Why Do You Need To Integrate Any App With Salesforce: A Salesforce Integration Guide

Salesforce is the world's most popular CRM software, and many eCommerce businesses and organizations use it. They need additional tools to run their business. Whatever tools they need for storage and analytics solutions can all be integrated with Salesforce to function as a single mechanism.

Are you expanding your business and integrating your first third-party app into the platform you've been using for years? This article will assist you in navigating Salesforce's new dimension. Follow this guide to learn more about the best ways to integrate apps with Salesforce.

What Is Salesforce Integration?

Salesforce integration is the process of connecting Salesforce with other applications. This can be done using the native Salesforce CRM integration tools or a third-party tool.

Salesforce integrations can connect Salesforce with any other application, including CRM applications, financial applications, accounting applications, and more. The most common use case for Salesforce integration is to connect Salesforce with an external CRM system. This allows organizations to keep their customer data at one place while still being able to use the features and functions of their CRM system. It can share data between applications. This can be useful for sales teams who need to access customer data from their CRM system while working in Salesforce.

Types Of Integration In Salesforce

Businesses across multiple domains commonly connect their CRM to an external system at the process and data level. You may wonder what kind of integrations you can implement for your organization. Let's break these integrations into three main types and discuss them in detail.

1. Point-And-Click Integration

This integration is the easiest to set up and is best for apps that already have Salesforce integration. With this integration, you simply connect your app to Salesforce using the Salesforce Connector. 

2. API Integration

It is more complex, but it allows for more customization. With API integration, you use the Salesforce API to connect your app to Salesforce. This type of integration requires more development work but gives you more control over how the two systems interact.

3. Lightning Integration

Lightning integration is the newest type of integration and is only available in Salesforce Lightning Experience. With Lightning integration, you can connect your app to Salesforce using the Lightning Component Framework. This type of integration is similar to API integration in that it requires some development work. Still, it has the advantage of being able to take advantage of the new features in Lightning Experience.

Why Should You Connect Your App To Salesforce?

Connecting your app to Salesforce gives you access to a wealth of data and features that can help you better serve your customers. Here are some of the top reasons to connect your app to Salesforce:

• Access Rich Customer Data: 

Salesforce contains a lot of data about your customers, including contact information, purchase history, and support requests. Connecting your app to Salesforce gives you access to this valuable data, which can help you provide a better customer experience.

• Automate Tasks: 

Salesforce provides several powerful automation features that can save you time and effort. For example, you can automatically use Salesforce's workflow rules to trigger actions based on specific events. Connecting your app to Salesforce gives you access to these automation features so that you can work more efficiently.

• Increase Sales: 

By connecting your app to Salesforce, you can take advantage of features like lead capture and opportunity tracking that can help you increase sales. You can also use Salesforce's reporting tools to track your progress and identify areas for improvement.

• Provide Better Customer Support: 

Connecting your app to Salesforce allows you to create a seamless customer support experience by integrating case management into your existing workflow. This way, your customer support team will have all the information they need about a customer.

• Improve Data Accuracy: 

When data is entered manually, there is always the potential for errors. Automatic integration can help reduce these errors, ensuring that your customer data is accurate and up-to-date.

• Increase Efficiency: 

By automating tasks and keeping data organized, Salesforce integration can help you work more efficiently. This can free up time so that you can focus on more critical tasks, such as generating leads or closing deals.

Conclusion

Salesforce is the top CRM system, and for a good reason. It's feature-rich, customizable, and scalable, making it perfect for businesses of all sizes. But what sets Salesforce apart is its ability to integrate with just about any other app or software you use. Whether using an in-house app or something off-the-shelf, you can connect it to Salesforce. And that's a big deal because integration opens up a world of possibilities.