Post by alamashik88 on Jan 17, 2024 5:38:04 GMT
Common Salesforce Integration Challenges and How to Overcome Them Copy Infographic × Foinse: 1. find data mapping challenging when integrating their Salesforce organization. When you synchronize your data between two platforms, it will be important to match the records and fields to complete your project. In most cases, data fields are different for different functions. You need to ensure that they are in sync to allow users to work on the integrated platform hassle-free. For example , address fields in Salesforce can include street, city, state, country, etc. This may not be the case with the application you are integrating Salesforce with.
This is an important consideration to keep in mind when completing your project. When facing this challenge, you are advised to double check when matching the same field types. In addition, you can convert your data to the field type of the target Industry Email List application to make working on the integrated platform easier. Also, read: Salesforce Integration Best Practices: Avoiding Common Mistakes 2. Handling Duplicate Records Even if you use the best ETL tools When integrating your Salesforce org, there will always be scope for data duplication. Handling duplicate data is one of the most common and tedious Salesforce integration challenges faced by businesses around the world.
Always make sure you work with a system that gives you a limit and identifies duplicate data as soon as it is entered. Working with duplicate data can damage your customer relationships and disrupt your business processes. When importing custom objects from one platform to another, use external IDs to prevent data duplication. This will act as a custom field with the External ID attribute. This implies that the field contains unique record identifiers from a system outside of Salesforce. 3. Creating Auto-ID When you integrate Salesforce with a third-party solution, it automatically creates a dedicated ID for each entity you create and import.
This is an important consideration to keep in mind when completing your project. When facing this challenge, you are advised to double check when matching the same field types. In addition, you can convert your data to the field type of the target Industry Email List application to make working on the integrated platform easier. Also, read: Salesforce Integration Best Practices: Avoiding Common Mistakes 2. Handling Duplicate Records Even if you use the best ETL tools When integrating your Salesforce org, there will always be scope for data duplication. Handling duplicate data is one of the most common and tedious Salesforce integration challenges faced by businesses around the world.
Always make sure you work with a system that gives you a limit and identifies duplicate data as soon as it is entered. Working with duplicate data can damage your customer relationships and disrupt your business processes. When importing custom objects from one platform to another, use external IDs to prevent data duplication. This will act as a custom field with the External ID attribute. This implies that the field contains unique record identifiers from a system outside of Salesforce. 3. Creating Auto-ID When you integrate Salesforce with a third-party solution, it automatically creates a dedicated ID for each entity you create and import.