Data integration rules are provided by a data service to control how the service updates your Salesforce records. Rules tell the data service how to find records to update and which updates to make. Rules also control how updates affect other features, such as triggers and workflow rules.
What is the best way to integrate data in Salesforce?
Data Import Wizard and Data Loader can be used to synchronize, import, and migrate data. While Data Loader can also be scripted to run automatically via the Salesforce CLI, neither of these tools is a recommended base for a data integration strategy.
What is the decision guide for data-level integrations with Salesforce?
This decision guide focuses on data-level integrations involving Salesforce. Specifically, it covers the following data integration use cases: Salesforce organization to Salesforce organization
Is Salesforce flow considered a standalone data integration tool?
Salesforce Flow by itself is not considered a standalone data integration tool. Data Import Wizard and Data Loader can be used to synchronize, import, and migrate data. While Data Loader can also be scripted to run automatically via the Salesforce CLI, neither of these tools is a recommended base for a data integration strategy.
How to integrate OData with Salesforce connect?
If you have a pre-existing Salesforce Connect integration built to the ERP, you could configure the OData 4.0 connector to support external change data capture if the ERP can support change data capture. You would need to do further configuration in Salesforce to subscribe to the change stream from the ERP, using the Streaming API.
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How do I create a data integration rule in Salesforce?
Activate the Data Integration Rule for a Data ServiceIn Salesforce Classic, new data isn't displayed on records by default. ... Assign object permissions to users. ... In Setup, use the Quick Find box to find Data Integration Rules.Select the rule settings you want. ... Save the rule settings.More items...
How do I check Salesforce integration?
Click the gear icon on the top right of Front and into the Company settings tab, and select Integrations from the left menu. Select Salesforce from the list of integrations. Click to the Settings tab and turn the toggle to enable the integration.
How do I enable geocode in Salesforce?
Steps to set up geocode clean rules:Login to the Salesforce org.Click on the Setup option upside right hand side.From Setup, enter Clean Rules in the Quick Find box, and select Clean Rules.Edit, next the geocode clean rule. ... Review the clean rule settings.Save the clean rule.Activate the clean rule.More items...
What are Salesforce integrations?
Salesforce Integration is the process of bringing two or more systems together, which allows you to streamline separate processes. Think of cases in your own technology stack in which information is kept in one system but also required in another.
How is integration done in Salesforce?
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.
What is geolocation in Salesforce?
The geolocation custom field allows you to identify locations by their latitude and longitude and to calculate distances between locations.
What is Salesforce maps?
Salesforce Maps is a location intelligence and map visualization tool that integrates with your Salesforce CRM, simplifying territory management. With Salesforce Maps you can create territories for your field sales reps and easily see the outcomes.
How do I populate latitude and longitude in Salesforce?
Get Latitude and Longitude on Custom Address Fields in Salesforce (US Addresses Only)Click on the Geocodes for Account Billing Address. ... Select Edit Rule Settings.Uncheck the Bypass workflow rules. ... Alright, so we've got Data.com Geo all set to go.More items...•
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Guide Overview
There are a multitude of ways to access, synchronize, and share data between Salesforce and external systems. But not every tool is right for your particular project. This guide walks through the landscape of data integration tools available from Salesforce.
Common Considerations For Choosing Data Integration Tools
Before diving into the data integration tools available, it’s important to keep a few common considerations in mind when choosing a tool. As is typical with architecture, there is no prescriptive answer to every business challenge. If you’ve uttered the words “it depends” when making integration choices, then you’re in the the right place.
Overview of Data Integration Tools
Here is a high-level overview of the tools available for data integration and some considerations to start evaluating each option. In the following sections, this guide includes in-depth use case examples and more details about the capabilities of these tools.
Salesforce to Salesforce Integrations
The Salesforce to Salesforce product is reaching its end of life. Salesforce to Salesforce made it easy to share records, but Salesforce will be investing in bringing more innovation to other tools. Moving forward, the following approaches are recommended for sharing data between Salesforce organizations.
Closing Remarks
Keep this guide in mind and refer to it when you’re planning a new data integration involving Salesforce. It’s always a good idea to understand the full scope of options available to you, and how they may fit with your specific use case. Stay tuned for additional decision guides focused on event-driven integration, process integration, and more.
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.