The most important part of Salesforce adoption is the integration of the system. Only when you manage to integrate Salesforce to other applications successfully, you can leverage the true potential of it. Just like any other integration process, the integration of the system with Salesforce requires the flawless transfer of data.
Thankfully, the developers have made the integration process of Salesforce quite simple. There are not many challenges one can face during the adoption procedure.
The best way to idealize the Salesforce integration process is by avoiding these common mistakes –
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Not enough planning
Salesforce integration might be simple, but even then, it needs some prior planning and documentation. You need specific goals and processes for the success of the integration process. Whenever people attempt to integrate Salesforce with another platform and other applications without proper documentation of the scopes, there are chances of incorporating fatal mistakes. Do not proceed without documenting your prospects.
Do not transfer irrelevant data
Clean out all reiterative and obsolete data before the transfer. You cannot facilitate the transfer of duplicate data or corrupt data. This is one of the most critical roles of the IT team. They should not allow the entry of obsolete data into the new platform. Your process should respect data integrity. To understand how you can prevent the transfer of irrelevant data check out Flosum.com.
Skipping quality assurance tests
No process can ever be complete without testing for quality. Salesforce integration is no exception. Many such integration processes have failed in the past due to the lack of quality tests. Business users should always invest some time to test user acceptance before implementation. They should eliminate the possibility of introducing errors in the new database.
Lack of data management strategies
Your integration process requires at least one data management strategy. This strategy should be actionable and effective. The developer’s version of Salesforce, Salesforce Dx offers continuous data integration, but the importance of manual data checks and data management is not obsolete. The project needs planned steps for data transfer, data management, and data recovery.
These are not last-minute decisions. Your team needs to make key decisions about data management including removal or merging of reiterative data. This will especially help during the occurrence of multiple clashing data across multiple fields of the database.
The data transfer limits
All Salesforce users get a data transfer limit depending on their volume of import. Business accounts can only import 50,000 contacts at one go. The limit is much lower for a smaller company (500 contacts per try). These ease the planning process and Salesforce does not implement them to reduce the effectiveness of the transfer. Addressing such limits can prevent run-time errors.
You must believe that data integration on Salesforce is not difficult or challenging at all. You just need the correct planning, list of expectations, an idea about data management, set up quality assurance tests, and abide by the data transfer limits to ensure proper transfer for error-free and authentic data from the source.
