Boomi Salesforce integration: A comprehensive checklist

20 December 2022

Boomi Salesforce Integration will help an organization to enhance its workflow.

Salesforce is an efficient CRM platform that improves how enterprises run their sales operations and offers products, services, and extended customer support. In the current market scenario, enterprises deal with many constituents, and they must leverage technologies that help them stay connected with all of them.

How Boomi Salesforce integration benefits your organization

Organizations can optimize Salesforce performance by integrating with a cloud-native, low-code platform such as Boomi. Through this integration, enterprises can:

  • Automate manual data
  • Manage tasks
  • Access accurate data
  • Accelerate business workflows
  • Increase operational visibility

With Boomi integration, enterprises can connect their Salesforce platform to other critical business applications for finance, human resources, operations, and logistics management.

Boomi integration enables workflow automation and allows applications to be built on the Salesforce data and to link it with other data sources and operational areas. The resulting integration accelerates Salesforce adoption within your organization. It seamlessly delivers critical data into the platform, eliminates manual data management tasks, automates workflows, and ensures data quality.

Before you embark on this Boomi Salesforce integration journey, it is essential to understand the various prerequisites in order to optimize your integration.

Understanding the stakeholders

The first step in integration is identifying the people involved in the business process. Identify the owners and users of the applications and the data and arrange them based on their usage. Seek their perspective and insights on the shape of their business needs and the technical requirements for the project.

Since data migration is the first step in integration, it is vital to understand who gets access to these relevant applications and who can modify the data. Business users know what they need, and it makes sense to provide them with a development tool that lets them design integrations and customizations themselves. Boomi’s low-code approach with drag-and-drop interface helps the stakeholders and users serve themselves while ensuring that data integrations and access remain under the greater control of the organization.

Using a modern integration platform such as Boomi allows developers to focus on complex, strategic design and development of new projects while the business gains oversight, efficiency, and productivity.

Identifying the endpoints in the process

The primary objective of integration is to optimize the data flowing from one endpoint to another. These endpoints could be applications and various stops along the way for staging, scanning, and modifying the data before transferring it to other applications. Mapping out the data flows across the organization will help you discover what data is needed in multiple places. In some instances—such as batch processing—data updates happen regularly, and in other cases, data transfer occurs in real time. Depending on the workflow, find out which data integrations require batch operations and which require real-time or on-demand operations.

Learn about the applications and the data

Before planning your integration, identify the strengths and weaknesses of the applications. The applications and the data involved are the core entities of any integration project. Take the appropriate time to understand how the integrated applications interact. Once armed with this information you can more readily use the applications based on their potential.

By following a balanced best-of-breed approach, you can integrate your applications based on their strength to accelerate the business process, ensure consistency in data quality, and automate tedious workflows. If the application is the heart, then data is the soul of any integration project; your business should utilize the available information efficiently. The applications need the correct data at the right place and time to optimize your business processes.

Diagnose the underlying issues in your Salesforce system

Even though Salesforce is generally compatible with various types of integration, other application integration projects may occasionally present challenges. Salesforce also has specific requirements for support, particularly for cloud integration. A background assessment will help you determine whether you have the expertise within your organization for application integration or need assistance from an experienced integration partner.  

Based on your specific Salesforce instances, your requirements will vary. This may add to the customization needed to implement the process. Identifying these issues will help you understand how the nuances of integration will affect your integration project.

Boomi expands Salesforce reporting capabilities by assisting you to create more complex, customized reports or build a local, on-premise repository for different types of reports that, in turn, feed other applications. Boomi grabs the data you need to drive Salesforce Analytics and other Salesforce-related dashboards through its modern, low-code integration approach. Whether the information you gather is in the cloud, on-premise, or accessed via mobile devices or social applications, an integration platform can sync Salesforce data in real time to provide insights and visibility your organization needs. PreludeSys is a Boomi Silver partner, and we have assisted many enterprises in refining their integration strategies for long-term success.

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