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Salesforce Integration Services with Best Salesforce Integration Partner

We at Codleo, a salesforce integration partner understand that a company must keep pace with the times. Therefore, to this end, you don’t need to overhaul your business ways but just alter your business strategies to derive maximum benefits. We offer Salesforce Integration Services that can smoothen your daily workflow as well as speed up matters. As one of the best Salesforce Integration Partners, we successfully provide secure, reliable, seamless and scalable integration of Salesforce.com with current apps and external cloud services. We are able to seamlessly migrate your data from other applications such as QuickBooks and Microsoft Dynamics CRM to Salesforce. Codleo, one of the best Salesforce Integration Companies in India builds web services within Salesforce which assists a third-party app to share information with Salesforce. We use Data Loaded for manual migration, S2S for Salesforce to Salesforce migration and evaluated third-party tools.

Challenges We Solve

AS SALESFORCE INTEGRATION PARTNER

WE SOLVE CHALLENGES WITH OUR ADVANCE SALESFORCE INTEGRATION SERVICES

Salesforce Integration and data migration can prove to be a headache if you are not aware of all the processes involved. Without a thorough understanding and Salesforce Integration Partner, it can lead to unwanted situations and failures which are best avoided. Our Salesforce integration consultants curate the best Salesforce integration services plan and help you with projects of any difficulty, including overcoming the following hurdles.

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Understand Relationship
& Data Mapping

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Duplicate
Records

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Promoting
Bad Data

People discussing

Wrong idea about
Real-Time Integration

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Identifying Accurate
Data Tables

Excel  sheet on laptop

Data
Validation

Coding language

API
specifics

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Start with
Flawless Integration Scope

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HOW SALESFORCE INTEGRATION SERVICES PROVIDED BY CODLEO CAN HELP?

STARTING YOUR SALESFORCE INTEGRATION JOURNEY MAY SEEM DIFFICULT AS IT COMES WITH MANY ISSUES ALONG WITH DELAYS, UNEXPECTED COSTS AND RESOURCE LIMITATIONS. BUT AS ONE OF THE BEST SALESFORCE INTEGRATION PARTNERS WE WILL MAKE IT EASY FOR YOU

We are one of the top Salesforce Integration Partners who have successfully completed many Salesforce Integrations and data migrations with different systems. As a Salesforce Integration Partner, we have in depth knowledge in integrating Salesforce with internal & external databases, software and also with third party systems with Salesforce using SOAP, REST, BULK and MetaData APIs which are extensible, flexible, secure and efficient. Being a Salesforce Integration Partner in India, we enable our customers to leverage the benefits of complete data on a single Salesforce platform and is accessible from secured mobile devices. Successful approach of our Salesforce Integration Consultants amalgamates experience and technology to create a successful integration and data migration which is repeatable & predictable.

Our Process

Our Salesforce Integration Services Process

By partnering with Codleo, a Salesforce Integration Company, you can leverage the best data migration & integration tools to facilitate a smooth and seamless transition to Salesforce. Our Salesforce Integration Consultant, is specialized in a variety of Salesforce integration services and the following are the steps which we take for Data Integration.

Step

01

Identifying Stakeholders

In the first step, the Salesforce Integration Vendors will identify the relevant teams/departments to be engaged in the process.

Step

02

Understanding Data

As a Salesforce Integration Partner/Vendor we will accumulate data needs that are to be analyzed and understood for better usage.

Step

03

Preparing Data and a Destination Org

Salesforce Integration Vendors will customize the org so that the data on the source can sync with the data on the destination

Step

04

Completing and Verifying a Test Migration

At this stage, a test is carried out to check if all is in order for the migration by Salesforce partner companies.

Step

05

Migrating and Validating Data

Here Salesforce Integration consultants will migrate all the data with the validation.

