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5 Mistakes to Avoid When Undertaking Salesforce Integration

System integration is an essential aspect of Salesforce adoption. Platforms such as Salesforce work best when integrated with other applications. The success of an integration project like that largely depends on the transfer of clean, accurate data. If you are handling Salesforce integration for the first time, you are likely to encounter simple challenges. A brief homework before the actual integration can save you lots of stress. You can boost the success rates of the integration project by keeping off the following common mistakes.

Failure to document a clear scope

Just like any other important project, Salesforce integration should be systematic and well organized. For a successful integration process, be sure to develop clear, specific goals. For instance, you must have in mind the possible outcomes. You do not walk into an important integration project without documenting your expectations. Be clear on the applications to be integrated and their effects on your business processes.

Propagating inappropriate data

Prior to integration, there is need to clean and get rid of obsolete data. You can avoid duplication issues by checking the data before integration. Even more, eliminating outdated, obsolete data records before undertaking a Salesforce integration project ensures data integrity.

Overlooking testing and quality assurance

Many Salesforce integration projects fail because those involved do not pay attention to essential testing procedures. Quality assurance testing is an important aspect of this process, one that should never be ignored. The role of the IT team during such a process is to validate the handling of any possible errors. At the same time, the business users should take their time to carry out user acceptance testing.

Ignoring the need for aneffective data management strategy

While Salesforce DX promises a seamless continuous data integration process, it is important to take note of data validation and quality issues before rolling out a Salesforce integration project. The project ought to involve well-laid procedures of handling any data management issues that might arise in the course of the project. For instance, you must make a decision on whether to reject duplicate records or merge them. In case of any record conflicts, there must be a strategy to appropriately map out the affected data fields.

Assuming data transfer limits

Salesforce has an active limit on the amount of data imports. For instance, contacts owned by a given company can only be imported 500 of them at a go. For business accounts and contacts owned by other users, the limit is 50,000. Keeping in mind such limits eases the planning process and help avoid run-time errors. Integrators need to be aware of the possible limits to ensure a seamless data integration process.

The process of Salesforce data integration isn’t a complicated one. By observing the general rules and keeping in mind certain important things, you can easily reap massive gains from such a process. Companies and organizations that make these considerations and avoid the common mistakes boost their chances of overseeing a successful Salesforce integration process. A well-coordinated data integration saves both time and money while ensuring clean data transfer.

Author Bio

Sujain Thomas is a developer with more than ten years of experience. She has previously worked for Flosum.com as a consultant.

About RJ Frometa

Head Honcho, Editor in Chief and writer here on VENTS. I don't like walking on the beach, but I love playing the guitar and geeking out about music. I am also a movie maniac and 6 hours sleeper.

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