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Korcomptenz - Total Transformation Blog - More than one way to integrate your data in Salesforce
Data is an important driver for any modern business. Rich data sets can be used to devise strategies, identify service gaps, and also to leverage the power of visualization. Salesforce offers multiple ways to integrate data from third party systems including a dedicated Data Loader module, an API, and other tools like Audience Studio. There are even third party data services to enrich your leads, contacts, and accounts.
As the largest CRM in the world with hundreds of thousands of yours, it’s extremely important for businesses to make the most of this platform. This blog focuses on summarizing the different ways third-party data can be integrated into Salesforce.
Korcomptenz has been in operation since 2003 and is widely recognized as a reputed brand in sales, marketing, and service technology. We offer a range of implementation and support services that could help your business in streamlining sales, service, and marketing processes. One of the most important features of any Salesforce implementation vendor is their authenticity. Knowing that they can be trusted to deliver on their promises and have been vetted by Salesforce and other companies. Korcomptenz scores high in this regard. In addition to being a Salesforce consulting partner, we are also a Microsoft Gold Partner, Kentico Gold Partner, Acquia Partner, Mautic Certified Reseller, and an Automation Anywhere partner. This means that our solutions have been certified across key aspects of your technology stack.
Another way to integrate third-party data into your Salesforce account is by making use of the Salesforce Audience Studio. This feature allows businesses to store the data points in a special account. These data sets can then be retrieved on-demand, ensuring that your business has access to crucial information such as payment processing data and customer details. Further, the Salesforce Audience Studio can also generate customized usage reports that can be used to analyze third-party data consumption trends.
Businesses may also choose to integrate third-party data into Salesforce using their very robust and flexible APIs. Salesforce allows a business to use REST API, SOAP API, Bulk API, and a Streaming API based on their unique needs and licensing. The primary use of these APIs is to support almost real time data integrating, enabling systems to “talk” with Salesforce and update records bidirectionally on an ongoing basis. Consider the example of a business that requires external accounting data to be integrated with their Salesforce account. The API would enable the data to be integrated every time an invoice posted or a payment was made, empowering customer service or sales team to access the latest information with any lag time.
Whatever method you choose, the integration of third party data enables you to provide provide a much more holistic experience to your agents and customers, and also ensures that your key decision-makers have access to important data points at all times. To learn more about Salesforce implementations and third-party data integration, please contact us.