Posted by Whether you are into small scale business or large scale enterprise, customer relationship management is the key aspect of every business that needs to be fulfilled successfully. To make customers satisfied, managing them in an organized manner is essential. And, thanks to the Salesforce CRM that is capable of improving customer loyalty, growing marketing potential and speed u sales. In addition to the salesforce integration, there comes some salesforce patterns that can establish user cases to solve data integration issues. This post will discuss those salesforce data integration pattern which will determine how integration services can improve business efficiency.
Migration Pattern
Migration pattern is one of the Salesforce data integration patterns moving a specific set of data at a single point from one system to another. It allows salesforce developers to build automated migration services. The automated migration generates functionality to be shared across multiple teams within the organization.
In addition, developers can also specify the configuration limits to pass into API calls to migrate scoped salesforce data inside or outside of salesforce via API.
Migration patten are beneficial for multitude of salesforce integration use cases including migration of data from legacy system to salesforce and sustaining customer data. Migration pattern can also hold large data volume, process multiple records, along with fewer failure cases.
Broadcast Pattern
The second Salesforce data integration pattern is a broadcast pattern that shifts data from a unified system to multiple systems. And, this takes place on a real-time basis. Broadcast is a truncational kind of pattern which is optimized for processing records quickly and keeping data up-to-the-minute between multiple systems. The pattern is also trustworthy when it comes to preventing the data from losing while transferring. Broadcast pattern has following benefits:
- flexible enough to keep data updated across several systems
- Highly reliable that prevent from loss of data while transition
- Successful data transfer between Salesforce and other systems as well
Aggregation Pattern
Aggregation Salesforce pattern takes and receives data from multiple systems to a unified system. It allows developers to merge multiple sets of data to use it as per the requirements. The data in this pattern is up to date and unique that can also be merged to develop the required dataset. A Salesforce integration template on an aggregation pattern allows developers to access multiple systems and to merge data sets to create reports in a desired way. The aggregation pattern is used in multiple fields such as:
- Dashboard creation for data access from multiple salesforce
- Using data from ERP and issue tracking systems to upgrade salesforce
- Building APIs that gather and return data from multiple systems
Bi-Directional Sync Pattern
Bi-directional sync pattern integrates different datasets in multiple systems, which in turn act like a single system. This pattern comes into play when different tools or systems are required to accomplish different functions within the same data. Organizations can use Bi-directional patterns to:
- Optimize organization processes
- Lining-up data representation to reality
- Assist in customizing suite of tools to build the best apps
Correlation Pattern
Correlation patterns are almost the same as bi-directional sync. The difference is that this identifies the intersection of two sets of data and performs bi-directional synchronization of the dataset. However, this happens only when the item naturally transpires.
This pattern is required when two systems want to share data, but only if they both have records of the same item or contacts in actuality.
Summing Up
When it comes to Salesforce integration there are multitude of benefits on data management to ease the organization process. Implementing the above salesforce data integration patterns will definitely transform the process of using the customer data.
If you are seeking to get the right value through the salesforce integration services, these integration patterns will unlock new opportunities for your business.