Salesforce Integration Use Cases

We, as a Salesforce Integration Partner, believe that all systems in a business should work in synchronisation with all the departments of a firm. This translates into a trouble-free information flow across the company, a single-point approach for users, and automated information synchronization. The success of Salesforce CRM implementation is directly linked to accurate & up to- speed information. The power of company data is unleashed by integration across the firm and different sectors. Below are some cases of Salesforce Integration success stories:

Salesforce Integration with ERP
Web sales in salesforce

One of the popular uses of Salesforce integration is ERP integration i.e. of Enterprise Resource Planning (ERP) software integration. Salesforce to ERP integration enables you and your company to:

  • Sync the Front Office Sales with the Back-office departments by placing the requirement in ERP
  • Obtain a holistic outlook of Customer relationship in CRM comprising Order Status, delivery Information, bills, payments, etc
  • Obtain an outlook on Inventory, and the need for enhanced decision making
  • Keep the Products & rates in tandem
  • Keep the Client Master in tandem

Codleo, one of the best Salesforce Integration Partners, has enabled many companies by integrating Salesforce with popular ERP systems like SAP, Infor, Oracle NetSuite, Oracle Apps, Microsoft Dynamics, etc.

Salesforce Integration with Accounting Software
Web service in salesforce

Many small & mid-size companies (SMEs) use accounting software such as Quickbooks or Xero. These SMEs effortlessly generate bills from Salesforce CRM & get finance-related information within your Salesforce account. Accounting Software integrations helps in minimizing the duplicate data entry issue & exercise more leeway over billing & monetary mopping up.

Salesforce Integration with E-commerce Platforms
Marketing screen in Salesforce

If your company is already aligned with an e-commerce platform then integrating the Salesforce edition will enhance productivity & client service. Such types of integrations involve integrating customer data, order records, inventory data etc. Such Salesforce integration enables an spike of earnings per client and development of client service, together with:

  • Marketing personalized campaigns
  • Improving inventory management & demand prediction
  • Strengthening client profiles with order and perusing legacy for better cross-selling and up-selling
  • Creating client self-service via client portals
Salesforce Calendar & Email Integration
Salesforce Community

Our Salesforce Integration experts help you by amalgamating Salesforce with email & calendaring services. The overall productivity of your company increases when we integrate emails, tasks & calendars together. It also enables a smooth end users experience at one source.

Salesforce Integration with marketing software
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The amalgamation of Salesforce CRM with Marketing automation systems enable enhanced alignment of Sales and Marketing operations. These fusions enable businesses in developing client journeys, interaction with prospective clients, prospect nourishment, & enhanced marketing management.

Social Media & Digital Engagement Integration
Salesforce data architecture HEDA

Improve your outreach via every digital channel — such as mobile messaging, web chat, social networks, and more — in order to experience a holistic service experience on the #1 CRM platform for service. To deliver curated client experience, companies have been updated about customer’s posts, interests, news & views. Integrating social media channels such as Facebook, LinkedIn, Twitter, enables the sales team to track potential social activities, and improves visibility into social handles performance.

Videos

Salesforce Integration Services Videos

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Integrating with Salesforce - Overview
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Salesforce Integration and API Overview (1)

Latest News

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Vertical Solutions

Salesforce Integration Services for Industry Verticals

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HEALTHCARE
HEALTHCARE
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RETAIL
RETAIL
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MANUFACTURING
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EDUCATION
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PROFESSIONAL SERVICES
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NON PROFIT
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Our Products

Our Products On Salesforce

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Project Management Application on Salesforce® Platform

The solution of team, skills, techniques, planning, and execution to achieve all of the project goals

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Vendor Management Application powered by Salesforce®

Look after the flow of goods from manufacturers to the warehouse bin to the sales order

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Recruitment & HR solutions application
by Codleo

Robotize the hiring team to track applications and manage talent with cutting-edge proprietary technology

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Daily Travel & Expense Management
Solutions

Gear up for employee-initiated expenses remotely with fully automated suite to save time & effort

Feedback from our clients about our Salesforce Integration Consultants

"I was really impressed with the turnaround speed of the team and the fact that they were always invested in finding out the best solutions as per business requirement and tailored the product accordingly. Their development team works 24X7 hence the quick turnarounds"

Project Coordinator, University

"We had an excellent experience with highly skilled team who made our professional life easy and balance when it comes to business goals and accuracy of the services we deliver to our clients"

CEO, Immigration Company

"Codleo has a team of dedicated quality consultants and Sr. Developers who have the capability to deliver complex projects"

CEO, Healthcare Company

"It was a very wonderful experience to work with Codleo. Codleo was very helpful for our company from the Salesforce® platform set up to implementation and customization- CODLEO proved what it committed."

