Salesforce Integration

With Cloud Primero’s guidance and Salesforce expertise, integrate all your applications and resources for broader and seamless operational capabilities. This means a continuous flow of data between departments, one user access, and automatic data synchronization between all your everyday use of apps.

Different Technical Approach to Salesforce Integration with Cloud Primero

Direct Integration

In direct integration, we can either have a direct API or database connectivity to another Salesforce system. Although this approach is restricted in terms of flexibility and integration, the necessity for mutual interchange of data between two systems will be met by our Salesforce architects.

Server-based Integration

This includes a wide range of solutions, including those hosting in the cloud and on-site and solutions supplied via a hub and ESB models. Integration server-based solutions are suitable for firms that interchange significant amounts of data with small integration projects and huge enterprises with dozens of systems.

How does Cloud Primero implement the Salesforce Integration process?

Our integration process with Salesforce includes understanding your business objectives, creating an implementation plan, and then training your employees to have an immediate impact on the Salesforce integration to ensure that you are set up for success at the end of your process.

This is how our integration process with Salesforce works:

Direct Integration

Salesforce Configuration

Data Migration

Training Process

To understand what your needs are, our team will do a requirement session. In this meeting, we will conduct interviews to understand the current situation and what you want your technological environment to be like in the future.

After requirement engineering, we will modify your instance to ensure successful integration in the next step of our Salesforce Integration services. It can involve several tasks, such as the construction of additional dashboards, objects, or fields.

Once we have established and set up your Salesforce Integration, we will monitor and modify the bi-directional data stream between your Salesforce instance and third-party interface by applying the newest ETL solutions to ensure reliability.

Our Salesforce training is designed to help your employees make the most of the new installed Salesforce integration which will enable them to uncover patterns, insights, and opportunities that can lead to higher ROI and improved business workflows.

Direct Integration

Salesforce Configuration

Data Migration

Training Process

Benefits we can provide you with Salesforce Integration

After we Integrate all your Salesforce applications, it will allow all members of your team to access a variety of data. The proper integration with Salesforce of all your applications eliminates the need for manually transferring data between systems. It enables your team to organize all the data they need into a dashboard automatically. This provides easy access to information to help your company conclude more deals, ultimately improving the business processes.

salesforce Products we work with

SALESFORCE PRODUCTS WE WORK WITH

Sales Cloud

Service Cloud

Community Cloud

Marketing Cloud

Commerce Cloud

Let`s work together!

Send us your details and one of our business analysts
will call you back to explore possibilities of helping you with your business ambitions.

Let`s work together!

Send us your details and one of our business analysts will call you back to explore possibilities of helping you with your business ambitions.