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What is Salesforce integration?

Salesforce integration is an operation or group of processes aimed at consolidating features and data of any application with Salesforce CRM. Its goal is the reduction of data reconciling between systems and switching between software.

What are the main approaches to Salesforce integration?

There are two main methods of conducting the Salesforce integration:

  • App-based, which is carried by using a pre-developed connector or dedicated application;
  • Code-based, performed with programming language Apex, which suits for multiple API versions.

Salesforce integration types:

  • Data integration;
  • User interface integration;
  • Business logic integration.

What does Salesforce integrate with?

SFDC integration is possible almost with any marketing, accounting, and planning tools you use to automate your business workflow. Integration with multiple CRMs and ERPs is possible via Appexchange applications, as well as many other systems and tools may be connected via customized third-party integration with Salesforce.

We assist with Salesforce integration challenges and help you:

  • Synchronize Salesforce data in real-time with all your applications;
  • Integrate Salesforce with other CRM and ERP systems in your company (Infor, Epicor, SAP, Oracle, NetSuite);
  • Integrate with third-party computer-telephony integration (CTI) systems (Ringcentral, Zoom, VoIP etc.);
  • Integrate Salesforce with your desktop applications;
  • Integrate data with applications without any interfaces;
  • Integrate data with sales and marketing automation tools (Marketo, Hubspot, MailChimp and others);
  • Salesforce to Salesforce integration: seamlessly integrate two Salesforce orgs;
  • Equip Salesforce web service integration or Salesforce eCommerce integration.

Our Salesforce integration approach helps you to:

  • Connect data flows of different departments and increase employees’ productivity;
  • Obtain a 360-degree customer view, which is essential to high-quality customer service;
  • Automate the business processes and workflows of your company;
  • Provide access to ERP data for the sales and marketing departments via the Salesforce interface with such systems as  Oracle, SAP, NetSuite, FedEx, USPS, UPS, Jira, BMC, ServiceNow and others.

What Salesforce Integration Services
Can We Provide?

Our Certificates

Salesforce Integration Stages

Our Clients

Integration Solutions

We offer our clients a few solutions for integrating Salesforce with third-party applications:

  • Integration with cloud integration servers such as Zapier, Integromat, Microsoft Flows, and Mulesoft. This decreases the necessity of additional IT resources when integrating with Salesforce and gives our clients more control over information flows.
  • Integration with ESB (enterprise service bus) servers such as IBM Integration Bus, Microsoft Azure Service Bus, Apache Camel and others. These servers implement a communication system between mutually interacting software applications in a service-oriented architecture (SOA).
  • Direct integration with Salesforce API. This option is limited in flexibility and integration features, but it can satisfy the requirement for the mutual information transfer between two systems.

Hiring a Salesforce integration consultant with Ergonized means returning your investments with qualified work of certified professionals. Salesforce integration consulting means the guidance of an expert for seamless integration.

Our Cases

All cases


Does Basecamp integrate with Salesforce?

Integration Basecamp with Salesforce is possible using suitable connectors (Salesforce Connect, Zapier) or ready-made apps for integration from the Salesforce AppExchange.

Does Asana integrate with Salesforce?

The integration is available to Asana Business and Enterprise customers with a Salesforce Enterprise or Unlimited account and is optimized for Salesforce Lightning while still being compatible with Salesforce Classic.

How to integrate Sap with Salesforce?

The SAP and Salesforce integration steps require technical expertise, so if you don't have any hands-on experience with Salesforce, your best bet is to contact the Salesforce integration consultant.

How to integrate Salesforce with a website?

If you need to migrate web app data to your Salesforce system, use middleware products (Zapier, Workato), ETL tools (Talend, Jitterbit), Salesforce Connect, or transfer data in real-time using an API.

Does Salesforce integrate with Gmail?

Salesforce Gmail integration is possible if your organization uses Enhanced Email. Enter Gmail in your Salesforce version Quick Find box, choose and enable Gmail Integration and Sync and turn on Let users access Salesforce records.

What is integration in Salesforce?

Integration affects different layers such as data, security, business logic, and presentation, depending on requirements, and helps companies achieve higher levels of efficiency, operational consistency, and quality. Integration is possible between Salesforce and external apps and databases, or between different Salesforce apps.

How to integrate Netsuite with Salesforce?

There are three common ways to link Netsuite with Salesforce together:
  • iPaaS - Cloud Integration Services (Boomi or Celigo) that offer connectors for the two apps;
  • Third-party apps for integrating Salesforce with finance platforms;
  • Using the API of these two platforms and the NetSuite Restlet web service. However, keep in mind that integrating two complex systems like Salesforce and NetSuite will not be easy, so it makes sense to use Salesforce integration services from the Ergonized team.

How to do integration in Salesforce?

To integrate with Salesforce, most enterprise-grade apps need to integrate with other external third-party apps. Choosing a Salesforce integration tool depends on the number of systems you want to integrate and their specifics, as well as the number of levels of integration you need to cover.

How to integrate Google Analytics with Salesforce?

There are three options for implementing this integration:
  • Using built-in Salesforce Cloud and Google Analytics integration (with Google Analytics 360)
  • Implementing customized integration and hiring a Salesforce integration consultant for this.
  • Using third-party integration tools.

How to integrate Outreach with Salesforce?

If the Salesforce plugin is configured correctly, users can automatically sync existing Salesforce capabilities with Outreach. But these steps will help expand the capabilities of this integration:
  • Set the threshold to about 70% of the maximum API limit.
  • Map custom fields BEFORE the initial data sync.
  • Get rid of duplicates and stale data.
  • Configure Outreach Stage and enable advanced task mapping in Outreach.

How to integrate Salesforce in contact form 7?

To integrate a contact form 7 submission with Salesforce CRM, download the free Contact Form 7 Salesforce plugin, activate, and configure it according to the instructions.

What does Salesforce integrate with?

With the right architecture, Salesforce is easy to integrate with a wide variety of business apps and integrates numerous functions into the same interface. The integration provides both built-in connectors and third-party tools and apps from the AppExchange.

How to integrate a Java application with Salesforce?

Java and Salesforce integration can be done using the Salesforce Web Service Connector (WSC) toolkit provided to simplify development. This tool helps you create a set of libraries and stubs using one of the Salesforce WSDLs from the organization you are working with.

Does Salesforce integrate with Outlook?

Yes! To operate Salesforce data directly in Microsoft Outlook, you need to install an app (Salesforce for Outlook) as well as sync events and tasks, and then Salesforce Outlook integration will happen automatically.

How to set up Outlook integration Salesforce?

Salesforce Outlook integration is configured like this:
  • Click on the setup icon and pick Setup.
  • Enter Outlook in the Quick Find box, and then select Outlook Integration and Sync.
  • Activate the Outlook integration.
  • Check that the Enable Enhanced Email with Outlook option is on. This allows you to register emails as standard message objects and enable email in Salesforce.
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