Salesforce is a platform that is customizable and can be integrated with various third-party applications and software companies, easily. It is by the use of Salesforce integration that organizations can expand their control over the data, while extracting the best features. But to gain these benefits, the best Salesforce integration tools need to be put to use in order to make successful integration possible.
Businesses benefit with the use of Salesforce integration undoubtedly, but achieving it is not easy, in fact it can be a bit tricky at times. This is where Salesforce integration partners come in. With the trusted support of an experienced Salesforce partner, the integration process can be made a lot easier and smoother.
But having an expert help you is not the only thing you can do to make your integration experience easier, the use of the right tools and platforms is also a must. With the use of the right integration tools and platforms you can successfully integrate the platform with your existing applications without any hassle.
Must have Salesforce integration tools:
With the use of the right tools, comes the right result. So to get the right results concerning Salesforce integration, the relevant tools should be accessed in order to achieve an efficient integration of your platform with external applications.
Here are some of the prime integration tools you must have access to for a successful Salesforce integration:
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One of the preferred and trusted tools for achieving a scalable Salesforce integration is “Dell Bhoomi”. This platform is suitable for businesses growing at an exponential rate, or larger organizations. Any organization that requires integration with numerous databases and systems should opt for this tool for its ability to integrate a variety of systems. Top cloud providers such as Google Cloud, Oracle Netsuite, Amazon AWS, Microsoft Dynamics and many more are supported by Dell Bhoomi.
The purpose of this tool is to leverage all the advantages of Cloud technology and be able to provide support to elaborate systems. It supports end-to-end integration and facilitates visual interaction as well.
For high-end markets’ needs, the best tool is Jitterbit. It helps the systems of organizations of all shapes and sizes, in API integration. A platform called “Harmony” offers all the solutions, here all the users are able to view results on a cloud which uses a hybrid or on-premises model. Depending on their needs, users are provided with three service levels. These levels differ on the basis of the number of systems that need to be connected.
Jitterbit stands out amongst all Salesforce integration tools for its unique ability to provide support for technical and non-technical users alike since this platform can be used without the need of expertise in either coding or programming.
For Salesforce data integration and Microsoft Dynamics, RapidiOnline is the one to choose. It is a simple but powerful integration tool. It deals with implementation of pre-configured templates to make the integration of Microsoft Dynamics ERP to Salesforce smooth and easy.
RapidiOnline not only integrates Salesforce with Microsoft Dynamics ERP but it helps in the integration of various other ERPs as well. It provides customized and unique integration solutions and offers solutions for Salesforce integrations for almost all organizations. RapidiOnline offers the option to display and store ERP data, such as financial overview, sales history, open orders, payment history, etc., in the system, wherever needed.
With this tool It is easier to work with the lists that are related to Standard Salesforce since data is provided in a format that is compatible with the lists. RapidiOnline is full of ready-to-use dashboards and reports that can be effectively customized to meet business needs.
Commercient being a Cloud based tool, connects CRM solutions with ERP Systems.
To establish strong client relations it is important to enable businesses to build an effective link between CRM and ERP so that business processes are streamlined. One of the biggest plus points of using integration is that it rules out any need for ETL, coding or manual mapping when integrating Salesforce. THis reduces the cost of integration and allows resources to be redirected towards the rest of the business areas.
An (iPaaS) integration platform as a service is provided by SnapLogic, which helps in linking SaaS components, business modules and Cloud data sources. This is a platform which is AI-Based, it offers smart deployment options to big and small businesses alike. The complete integration process is automated with the use of SnapLogic, from creation to maintenance and finally deployment of automates the entire integration process, including the creation, maintenance and deployment of deals in hybrid systems that are on-premise and cloud-based. One of the main reasons for SnapLogic being widely adopted is the easy availability. It gives suggestions on the basis of machine learning, for creating end-to-end integration channels that are relevant to the user needs and requirements.
Using Cloud Elements, developers can manage, connect and publish APIs via a streamlined platform that simplifies API integration.
Through Cloud Elements’ integration toolkit, developers can synchronize data between a wide array of cloud services, including Zendesk, Salesforce and Quickbook.
A workflow authoring, scheduling and execution tool, Apache Airflow offers many features that aid in workflow creation, scheduling and execution. You can perform complex tasks by using its command-line utilities.
Aside from visualizing pipelines in production, the interface provides tools for monitoring project progress and troubleshooting issues to ensure a successful project.
With Workato’s cloud-based integration platform, business users are able to connect their applications, data and processes. There are a number of benefits to using this solution, including being able to quickly and easily integrate cloud-based applications, such as Salesforce with little or no coding required.
