Table of Contents
What is Salesforce data integration?
The Salesforce Platform allows you to deliver a unified view of your customer with powerful and easy-to-use data integration tools. Integrate your data using point-and-click tools or code—your choice. Create a more engaged customer and employee experience with third-party data integration.
What is Salesforce data visualization software?
Salesforce Data Visualization Software Sales and marketing departments produce tons of data every day, and at the same time they may use previously accumulated information on client profiles, sales volumes, customer support requests, etc., to both perform day-to-day activities and make strategic decisions.
Should you consider data virtualization with Salesforce connect?
Unless the data absolutely needs to reside in Salesforce, consider data virtualization with Salesforce Connect instead. More data in your organization ultimately leads to larger data volumes, which can adversely affect performance and add technical debt.
What are the 4 layers of Salesforce integration?
See how Salesforce’s approach to integration unites data across 4 layers of your application: Identity – A single trusted identity across all apps and devices. Data – Customer context across multiple systems. Process – Real-time activities and workflows across systems. Presentation – A unified view of the customer.
Is integrated with Salesforce in data visualization?
Salesforce CRM offers built-in data reporting modules to manage data of customers and as well employees, but this does not support advanced data visualization.
Which visualization tool is integrated with Salesforce?
Tableau. This recently acquired, Salesforce’s Einstein Analytics powered data visualization tool is a user favorite. Salesforce users rate Tableau high because of its appealing real-time visualizations along with out-of-box Salesforce reporting templates.
What is integrated with Salesforce?
Salesforce integration is the process of merging the data and functionality of Salesforce with another application to provide users with a single unified experience. It allows you to provide your team with an ideal mix of features pertaining to both platforms.
What is visualization in Salesforce?
Data Visualization in Salesforce : Now salesforce allows us to create dashboards by using charts that are available. This helps in a lot of ways — for example, if you use a CRM and you got to login to get data or see how the data is doing like how many customers are added today, churn customers etc.
Is Tableau integrated with Salesforce?
Tableau can help you fully leverage your rich customer data by providing analytics for everyone in your organization. Use Tableau to blend Salesforce data from across the Customer 360 platform with your other business data for increased visibility and a deeper understanding of your customers.
What apps can be integrated with Salesforce?
Integrate Salesforce with the apps you use every day.G Suite. Streamline your team’s workflow and increase productivity by syncing G Suite by Google Cloud with Salesforce. … Slack. … Quickbooks. … MailChimp. … LinkedIn.Docusign Integration: Digitize Your Agreements.JIRA.HelloSign.More items…
What are the ways to integrate with Salesforce?
These can be spread out into three main types of integration in Salesforce that we are going to look at….Types of Integration in Salesforce CRMData Integration is necessary when you need to sync data from two or more systems. … Business Logic Integration. … User Interface integration.
What is Salesforce integration pattern?
Integration Patterns Overview Each pattern describes the design and approach for a particular scenario rather than a specific implementation. In this document you’ll find: A number of patterns that address key “archetype” integration scenarios.
What are the benefits of Salesforce integration?
What are the Benefits of Salesforce Integrations?Improve Productivity.Access Data from Different Sources.Make Better Decisions.Automate workflows.Modernize the Data Infrastructure.
How do I visualize data in Salesforce?
Visualize Your Data with Dashboards and ChartsUse the drag-and-drop dashboard builder.Explain the difference between report charts and dashboards.Set up a dynamic dashboard.Add a report chart to a report.Add an embedded chart to a record page layout.Create a dashboard and underlying report.
What is interactive data visualization?
Interactive data visualization is the use of tools and processes to produce a visual representation of data which can be explored and analyzed directly within the visualization itself. This interaction can help uncover insights which lead to better, data-driven decisions.
What are the advantages of Visualisation?
The following highlights some of the main benefits of visualisation:Answers a question. Visualisation can provide a quick, high level summary of the main information contained in the data.Poses new questions. … Explore and discover. … Communicate information. … Support decisions. … Increase efficiency. … Inspire.
How often is a visualization refreshed?
The data is automatically refreshed at least once an hour, preferably every second. Customizable. The visualization cannot be customized: it is only seen. The visualization can be customized at it’s most basic level, or customization features are locked with admins.
Can users see data?
Interactive: Users can not only see the data but interact with it in terms of search functionality- data is easily found and a way is provided to manipulate the source data if necessary.
Is visualization easy to understand?
The visualization is relatively easy to understand but uses outdated modes like graphs and charts. Visualization is immediately understood regardless of training and uses intuitive, interesting visual styles. Interactive. Little to no search functionality is available.
What is Salesforce used for?
A manufacturing company uses Salesforce to manage customer cases. The customer service agents want to access the real-time order information from the back-office ERP system to get a 360 view of the customer without having to learn and manually run reports in ERP.
What protocol is used to connect to Salesforce?
Solutions for this pattern should adhere to standard Salesforce org-level security. It’s recommended you use the HTTPS protocol to connect to any remote system. For more details, see Security Considerations.
What to do if Salesforce org hits rate limits?
If your org hits rate limits when accessing external objects, consider selecting the High Data Volume option on the associated external data sources. Doing so bypasses most rate limits, but some special behaviors and limitations apply. For more information, see High Data Volume Considerations for Salesforce Connect.
How long does Salesforce take to retrieve data?
