with data from external sources, such as Oracle, MySQL
or Microsoft SQL Server databases, or export Salesforce
data to your data warehouse or best-of-breed business
intelligence tools, such as Tableau, Qlik, or Microsoft
PowerBI.
5. Salesforce Data Enrichment – Give your sales team a
complete view of their prospects by enhancing Salesforce
data with essential company and contact information from
data providers, such as InsideView or Melissa Data.
6. Salesforce.com to Salesforce.com – Create automatic
workflows to take data out of Salesforce, process it offline,
and store it back in Salesforce. This is very helpful to
create roll-ups on multi-level relationships, bring multiple
Salesforce record types together using custom objects,
and refresh sandbox instances automatically.
7. Force.com Applications – Connect Force.com
applications with outside systems, such as ERP systems
or databases, or create a deeper integration across the
Salesforce cloud. Integrate all objects, including custom
fields and entities, to increase adoption of your Force.com
app.
8. Legacy Systems – Bring valuable historical data into
Salesforce from databases, such as Microsoft Access or
Oracle DB2, so your sales teams can be better informed on
sales calls.
In addition to these eight integration opportunities,
additional integration scenarios are emerging. For
example, you can connect Salesforce to Amazon Alexa,
Google Home, and other smart devices to provide greater
access to Salesforce data. As cloud-based integration
platforms continue to reduce the time, cost, and complexity
of connecting Salesforce to other systems, additional
integration opportunities will continue to emerge.
A GUIDE TO
SALESFORCE
INTEGRATION
8 HIGH-IMPACT INTEGRATIONS
IN TODAY’S digital businesses, almost every major
corporate initiative requires better data, more data, or
greater access to data. Real-time data flows between
Salesforce and other systems have become a necessity.
These data flows can transform your internal processes and
bring you closer to both customers and partners.
Cloud-Based Integration Platforms Accelerate and
Simplify the Job
In years past, many integrations were considered
too challenging because they required complex API
programming, using both the Salesforce API and the APIs of
the applications you wanted to connect to. But today there
are cloud-based integration platforms that can connect all
your systems with Salesforce in a fraction of the time and
without requiring any coding.
8 High-Impact Salesforce Integrations
Here are eight high-impact integratio n opportunities that
cloud-based integration platforms enable, each of which
can help you achieve digital businesses and other strategic
objectives:
1. Quote to Cash – A bi-directional, real-time data flow
between Salesforce and your back-office ERP system, such
as Oracle’s JD Edwards, NetSuite, SAP, Infor, or Microsoft
Dynamics AX/NAV/GP. This streamlines order processing,
eliminates manual data-entry tasks, and provides
salespeople with up-to-date information on products, order
status, and invoicing.
2. Lead to Cash – Create a real-time data flow between your
CRM and marketing automation system—such as Pardot—
so your sales team receives new leads without delay and your
marketing team can attribute sales revenue to campaigns.
3. Loyalty to Customer Success – Connect your email
platform, such as IBM SilverPop, to Salesforce so you can
personalize customer communications.
4. Real-Time Business Analytics – Enrich Salesforce reports
John Joseph, Vice President – Marketing
Scribe Software
As Vice President, Marketing, John is responsible for developing Scribe Software’s
marketing strategy and managing the company’s corporate marketing,
demand generation, partner marketing, and product marketing initiatives.
John has more than 20 years of industry experience. Prior to joining
Scribe Software, John was VP of Product Marketing at Lavastorm
Analytics, where he managed the company’s launch into the BI/analytics
software market. Prior to joining Lavastorm Analytics, John held
senior marketing roles at a number of companies with innovative data
integration and analytics platforms, including Endeca (acquired by Oracle),
InterSystems, Envox Worldwide (acquired by Syntellect), and Engage.
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