We live in a world where even the smallest organisations have multiple systems in their IT Footprint / Technology stack. To share information across other systems for accounting, order management, and warehouse management and also to get a 360-degree view of the business across these systems we need integrations. In addition to internal integration, we also need integrations with external systems such as vendor systems, regulatory systems, etc. These integrations may need to be bi-directional and each of the systems needs to read from other systems as well.
In addition to seamless functioning, integrations to increase customer and employee experience and productivity are also important. Salesforce seamlessly integrates with Office 365 and emails can be sent from Salesforce. Other tools such as messaging systems, Outlook, document signing, networking like LinkedIn, Facebook, and many more can be integrated seamlessly with Salesforce.
For Salesforce Integrations there are different methods used to access data (like Salesforce platform events, Salesforce SOAP API, REST API, Metadata API, Bulk API, Streaming API, Apex web service, and more). In all cases, the Salesforce platform always requires the remote system trying to access to authenticate. The remote system can use OAuth or user login and password authentication. Salesforce uses the logged-in user’s access rights (like profile settings, sharing rules, permission sets) to provide only authorized data.
Salesforce has the capability to adhere to additional security as per the organisation’s architecture. Furthermore, Salesforce integrates with on-premise commercial encryption gateways (CipherCloud, IBM DataPower, etc) and cloud-based Salesforce Shield platform encryption options.
SCloud a Salesforce partner was established in 2017 and has been one of the leading integration partners of Salesforce. SCloud has certified and experienced developers and architects to assist clients with integration issues. Salesforce consultants have experience with integrating using different middleware systems. SCloud is also a pioneer in integrating Salesforce with the Repco warehouse management system. SCloud project delivery system has different delivery models such as onshore delivery, offshore, and hybrid delivery models. Each client is unique and hence each delivery model is client specific.
There are three main different approaches for integration. The approaches have been detailed below along with architecture considerations. Additionally, salesforce architecture ensures that all integrations are secure and only certified systems are allowed to integrate with your Salesforce environment.