Depending on the availability of and the connection to the external system, it can take a long time to retrieve external data. Salesforce has a configurable 120-second maximum timeout value to wait for a response from the external system.
Why are keys important in integrating systems?
When integrating systems, keys are important for on-going state tracking. For example, if a record gets created in the remote system, typically the record needs some sort of identifying key to support ongoing updates. There are two options:
Does Salesforce track orders?
However, Salesforce isn’t the system that contains or processes orders. Orders are managed by an external (remote) system. But sales reps want to view and update real-time order information in Salesforce without having to learn or use the external system.
Can Salesforce use Apex HTTP callouts?
Salesforce must be able to access the endpoint over the public Internet. You can use Apex HTTP callouts to call RESTful services using the standard GET, POST, PUT, and DELETE methods.
What is Salesforce virtualization?
Our virtualization data service brings agility to Salesforce, allowing you access to customer data, as well as the ability to proactively manage it. With virtualization, Trailblazers can connect and collaborate in powerful new ways in one location.
What is Salesforce API?
The Salesforce Platform uses open APIs based on industry standards like REST and SOAP, so api integration is easy between Salesforce and external endpoints, such as apps or enterprise integration hubs. Salesforce’s low-code integration tools and APIs can connect through standard data protocols such as OData, and are optimized to manage loading and deleting large sets of data.
What is platform event?
Platform Events delivers secure and scalable custom notifications between Salesforce and external sources. Our powerful events engine allows you to publish and subscribe to event streams that can be embedded into workflows inside Salesforce. With Platform Events, you can streamline integration and communicate changes efficiently with other systems.
Data Visualization in Salesforce
Salesforce is a cloud computing service as a software (SaaS) company that specializes in customer relationship management (CRM). Salesforce’s services allow businesses to use cloud technology to better connect with customers, partners and potential customers. Now salesforce allows us to create dashboards by using charts that are available.
Types of charts available in salesforce
Bar Chart : A bar chart is used when we want to show a distribution of data points or perform a comparison of values across different subgroups of data. From a bar chart, we can see which groups are highest or most common, and how other groups compare against the others. Simply put, we can use it to compare data between two subgroups.
Salesforce Dashboards
Now Salesforce offers excellent way to create our own dashboards using the given charts. You need to have reports ready in order to create dashboards. Always remember that reports and dashboards are interlinked. In some cases we can also use standard reports that are already available to create dashboards (means you don’t have to create one).
What is BI in reporting?
Traditional reporting and distribution tools can’t offer the transformative speed to insight or the self-reliance of a modern data approach with interactive, visual analytics. Making real-time decisions with trusted data requires powerful yet intuitive business intelligence (BI) tools and processes that support your employees, regardless of their skill levels.
Why is unlocking data important?
With a complete view of your business, you can empower everyone across your organization to access and analyze the data needed to make more informed decisions, faster. Data-driven organizations are not only more resilient to change, but more deeply understand their customers.
Why are integration tools important?
Because these tools are purpose-built to help support data migration and transformation, they often have powerful capabilities that enable you to reuse integrations across the enterprise, maintain stronger governance, and centralize management of integrations .
What is Lightning Web Components?
Lightning Web Components are typically used for process integrations, but they can make callouts using JavaScript functionality, so data could be involved in these transactions. Salesforce Flow can be used to orchestrate external callouts with External Services or Apex Actions.
1. Batch vs Real-Time
You need to figure out whether you should sync data and applications in real-time. Think about bandwidth constraints and limiters that may impact your effective utilization. Often, you may go for a hybrid approach that uses both batch and real-time sync.
2. Code vs No Code
It is important to clearly identify the users who will set up and perhaps maintain your integrations. You need to determine whether you should rely on expensive coding specialists. Alternatively, you may opt for simplified UI interfaces that involve no coding as they are easier and quicker to implement and maintain.
3. On-premise, Cloud, or Hybrid
The next consideration revolves around where you will store your applications and data. Will you store them in the cloud or in local repositories? You should also keep the future requirements in mind when choosing the right location for your data integration .
4. 360-degree Customer View
To understand the importance of having a 360-degree customer view, you should consider which apps and data repositories store your critical customer data. Plus, realize who will need access to that data and how. You also have to consider the kind of connectivity and oversight that is needed.
5. Compliance with Regulations
Your customer information is already very sensitive, but it becomes more sensitive when it includes financial data and their personal data from social media, healthcare, and other apps. So, you need to devise a robust governance and compliance plan for your datasets.
6. Future-Proofing
Along with Salesforce application integration, enterprise data management also includes data quality, master data management (MDM), governance, analytics, and data cataloging. When bringing in more data from different locations, you have to keep track of what you already have and what is available.
Conclusion
There you have it: 6 key considerations that your company should have as you think about Salesforce data integration.
Data Visualization Integrations
Sales Prospecting Integrations
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LinkedIn Sales Navigator As arguably one of the best Salesforce integrations in today’s digital sales environment, LinkedIn Sales Navigatorhas quickly become an indispensable app for many top sales teams. By utilizing the power of the largest and most active online professional network, reps have a supercharged ability to research their market and network and actively prospect for …
Communications Integrations
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Slack Thousands of sales and account management teams utilize Slackfor communications and collaboration. But, by integrating Slack with your Salesforce CRM, you unlock streamlined communications and sales processes without having to jump back and forth between platforms. Users can easily view Slack notifications, tasks, and commands while still working within the CR…