The benefit of automating manual tasks is that it enhances the accuracy and consistency of the data, increases efficiency and streamlines the entire process. When businesses work with the right Salesforce integration company, they efficiently leverage this tool to automate the integration process.
The purpose of Fivetran is to integrate data by focusing on automating the process of data integration. With this tool, you can automate the creation of connectors, analytics templates and transformations that can be used immediately, while allowing adaptation to changes in schema and APIs so you can use the tool with any schema and API you like.
The Fivetran platform is used by organizations worldwide for the integration of data from databases, cloud-based applications and event logs.
When it comes to improving customer satisfaction, SurveyMonkey is an invaluable tool because it makes direct surveys possible that will allow you to reach out to your customers. In addition to automating the entire survey process, this tool also speeds up the entire process as well. By using SurveyMonkey, you can easily get feedback from your customers and store it on Salesforce Cloud so you can analyze it later. With SurveyMonkey, you can create your survey using a mobile-friendly approach and there are pre-made templates available for your convenience.
There is also an option within SurveyMonkey to analyze the collected data in Salesforce, which allows the process of following up with individual customers to be accelerated.
If you are working on the field, you may experience spotty internet connectivity and loading times may not be as reliable as they should be. With Youreka, a Salesforce native application, you will be able to access surveys, forms, checklists and more without having to have access to the internet. As a result, the field team is able to increase their productivity.
There are also several templates included in the application that make it simple and convenient for you to create forms quickly and easily. It is also possible to link the forms to Salesforce fields so that Youreka automatically updates the documents with the correct information every time it is updated. Additionally, after the fieldwork is completed, the team can use Salesforce reports to create an analysis of the data and the data can be stored within Salesforce.
With Asana, you have the ability to collaborate across different departments, enhance productivity and prevent data silos.In order to keep track of the status of Salesforce projects, sales teams use this app. Using Asana Task, it is possible to request help from other departments in order to accomplish a task. The integration between Asana and Salesforce enables you to create, assign and review tasks inside Salesforce itself without the need to leave the platform.
The Clearbit Salesforce app allows you to enrich prospect data, such as contact information, social media profiles and company information, directly inside Salesforce without putting any effort into the process. A few clicks are all it takes to add an email, refresh your browser and Clearbit handles the rest for you, right within Salesforce, with just a few clicks.
Whether you want to get a better understanding of your ideal customer profile, capture a complete view of your customer list, or reduce the size of your lead-form by just a few pixels, Clearbit offers all the insights you require with the least amount of manual effort. Furthermore, it integrates seamlessly with the following third party applications: Drift, Slack and Gmail.
With Quip, users can create, edit and collaborate on documents and spreadsheets collaboratively with other members of their team and it allows them to do this online or on the go. Business purposes tend to be the main reason for its use.
The core functionality of Quip is to offer word processing and spreadsheet functionality. These functionalities can be accessed via an iOS app, an Android app, as well as through the web. As part of this site, an edit history is also available, which is updated live, as well as standalone chat rooms. This feature allows for sections of a document to be highlighted and comments can be added to facilitate collaboration between the parties.
It is impossible to leave MuleSoft out of the list when discussing the best Salesforce integration tools. As a leading automation and integration tool, MuleSoft has been a pioneer in the Salesforce industry for quite some time. It is a highly trusted tool by Salesforce users.
In addition to MuleSoft, Salesforce owns MuleSoft’s Anypoint platform, which enables seamless integration with a variety of apps and services from MuleSoft.
Large organizations can maximize functionality with MuleSoft and seamlessly integrate different departments within their organization. A number of applications or services can also be integrated together at the same time using this application.
There are some excellent Salesforce reporting tools out there that are currently being used in the industry that help boost team productivity. This blog covers some of the most efficient Salesforce integration tools. Some of these work extremely well for large organizations and some work well for small organizations with constrained budgets.
You can integrate your Salesforce org with third-party applications using any of the above-mentioned tools and platforms.
Successful CRM integration can be achieved with the right tool and the assistance of trusted Salesforce integration services. Get in touch with us today to see how we can assist you in integrating your external applications with Salesforce and with many other Salesforce products, such as:
About the Author:
The author of this blog is Nandini Pathak with an area of expertise in technology. Uniquely blending her legal background to create engaging content. An avid dog lover, her warmth and empathy enrich her writing style. Nandini’s passion for learning and her SEO proficiency ensure her work stays relevant and visible, making her an impactful content creator who seamlessly integrates personal passions with professional expertise in the technology domain.
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