CTO, Manufacturing Company

FAQ

Frequently Asked Questions

Salesforce Integration Company benefits you in following ways:

  • Provides more insightful reporting
  • Increases your organisations productivity
  • Help you to get effortless access to data
  • Automates workflows without any programming language

Salesforce Integration Partner helps you to integrate into your internal system with a software that establishes and manages communication between your CRM and other internal application. One can contact Salesforce Integration Company to hire the partner for Salesforce integration.

Checklist to follow to find best Salesforce Integration Firm:

  • Check Salesforce partner list for your country/state:
  • Check if they have any certification or not
  • Check for which niche they had worked
  • Check how much experience they have

A Salesforce Integration Vendor will help you in the following ways:

  • Analysis of business requirements and software
  • Development of Integration solution
  • Quality assurance of Integration
  • Support and maintenance

A Salesforce Integration firm should have experience on:

  • Salesforce Integrations with development skills
  • Integrating Salesforce with third applications
  • Experience with Salesforce lightning framework
  • Experience with Salesforce platform production deployments

Best Salesforce integration Tools that Salesforce Integration Vendor uses are:

  • Rapidionline
  • Mulesoft
  • Skywire
  • Commercient
  • Orbis
  • Jitterbit

Following are the tasks that a Salesforce Integration Consultant has to do:

  • Implementation of new Salesforce installations.
  • Enhancing and Improving current installations.
  • Migration of data into Salesforce.
  • Integration of other platforms with Salesforce
  • Application creation

Listed are the qualities of best Salesforce Company in India:

  • Your partner should have great compatibility with you
  • They should have Salesforce Certified employees
  • Should have a impressive work experience
  • Should have a blueprint of the work

Here is list of certifications a Salesforce Company in India should have?

  • Certified Platform Developer
  • Certified Solution Consultant
  • Certified Administrator
  • Certified Analyst

Below are some of the duties of Salesforce Integration Companies in India:

  • Creation of custom branded space where you can invite and work upon driving sales and perform marketing strategy
  • Manage partner relationship in communities for smooth communication
  • Guide towards making profitable channels as per client requirements
  • Create a partner community with a central partner with set up of all the task in detail
  • Create the partner working roles as per the norms and functionality of the organization
  • Help in delivering quick and measurable results to the organization
  • Always guide the team and helps to teach them to advance techniques and deliver better output

The benefits of working with Salesforce Integration Companies in India are:

  • Provides all useful information partner requires to close the deal
  • Helps the partner to Increase work speed and selling
  • Helps in increasing the ROI by driving more demand
  • Makes the selling faster and easy for the partner
  • Deliver the best Insight on any device anywhere

Salesforce Integration Partners can help you to leverage the power of data on a single Salesforce platform which can be accessed via secured mobile devices for better user experience. Codleo as one of the best Salesforce integration partners delivers Salesforce Integration services to help you reduce cost and easily access, integrate and control information assets.

Codleo, the best Salesforce Integration Partner can help you to integrate Salesforce CRM with the data existing on other cloud platforms, internal & external databases, application, software and also with third party systems and also ensure that the data is well synchronized according to the needs of your business systems and maintains the highest quality.

Salesforce integration consultants at Codleo bring years of CRM experience & helps you to integrate Salesforce with other complex systems seamlessly to boost productivity & growth. When it comes to Salesforce Integration, Codleo is the forefront of innovation.

A Salesforce Integration Partner can help you with the following challenges:

  • Mismatch of data & field types during Data Mapping
  • Duplicate Records
  • Auto-ID Creation
  • Data Migration as data storage may vary
  • Defining the Scope Precisely
  • Promoting Bad Data
  • Misinterpreting Real-Time Integration
  • Data Rate Limits
  • Identifying Accurate OOB Features/ Connectors
  • Choosing Right Apps on AppExchange
  • Data Validation
  • Partial Decision Making
  • Understanding Objects Relationship

Schedule a one-on-one consultation with our Salesforce Integration Consultants

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