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Salesforce Integration Services

Approaches:

There are many approaches by which Salesforce can be integrated to other third-party systems:

  1. Direct Integration – Direct integration can either be done via custom development using REST or SOAP API or also using Salesforce connectors such as Salesforce-to-Salesforce connectors.
  2. Middleware – There are popular middleware like Informatica or Mulesoft that are generally used when multiple systems are to be integrated with Salesforce and API limits are of concern. These Middleware can be custom developed as well which are typically hosted on AWS or Heroku platforms.
  3. App Based – We can also help you with Integration of apps from Salesforce AppExchange to be integrated with your Salesforce org.

Use Cases:

  1. Salesforce to ERP Integration – This is one of the most common use cases where Salesforce is directly integrated with your Enterprise Resource Planning (ERP) software. Salesforce to ERP integration helps you with:
    • Better align front office and back office and directly place order from ERP.
    • Have complete view of Order Status, Shipment, Information, Invoices, payments etc.
    • Keeping Products and Prices in sync.
  2. Accounting Software Integration
    • Integration with Accounting Software like Quickbooks, Zoho Books, Xero and etc.
    • Reduce multiple entries or data loads.
    • Have better control over invoicing and payment collection.
  3. Ecommerce Platforms Integration – Salesforce can easily be integrated with ecommerce platforms like Shopify, Magento, WooCommerce, OSCommerce and etc. to help store information about customer information, order information or inventory information and etc.
  4. Email & Calendar Integration – With capability to integrate Salesforce with popular Email and Calendar services like Outlook, Office 365, Gmail, Zoho Mail and etc. you can have significant improvement in your day to days tasks without switching between different applications.