Salesforce APP Integration

Integration is one of the most strategic initiatives a company can invest in today. The number of applications, data, and devices is growing exponentially every day, with different technologies converging to create entirely new customer experiences, revenue channels, and business models.

Most enterprise-level applications have a need to integrate with other applications used by the same organization. These integration usually cater to different layers, like Data, Business Logic, Presentation and Security, depending on the requirement. This helps organizations achieve greater levels of operational consistency, efficiency and quality.

Put simply, businesses need a quick and efficient way to build new products and services. Organizations are already investing heavily in technologies like mobile, SaaS, cloud, big data, IoT, and social.

Why Salesforce App Integration?

Salesforce App Integration helps organizations leverage the power of Salesforce CRM in tandem with their business products to increasing functionalities for their businesses. The more you connect with tools like Salesforce, the more essential you are to their day-to-day business.

Salesforce is rated a leader in the Gartner Magic Quadrant in a number of categories, Salesforce’s customer base continues to grow at a rapid pace with over 150,000 customers to date, and the Salesforce AppExchange is the central place these customers go to find applications to extend their CRM.

Network with partners who have been long-time AppExchange members to learn best practices and grow their business.

Possible Ways to Integrate with Salesforce

Speaking further on the different layers and integration features available at each level for an enterprise-level application, we have:

  • User Interface
  • Business Logic
  • Data

User Interface Integration is one great way to surface various applications inside Salesforce with little redesign of each individual app. It provides your users a single point of entry into multiple applications. The most relevant example is Facebook Apps, which appears to be in the Facebook instance but in reality, the content is served from different application vendors.

Salesforce App Integration

Business Logic Integration uses Apex Web Services for Inbound and Apex Callouts for Outbound. It typically handles a scenario where business logic is spread across several applications to implement the complete end-to-end business process. An example would be building complex logic on the data received before committing it into Salesforce.

Data Integration uses SOAP APIs and REST APIs. It typically handles data synchronization requirements, where one application in an enterprise acts as the primary source for a particular business object, like Account. It requires no coding in Salesforce, which is an advantage, but then it cannot implement any custom logic.

Popular Salesforce App Integration

RingCentral - With RingCentral for Salesforce, you can call leads and customers from within Salesforce, automatically match incoming callers to existing contact records and display them on-screen, and automatically save notes logged during or after a call. Work the way you want in Salesforce Classic or Salesforce Lightning.

QuickBooks - Accounting software and CRM work together to share data between sales and accounting, including customer information, sales orders, expenses, and invoicing. Connecting with QuickBooks reduces duplicate data entry, increases productivity, and drives more insights for better forecasting.

Jira - Jira is a leading project management and issue-tracking platform for software engineers and other internal teams. It can help you create cases to troubleshoot and monitor the progress of a project.

Docusign - More than 200 million users are part of the DocuSign community, which allows Salesforce customers to accept electronic signatures, digitize and streamline agreements, and simplify approval workflows, all on their secure digital platforms.