Not every integration saves time. With these five steps, you build connections that truly automate your processes.
1. Analyse Your Processes and Data Landscape
Map out which systems you use and where your data lives. Identify bottlenecks and define the desired end state, with Salesforce as the central source of truth.
2. Design the Architecture and Data Flows
Decide whether to use direct connections or middleware/iPaaS, choose between real-time and batch processing, establish the system of record for each data type, and plan for error handling, logging and monitoring. Safeguard performance and security as your data grows.
3. Build and Test the Integration
Implement using proven patterns, validate that data is transferred correctly and completely, and apply consistent data models and field mapping. Test with representative datasets before going live.
4. Monitor and Manage
Detect data errors proactively, track queues, delays and performance, and ensure rapid problem resolution through logging. Make clear agreements about incident handling.
5. Keep Improving and Automating
Add data fields for new reporting needs, connect new systems after mergers or software changes, automate further manual steps, and strengthen data governance.
When Is It Time for Integration?
Do you recognise frequent switching between systems, manually copying data, Excel-dependent reporting, debates over data accuracy or GDPR concerns? Then it is time. Explore our development & integrations.