How to Overcome Common Salesforce Integration Challenges

Why did you move to Salesforce? To have a unified simple view to review all your data records in one place, right? You expect it to be reliable, accurate, and consistent. However, when your data is not how it’s supposed to be, that is a concern. It means there is some problem with salesforce integrations as the data doesn’t show up in real-time, data mapping is inaccurate, ambiguous data with which your system doesn’t know what to do or your data is not secure. Whatever the reason, you can overcome it by following the best integration practices.

Salesforce Integration Challenges And How To Overcome Them?

Salesforce is a great Customer relationship management (CRM) software. It lets you connect your data to one dashboard from various touchpoints. These are your website, social media, and emails, i.e. wherever your customer interacts with your business. With this data, you enable your customer-facing teams to make the most of every customer interaction. As your customer satisfaction increases so does your brand loyalty and repeat customers with greater revenue. 

Want more from your Salesforce? You’ll require third-party app integrations that increase your business’s operational efficiency and productivity. Now whenever you connect other apps with your Salesforce you’ll need to ensure that they work seamlessly together like a well-oiled machine. However, if there are issues in data formatting, architectures, id names, etc. the data silos will not show up altogether or not on time leading to faulty stats. Read more about Salesforce modification advantages here.  

Overcoming the Salesforce data integration and other challenges requires careful implementation of various settings, and taking care of data type mismatches. Ensure data is well mapped and real-time data is well-synced to reflect timely. Below is a detailed overview of these hurdles and how to reduce them: 

• Address Data quality issues 

Your analytics and processes depend on high-quality data for better analysis and insights. If the data fed to the system is subpar, it can render your Salesforce software useless. Maintain high-quality data by staying alert for duplicate records, missing, incompatible data formats, and inaccurate and outdated data. 

Data quality can be maintained by implementing a data governance policy. That is a rulebook that the whole organization must abide by. It gives rules to data handling like data ownership and compliance, migration, storage, security, retention and disposal procedure, and usage guidelines.

• Data mapping and migration integration issues

Data mapping is the primary process in Salesforce integration where you make a pathway for data to follow to show up at the right place in the Salesforce dashboard. The issue occurs when the data doesn’t show in its expected place.

This data migration issue can be resolved by ensuring the right naming conventions. Since in some Salesforce cases it automatically names the incoming data (Auto-ID), it might create a discrepancy where the original name doesn’t match. The other fix could be aligning data types and architectural and structural differences. 

• Data security and compliance issues

When connecting two systems via a third connecter you are basically opening a gateway for intruders to enter your network and access sensitive data. This data is customer information and is regulated in different industries. Compliance and security are crucial here.

To control data security and compliance in Salesforce data migration starts with authentication protocols and data encryption. Other Salesforce features allow for limiting access, making it an authorized personal-only entryway. Ensure data encryption at all times and regularly review and monitor activities for vulnerable data. With routine monitoring data security and compliance can be ensured.

• Achieving Data consistency between systems

The thing to remember here is that we are integrating another app or a system into Salesforce to enhance its efficacy. It could be anything like payment gateways to provide ease of purchase. Now when you don’t have timely data synchronization, you will end up with inconsistent data. This will lead to confusion where one system is updated whereas the other still lags.

To maintain real-time data synchronization, a few steps can be taken. These include using Salesforce connectors that are lightning-fast and make data synchronizations possible. With up-to-date current data, Salesforce processes better insights for decision-making drawn from customer interactions.

• Optimizing data flows between CRM and Legacy system

Before CRM many companies relied on good old spreadsheets, papers, and database management systems (dbms) or contact management software which stored customer contact data. These were built on different architectures and frameworks which means compatibility issues. This is an issue as many companies such as huge factories still use different legacy software and then combine them to reflect on Salesforce for a unified view for the upper management to review.

This data flow can be optimized by integrating third-party integrations that offer a seamless process. It mainly would entail data mapping for data structures and types.

• Tracking ROI with performance

Buying a Salesforce subscription and then having add-on integrations often adds up the cost. Key stakeholders would want to know the stats and the gains from this sync-up. To calculate the ROI, the performance of the system can be studied. It’s directly proportional to how well it is adopted by the user.

To enhance user adoption there can be several training sessions highlighting the benefits for the users. With favorable experience, adoption will be quicker leading to greater operational efficiency.

Conclusion:

With every integration, several common challenges will arise but with a certified salesforce developer, you can overcome them all. For seamless integration, you can opt for Salesforce integration services. These include third-party, customized, API, and data integrations. These will follow certain integration approaches like point-to-point, event-driven which reflects on changes, and then middleware and hybrid. With such integration approaches, salesforce developers navigate all potential issues.

Looking to hire Salesforce integration services? Consider Salesforce partners for seamless integrations without any challenges.