Salesforce – stable and secure – can not only replace a number of these databases. It can also integrate with systems that may be more difficult to replace – such as a SIS, like PowerSchool, or many an email marketing tool.
Full Answer
Should you integrate Salesforce with other platforms?
If you're interested in leveraging the power of Salesforce to its fullest potential, chances are you'll need to integrate it with another platform at some point. For example, integrating Salesforce with other data sources can help enhance the “customer 360” view of your audience and open up new marketing opportunities.
Does Salesforce integration require programmatic development?
Some integration solutions do require programmatic development initially; however, they can often then be extended within Salesforce with declarative tools like Flow.
How to manage a Salesforce-to-Salesforce integration project on a budget?
Keeping a Salesforce-to-Salesforce integration project within a set budget is important, and this budget should be defined from the outset. Plan for where your data is going, not where it’s coming from – clean it before setting up a sync to your other Salesforce environment.
Why is my Salesforce-to-Salesforce integration not working?
There’s a high chance you will run into some kind of roadblock while setting up your Salesforce-to-Salesforce integration. This will likely be due to data not being organised properly, or data not being formatted correctly, or a Validation Rule being hit inside of one of your Salesforce orgs.
Do schools use Salesforce?
Many K-12 schools, districts, and networks ― public and private ― are already using Salesforce for these and other critical functions.
What universities use Salesforce?
Innovative colleges and universities, including USC, Stanford, Purdue, Rutgers, Michigan State, UPenn, and Notre Dame have recently implemented the Salesforce platform to help modernize their fundraising, personalize engagement, and conduct AI-powered research and reporting to inform strategy and measure ROI.
What is Salesforce in higher education?
Salesforce.org Education Cloud is the complete customer relationship management software for colleges and universities, helping you track all of your constituent relationships, from prospects and students to alumni and donors.
Does Salesforce have an LMS?
The right LMS for Salesforce includes these features: The ability to invite contacts individually to your learning site from within Salesforce. The ability to sync learners with their Contacts Account in Salesforce based on a unique identifier such as the learner's email address.
Is Salesforce free for students?
Start Transforming the Student Journey Now Scroll down to learn more about our products, and get started now with Salesforce and the Education Data Architecture (EDA) for free.
How many nonprofits use Salesforce?
40,000 nonprofit organizationsThrough the Power of Us product discount and donation program, more than 40,000 nonprofit organizations, foundations, and higher education institutions are using Salesforce.
What is Salesforce EDA?
Education Data Architecture (EDA) is Salesforce.org 3rd party application built in collaboration with partners and customers. EDA is an open-source data architecture tailored specifically for Educational Institutions.
What is CRM in higher education?
CRM stands for customer relationship management and for colleges and universities, a single CRM solution can be implemented to unify and to manage all contacts from prospective students to enrolled students to alumni and donors. Centralizing this data allows schools to have a 360 degree view of their constituents.
What is Salesforce integration?
When we talk about integration, it means to create a connection between a specific Salesforce instance and another database or system. The connection could be inbound, outbound, or bi-directional, and you may be connecting to another database, another Salesforce instance, or another cloud-based data source.
Why is Salesforce so powerful?
Salesforce is a very powerful tool because it helps companies to create a 360-degree view of their customers and their business. Integrations with additional databases can bring even more value and information into your Salesforce environment.
What is Salesforce admin?
Salesforce Admins are at the heart of the user experience. You build pages, apps, data structures, automation, analytics, and more to bring your users the business processes and data they need to be successful. Integration design follows many of the same principles you have mastered as an admin: Discovery, Documentation, Innovation, and Collaboration. Take the first step by learning more about Salesforce integration solutions and how they can help you build immersive experiences for your users.
What is integration use case?
A very common integration use case is exposing data from an external system inside of your Salesforce environment. This approach can help establish Salesforce as the single source of truth for your company data.
Can you centralize Salesforce?
You may want to centralize your user experience on Salesforce, but not import and manage that data inside of Salesforce. In this use case, your users can be informed and act on records from other systems, without the data management overhead of importing and managing potential data replication issues.
Is Postgres a scalable database?
Heroku Postgres is a highly scalable database that can be deployed easily and managed without significant overhead, allowing for data sync and transformations but without the integration/API management capabilities and prebuilt connectors found on MuleSoft.
Slack
Increase team collaboration and productivity with the Slack and Salesforce integration.
HelloSign
Use this integration to simplify the process for preparing and tracking e-signature documents.
CodeScience
Build customer apps lightning fast, with the Salesforce and CodeScience integration.
Where Integration Procedures Fit Within the Data Flow
In the previous unit, you designed a few Integration Procedures based on scenarios. In this unit, you will build an Integration Procedure that passes data from the Account object to an Edit Account OmniScript.
Build an Integration Procedure to Get Data
In scenario 1 in the previous unit, you designed the Integration Procedure to get data for the Edit Account OmniScript. You chose the DataRaptor Turbo Extract Action to call a DataRaptor Turbo Extract to get Account data from Salesforce.
Build an Integration Procedure to Save Data
When you designed the Integration Procedure for this scenario, you chose the DataRaptor Post Action element to save updated data from the Edit Account OmniScript to Salesforce. Here’s the flow.
Want to Practice?
We don’t have any hands-on challenges in this module, but if you want to try out OmniStudio Integration Procedures, you’ll find a link to an exercise guide in the Resources section. To do these exercises, you need a special Developer Edition org that contains OmniStudio and our sample data.
Quiz
1 Which Action element ends an Integration Procedure and returns data to the entity that called it?
1. Integrate.io
We’d be remiss if we didn’t mention that Integrate.io is one of the best ways to integrate Salesforce with other platforms.
2. Third-Party ETL Tools
Of course, Integrate.io isn’t the only ETL tool on the market. There are a number of ETL tools available with Salesforce integrations, many of them with their own specialized functions and use cases.
3. Salesforce AppExchange
Salesforce AppExchange is a software marketplace that lists the applications, platforms, and solutions that play well with the Salesforce CRM. Here, Salesforce users can find integrations with many popular software tools in your workflow: Mailchimp, Zapier, Asana, Slack, and many more.
4. MuleSoft
MuleSoft is a data integration and API platform that was acquired by Salesforce in 2018. So why would you prefer a third-party ETL platform like Integrate.io to Salesforce’s own integration tool?
5. Salesforce Connect
Last but not least, Salesforce Connect is an integration tool that can display information from an external CRM or ERP (enterprise resource planning) solution as if this data were stored in Salesforce itself.
How Integrate.io Can Help With Salesforce Integration
Integrate.io is the leading ETL tool for integrating your Salesforce data with other software and platforms — but you don’t have to take our word for it.