortunately, most mainstream apps support integration with other platforms and make their APIs readily available. You can always consult certified Salesforce expertsabout what apps can be integrated with your CRM.

 

Q. Why are APIs required in Salesforce integration?

APIs (Application Programming Interface) are software “bridges” that allow two separate apps to communicate with each other. APIs are required for Salesforce integrations since they help connect your CRM platform with other applications.

 

Q. Can Salesforce be integrated on your own?

Integrating Salesforce with any third-party software requires careful planning, development, and implementation. You shouldn’t try to do it on your own if you don’t have prior experience in Salesforce development. It’s recommended that youto Salesforce experts when you want to integrate your Salesforce CRM with other applications.

 

Q. How much does Salesforce Integration Cost?

The cost of Salesforce integration varies depending on a number of factors. The best way to gauge costs is to get an estimate for Salesforce experts.

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