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Salesforce Integration Best Practices For Small Business

March 8, 2024 by
  • Salesforce

Salesforce integration best practices for small businesses. Salesforce integration contains many things you'll have to figure out for yourself. For example, what is the integration in Salesforce? In addition, what are the Salesforce integration best practices for small businesses to apply the integration processes?  Salesforce allows you to improve your sales pipeline visibility through its features, thus, allowing you to control your workflow better. You'll understand how your customers behave and obtain the required data to enhance business performance. In this post, Kapsys explains the Salesforce integration best practices for small businesses and Salesforce integration patterns. In addition, which integration tools for salesforce you can use and the importance of having a good Salesforce integration plan. 

Salesforce Integration Patterns

We can't outline the Salesforce integration best practices without explaining the patterns. So, learn a bit about some benefits of Salesforce pattern documentation. The Salesforce documentation benefits the architects and designers seeking to conduct thriving Salesforce integration. In addition, the Salesforce best practice and pattern guidance are available to ensure a smooth experience during Salesforce-based operations. These benefits include:

  • Lower maintenance costs
  • Fewer bugs
  • Save time
  • Raised ability to scale

Many patterns apply to specific strategies when attempting to integrate with Salesforce. Some of these types of Salesforce patterns are available: 


Salesforce Integration Best Practices

Salesforce integration does not strictly come with straightforward best practices. So, Kapsys simplifies some of the Salesforce integration best practices to help you improve your business:

Understanding your Salesforce Integration Pattern

Integrating with Salesforce is a tricky approach that many people struggle to understand. So, it would help if you had an implementation plan. Here are some simple steps to create your Salesforce integration solution:

  • First, chart your pattern using a framework. 
  • Next, follow all the Salesforce integrations with a template that has become synonymous with the CRM provider. 
  • Define endpoints, obstacles, and the data itself by the template.
  • Contact an integration expert to simplify the integration process.

Finally, figure Out what Integration will Cost. Is it Worth It!

If you're looking to integrate with Salesforce, there's no doubt that you'll need to spend some money to do so. However, before you start planning how much you'll need to invest in an integration strategy, you should first figure out precisely what you plan to use the system for.   The most effortless way to determine whether your spending money is worth it is by running a cost-benefit analysis. For example, you're probably aiming to improve your business reporting because you're interested in Salesforce. So, at this point, you have to set a goal of establishing your pain points.

  • For example, CRM helps you skillfully oversee the sales cycle and support customer relationships by keeping your data accessible and organized.
  • Using Salesforce dashboards can help get quick data-driven insights, so you don't have to work with too many excel files anymore.

So, the cost depends on many factors. However, determining your pain points and what you need is the primary key to knowing how much you will pay. 

Confirming Data for Salesforce

Once you've figured out what you want to do with Salesforce, you'll need to confirm the data you plan to use. This will help you determine whether you need to purchase additional licenses or not. You'll need to consider other things, such as whether you need to add custom fields or modify existing ones. An initial step is to figure out what data you'll need to operate the Salesforce CRM properly. According to Salesforce itself, here is a list of several reasons why this stunt may be necessary:

  • Add depth to pre-existing records
  • Automate your workflow and improve business efficiency
  • Gain actionable insights from data analytics
  • Take advantage of the Salesforce security model

Don't Expect Implementing A Successful Salesforce Integration Strategy to Happen Overnight

It takes time to maximize Salesforce's potential. But, unfortunately, you'll lose sight of the greater picture, and things will only worsen if you focus on the rapid progress and neglect the minor improvements daily. If you're looking to implement a successful Salesforce integration strategy, you should expect it to take some time. Unfortunately, there's no magic formula for success, so you'll need to work to ensure everything goes smoothly. Businesses benefit from boosted cooperation, accessibility, and actionable data affecting consumers to do their jobs sufficiently and enhance the company's bottom line.

Ask for Help: Salesforce Integration Experts

You might think that you can do it yourself, but there's a good chance that you won't succeed. That's because there are many different aspects to integrating with Salesforce, each requiring a unique approach. Inadequately executed Salesforce integration affects your work negatively. It will 

  • cost you more money, 
  • waste your time, 
  • result in data problems, 
  • leave customers unhappy. 

Contact Kapsys to find out what we can help you with within Salesforce integration. Read 5 Steps For Effective Salesforce Service Cloud Strategy 

Use Tools and Software to Simplify Salesforce Integration

A data integration tool is software that allows you to organize the data integration approach. Several tools are available to help simplify the process of integrating with Salesforce. In fact, you should consider the integration tools that provide Salesforce connectors that make integration more accessible and cost-effective. These tools will; 

  • Make setting up integrations between Salesforce and other systems more accessible.
  • Allow you to automate tasks, so you don't need to spend as much time doing them manually. 


Reading this post from Kapsys gives you a helpful insight into the Salesforce integration best practice tips and tricks. As we discussed, the Salesforce integration is not a straightforward process; it is complicated, and you probably will need an integration expert to help you apply it. Consider integrating some of your apps with Salesforce in the future to optimize your workflow and save you time and money.