When you’ve decided to integrate two of your business critical systems – like your CRM and ERP – there are a lot of details to work through.

System integrations like this are highly valuable, particularly Salesforce integrations because of how deep the system runs in your business.

6 Integration Benefits

When done correctly, integrations can drastically reduce the amount of duplicate data entry and redundant processes in your business. But, they do take some upfront work. And plenty of documentation.

4 Things to Know

You need to know your current process workflow in both systems back and forth. And then comes the detailed field mapping, which can make even the most organized among us feel overwhelmed.

Where do you start?
When do the integrations take place?
What information needs to be transferred?
What needs to go where, and what action needs to be triggered?

When we come in to a Salesforce integration project with a client, we start by first thoroughly outlining their processes. By clearly identifying what actions are taking place in each solution, it becomes very clear when data must cross between the two.

Then, we identify the action triggers at each integration point. This involves documenting the desired integration outcome and all the necessary data fields. And then, we map data fields.

While this documentation can seem manual and timely, the upfront work pays off. Comprehensive process flows, clear integration points, and thorough field mapping make for a functional Salesforce integration. You’d be surprised how many integration points go overlooked when this documentation is skipped.

To help you get started, we’ve taken our process to system integrations and created a step-by-step workbook guide. It will show you how to document your process flow, identify your integration points, and map your data fields.

Get it now

Of course, our team is always available to discuss your integration project. We specialize in Salesforce integrations and know what to expect when integrating with an ERP like NetSuite or other key business software.

Download the Integration Workbook


Topics: Relationship Management (CRM)