Avoid These Salesforce Integration Mistakes for Better Outcomes
Salesforce is undoubtedly a powerful platform, and its ability to be integrated with different third-party applications makes it more amazing. However, integrating Salesforce with other systems can be complex and challenging. Some many potential challenges can come across during the Salesforce integration process, which can negatively impact business operations, data integrity, and system performance.
By understanding these common mistakes and their potential impact, organizations can take steps to avoid them and ensure a successful Salesforce integration. This can lead to better outcomes, including improved data quality, increased efficiency, and more informed decision-making.
In this blog, we will discuss some of the most common Salesforce integration mistakes and their potential impact.
Salesforce Integration Mistakes You Need To Avoid
When you try to integrate your existing applications with Salesforce without the help of a Salesforce integration company, chances are high that you’ll end up making several mistakes that might threaten your data.
Let’s look at some such mistakes that can commonly occur if you’re not too careful while Salesforce integration.
- Not Agreeing on Systems of Record
Without a clear understanding of the source and quality of the integrated data, there is a risk of importing inconsistent or duplicate data into Salesforce. This can lead to data integrity issues and negatively impact business processes.
If the systems and data are not clearly defined before integration, it can lead to delays in the integration process. This can impact business operations and cause frustration for users.
2. Leaving Out Legacy Solution Cleanup
Forgetting legacy solution cleanup before integrating with Salesforce can lead to several issues. Legacy solutions often contain outdated or redundant data that can be imported into Salesforce, leading to data inconsistencies and negatively impacting business processes.
If legacy data is not properly cleaned up, it can lead to increased maintenance costs as outdated or unused data takes up valuable storage space in Salesforce.
3. Preferring Custom Integration Over Connector
Custom development is often more expensive than pre-built connectors, requiring more development time and resources. A custom approach can take longer to implement than pre-built connectors, which can delay the integration process and impact business operations.
Also, custom integration may be inflexible and difficult to modify or update in the future, limiting the organization’s ability to adapt to changing business needs.
4. Improperly Mapped Data During Integration
Improperly mapped data can lead to inconsistencies and errors in the imported data into Salesforce. This can negatively impact business processes and decision-making. Issues with data mapping can cause data to be missed or not imported into Salesforce, which can lead to incomplete records and missed opportunities.
Also, correcting improperly mapped data can be time-consuming and require additional development resources, which can increase the overall cost of the integration. It can also bring additional risks, including data loss, security vulnerabilities, and other issues.
5. Not Considering API Limits
Salesforce imposes API limits to prevent overuse and ensure that resources are fairly allocated among users. Failing to consider these limits can result in delays during the integration process. Exceeding API limits can result in additional costs, as Salesforce charges for additional API requests beyond the allotted limit.
Also, if API limits are exceeded, it may not be possible to transfer all the required data, resulting in an incomplete integration and missed opportunities.
6. Performing Integration in Production and Skipping QA
Integration in production can potentially cause data integrity issues. Any problems with the integration can lead to incorrect data being entered into the production environment, which can negatively impact business operations. It can also lead to downtime, which can negatively impact business operations and cause financial losses.
Integration in production without proper testing can lead to non-compliance with industry regulations, such as GDPR or HIPAA. If problems are found in production, fixing them can be more costly than identifying and fixing them in a QA environment.
Avoid These Mistakes with Salesforce Integration Partners
There can be many potential pitfalls and mistakes that can be made along the way when considering Salesforce integration.
To ensure successful integration, it’s important to thoroughly evaluate integration requirements, choose the right integration approach, properly map data, and monitor and optimize API usage. But you can take care of everything in one go just by hiring Salesforce integration partners to manage the process. 360 Degree Cloud can be your team to safely synchronize your data by integrating with Salesforce.
