Getting It Right with Your Project Management Process
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Integrations
SALESFORCE INTEGRATION SOLUTIONS: BASICS
If you are about to implement Salesforce or already did and plan integrations this is a perfect read for you.
INTEGRATIONS - POWERING THE CUSTOM-CONNECTED EXPERIENCES
We live in times when every customer is connected. Nowadays everybody expects connectivity, seamless experiences, and real-time fast accurate notifications when something happens.
Integrations are what are powering these custom-connected experiences. Using them you can bring together disparate systems — data that lives in external ERP, Supply Chain, HR, or on-premises software like SAP, Oracle, and Microsoft — to build a unified 360-degree overview of your customer.
Salesforce offers robust tools and powerful APIs to dramatically reduce integration time to unlock and modernize back-office systems.
Data integration on one hand can be a strategic opportunity but on the other hand, seems like the biggest challenge for the IT departments that have to cope with numerous IT systems within their organizations.
48% of CIOs say data integration is their #1 challenge.
INTEGRATIONS POWER CONNECTED EXPERIENCES
Nowadays data integration impacts every industry:
TOOLS WITHIN A SALESFORCE ORG
With so many ways to integrate with the Salesforce platform, making the right integration choices can often be the key to a successful deployment.
Salesforce gives you the ability to integrate at any layer of your system:
SALESFORCE APIS
Every part of Salesforce - from data to metadata to layouts and beyond - is accessible through APIs.
APEX REST API
APEX SOAP API
BULK API
The Bulk API is a RESTful API that is optimal for loading or deleting large sets of data. You can use it to query, insert, update, upsert, or delete a large number of records asynchronously by submitting batches that Salesforce processes in the background.
Bulk API is designed to make it simple to process data from a few thousand to millions of records.
METADATA API
INTEGRATION ARCHITECTURES
POINT-TO-POINT
Someone with specialized knowledge, who knows the two systems and technologies in question can build an integration fairly quickly. On the downside, you have to separately take care of each unique connector component that is implemented for each pair of applications or systems that must communicate which can be time-consuming if you have 5-10 or more such connections. It can be a good choice when you for example want to integrate Salesforce with Slack and QuickBooks.
HUB AND SPOKE
Each system that wants to share data across the enterprise has one connection point with a single, central "hub" that mediates requests, decoupling senders and receivers of data. In the Salesforce world, it can be a situation when you have implemented a Salesforce-to-Salesforce solution and data from different orgs and synced to one main instance.
ENTERPRISE SERVICE BUS (ESB)
The core concept of the ESB architecture is that you integrate different applications by putting a communication bus between them and then enable each application to talk to the bus. This decouples systems from each other, allowing them to communicate without dependency on or knowledge of other systems on the bus. In an enterprise environment, it can be a situation when you have many SaaS applications being used like Salesforce, SAP, ServiceNow, Workday and you want to unify data from these systems.
EVENT-DRIVEN ARCHITECTURE
What we have seen in recent years is moving more towards event-driven applications. If you have like 4-5 systems to integrate that need to talk to each other point-to-point approach might be a sufficient one. However, when you suddenly finish with tens of different systems or data sources to integrate then you might end up spending more time maintaining these connections. Think once again about for example big manufacturing company - it might use systems like Salesforce, SAP, Workday as well as some internal systems for production planning and managing logistics.
Decoupling these systems and introducing the so-called publish/subscribe model allows every system to publish a signal that says that something has happened. Every other system can listen to those channels independently and then decide what it should do with them. At the end of the day, you finish with every system talking just with one point - event bus.
SALESFORCE CONNECT
Salesforce Connect can connect to any oData data source. Once connected, it detects the schema based on the OData specification. The external data is then presented in Salesforce as a so-called External Object. User can interact with that data similarly as he interacts with normal data that resides directly in Salesforce - he can view, edit and also use it in reporting.
When to use Salesforce Connect?
MULESOFT
You’ve surely heard about the big Salesforce acquisition - MuleSoft. The idea behind it was to enable Salesforce to bring together the various products from different vendors and make the transition to the Salesforce cloud seamless for customers. MuleSoft ESB acts as a central point of integration between applications and allows companies to get a 360-degree view of customers and improve collaboration.
MuleSoft’s Anypoint Platform delivers a simple and unified solution for extracting data from internal or external sources with the use of APIs. API-led connectivity is a methodical way of connecting applications, data, and devices through APIs. Using this approach developers and system architects can avoid tightly coupled point-to-point integrations in favor of:
Anypoint Design Center allows you to:
The best part is that like the AppExchange for Salesforce, MuleSoft has the Anypoint Exchange. Here you can find a public repository of connectors, templates, examples, and APIs.
CREATING A CONSISTENT EXPERIENCE FOR CUSTOMERS AND EMPLOYEES ACROSS ALL PLATFORMS
Organizations rely on a variety of systems to serve their customers. The problem nowadays is that the disconnected and isolated nature of these systems leads to broken experiences for customers and employees. By integrating these systems, scattered context can be reassembled to create the consistent, engaging experiences employees and customers expect.
Salesforce offers a variety of integration solutions that empower organizations to deliver consistent engaging experiences across every touchpoint. Whether it is unifying customer context on the data layer level or coordinate real-time activity across multiple systems developers and system architects can find a reach suite of tools within Salesforce that will help them achieve desired results.
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