Salesforce integration with other systems ciiaction.com
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The document outlines Salesforce integration as a solution that connects various tools and apps to enhance business productivity through better efficiency, control, and a unified user experience. It highlights the benefits of integration, such as streamlined communication and data management, and provides tips for successful integration planning, customization, tool selection, and testing. For further inquiries, users are encouraged to contact CI IAction via email or their website.
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Salesforce integration with other systems ciiaction.com
- 2. A connection to the other tools/apps you need to run your business which can provide a powerful custom solution with several benefits to your team productivity What is Salesforce Integration?
- 3. Better efficiency for end-users Unified appearance More control over processes Single source of truth What are the Benefits of Salesforce Integrations?
- 4. Communication Apps and Email Financial Systems Other CRM Systems Computer Telephony Integration (CTI) Examples of Salesforce Integrations
- 5. Tips on Integrating with Salesforce Successfully
- 6. 1- Plan Out your Integration Strategy Integration objectives & project timeline, Data quality & data integration requirements, and Applications, resources, & other requirements. Determine:
- 7. R|S 2- Salesforce Customization Services The applications & how data will flow between them, Staging & data delivery for every application, and Integration security. Clearly Define:
- 8. 3- Use the Right Integration Tools/API R|S
- 9. 4- Conduct Proper Testing System testing by developers / admins, User acceptance testing by users, Retesting in the production environment, and Regression testing to test the integration is affecting any existing processes of the system.
- 10. Reach out to us if you have questions! EMAIL info@ciiAction.com WEB ciiAction.com