Best 5 Tips for Salesforce Integration

by Shailendra Kadulkar Web Development & SEO

Salesforce had been a revolutionary platform for dealing with information. Well, there’s hardly any doubt that Hubspot integration with Salesforce could work even better.

Salesforce is fledged with capabilities that can allow it to improve the support and sales operations of any company on its own. Also it determines the best support for the customers and looks into the fact that the best services and products are circulated within the market. Integration could help you connect Salesforce with other considerable business applications that can improve finance, enterprise management, operations, logistics and human resources.

Tips for Salesforce Integration

HubSpot/ Salesforce integration could be one among the highly robust integrations offered to you. Since this one is a reliable turnkey solution. There are several aspects that you are not really required to be worried about. It could certainly consist of building web services, implementing middle-ware solutions integration process, and several other considerations that are technically important. However, utilizing a turnkey solution does not imply that you can just turn on the button without having to think for a while. Here are a few tips that will work out well for you:

Include all business stakeholders that may be crucial

Integrations could not be considered as purely technical aspects. It is rather some business integration project which requires involving your marketing and sales departments. It is quite essential to meet up the requirements of involved teams and make sure that the contacts and leads would be handed over properly while they work together. Therefore, it would be considerable to ensure that the HubSpot team and the sales officer from your back office should have a word. This will make things even clearer.

Sync data that you actually need

It would be suggestible to keep things as simple as possible. If you’re not sure that you will need it any further, no need to sync data. It will only make the set up more complicated, adding on to testing and maintenance requirements in future. Answer the following questions for yourself before you proceed:

1. Does the marketing team actually require the phone number in HubSpot?

2. Is it necessary to notify HubSpot about the various events occurring within Salesforce?

Begin with working on the basic requirements (like Contacts and Accounts); tuning your integration perfectly furthers to get comfortable with these solutions. In addition to this, you do not need to surround yourself with excess information from HubSpot. For instance, if you do not create specific workflows on Salesforce using several considerable fields then they should be displayed only via Visual Force iframe on HubSpot.

Data Mapping

Create mapping tables and list down all the fields that you want to integrate between Salesforce and HubSpot. This will let you track whatever information is synchronised among the respective systems and monitor differences that may be prevailing.

Which one is the best?

Consider defining a winning/deciding synchronisation and system directions for every field. While some data from Salesforce could be really helpful, the other would be better obtained from HubSpot. For instance Lead Score is quite more marketing-oriented and would be handled the best by HubSpot. It needs to be sent to Salesforce only if it’s actually going to be used by representatives involved in sales.

It would be worth considering another example since people may fake the first or last name and you would certainly seek all ways to avoid this error and overwriting your data in Salesforce. The HubSpot integration with Salesforce will allow placing the sync rules correctly. This will help you decide whether several fields like the first and last name should be overwritten or not.

Technical Names

In several cases, fields tend to possess similar names. Using technical denominations here will help you ensure that you are dealing with or referring to the right property. Also consider mentioning this critical information within the mapping table

Data cleaning

Prior to synchronization, take care that there is no wrong or duplicate data within any systems. It would be suggestible to export data at a different place and analyze it till the very depths. You may also consider using one of the specialized tools for the same. This one is quite an essential step that can even act as a project with its considerable importance.

Typically, it is important that you avoid taking any personal email IDs from your HubSpot contacts. Also, remove all those emails lacking quality. Grab this opportunity of data cleaning to remove weird characters that may be prevailing for example “tbd”, “no email” etc.

Test

Even if you make sure to follow the guidelines above, there could be situations that cannot be handled while designing the integration. Therefore, it is quite essential to test them first in the prevailing environments. Copy the data from production Salesforce within sandbox tenant. Then first synchronise with the test HubSpot Portal that could reflect your currently existing HubSpot system.

Here, it should be possible for your end-users to test and verify all scenarios that actually integrate with their prevailing requirements and various business cases. While you continue testing also keep track of the different types of synchronization errors that you obtain in HubSpot logs. It could be a good help for your data cleaning exercise. It is quite important to conduct test as per the best possible. Well, there’s certainly no need to jeopardize any of your HubSpot or Salesforce data.

While you’re moving towards integration, it would be great to consider the various tips listed above. Innovation never takes place on its own but requires efforts. Steering any organization successfully to innovative places requires consistent methodical action and little yet mindful experiments. While tips are merely a beginning, there is still a long journey to accomplish.

Finding the most suitable path to success is however a matter of realizing all the prevailing opportunities around and making the most it of it. You will have to look around for suggestions and implement them accordingly to achieve successful Saleforce integration. The above-listed points will surely help you to reach out the best solutions and pave way towards successful integration.

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Created on Oct 10th 2019 04:14. Viewed 472 times.

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