Getting systems to talk to one another…
We have noticed on our most recent projects that customers increasingly wish to integrate external data sources into Salesforce.
I believe this is part of a broad trend of aggregating everything you know about your customer within Salesforce so that you can have a truly single view of them.
- one customer wanted to have visibility of their warehouse stock deliveries in Salesforce (without replacing the existing system).
- Another customer wanted to have SAP information automatically added to specified Salesforce records (and to keep in sync with any changes made in SAP in future).
Best foot forward
The options for integrating/connecting Salesforce with other systems are vast and for each project we use a series of questions to identify which technology approach has the best fit.
Very often the factors to chiefly consider are:
- the customer’s current I.T tools,
- system usability,
- project complexity,
- time restraints,
- and cost.
We usually start by identifying how this information is going to be used.
If the requirement were simply to surface and/or report on the information within Salesforce, then the new External Objects feature in Salesforce may well be the best option. You can learn more about their use on this great Trailhead Module.
Perhaps the data needs to be loaded in to Salesforce and needs to be editable within the system.
If this data load needed to take place on a set schedule you could look at tools such as Jitterbit Dataloader which has a nice scheduling function.
Sometimes end to end automation is the best fit solution and the brief demonstration below shows one way that this can be achieved.
We were asked to help a Tugela customer who wanted to automatically push new employees added to Active Directory into the Team Member table of Sage and also monitor for other changes such as email amendments, and line manager changes.
Many thanks to Jakub Lizinczyk for his expertise on PowerShell coding for this project.
We have so far delivered scripts that run on Desktop and Server-Based versions of PowerShell ISE, Azure PowerShell Cloud, and Scheduled Apex.
If you would like to talk to us about connecting Salesforce to other “stuff” then please get in touch.