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What are the best practices for integrating Salesforce data into your analytics platform?

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Salesforce is one of the most popular and powerful cloud-based CRM platforms that helps businesses manage their customer relationships, sales, marketing, and service. However, to get the most out of Salesforce data, you need to integrate it with your analytics platform, where you can perform advanced analysis, reporting, and visualization. In this article, we will explore some of the best practices for integrating Salesforce data into your analytics platform, and how to avoid some common pitfalls and challenges.

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Ely Estefany Espinosa Mari?ez

1 Choose the right integration method

Depending on your use case, data volume, frequency, and complexity, there are various ways to integrate Salesforce data into your analytics platform. For real-time or near-real-time integration, as well as for accessing custom objects and fields, you can use API-based integration with the Salesforce REST or SOAP APIs. Alternatively, you can use the Salesforce Data Loader tool to export and import data in bulk using CSV files. This is suitable for occasional or one-time integration, as well as backup and recovery purposes. Finally, an ETL tool is a third-party solution that can extract, transform, and load data from Salesforce to your analytics platform. These tools usually have pre-built connectors and templates for Salesforce and various analytics platforms; they can handle complex data transformations, validations, and mappings. This makes them ideal for regular or scheduled integration tasks involving large data volumes and multiple data sources.

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Ely Estefany Espinosa Mari?ez
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El uso de un CRM adecuado dentro de tu organización te permitirá administrar y potencializar los resultados de tu equipo administrativo y comercial.

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Rahul Bakshi

Driving Process Excellence, Efficiency Optimization & Continuous Improvement | Internal Controls | SAP Concur | Oracle Apps
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To integrate Salesforce data into your analytic platform, choose the right integration method based on factors like data complexity, volume, and real-time requirements. Options include using Salesforce APIs (REST, SOAP) for real-time integration, Salesforce Connect for accessing external data sources, ETL tools for data extraction, transformation, and loading, middleware or integration platforms for advanced integration needs, and custom integration for complex scenarios. Consider consulting with experts to determine the best approach for your specific requirements.

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Loveth Nwamaka Nwafor

FLUTTERWAVE
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Best practices for integrating Salesforce data into your analytics platform include ensuring data quality and consistency, defining clear objectives and KPIs, leveraging automation tools for data synchronization, implementing appropriate security measures, and regularly monitoring and optimizing the integration process for efficiency and accuracy.

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DaiShon Neal

Defensive Line & Offensive Line High School Football Coach | Business Owner | Kappa Alpha Psi - Eta Chapter
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Choosing the right method to integrate your Salesforce data into your analytic platform. Prioritize data cleansing and enrichment activities to eliminate duplicates, correct errors, and enhance data completeness. Leverage automated tools and manual processes as needed to maintain high-quality data.

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2 Optimize the data quality and performance

Integrating Salesforce data into your analytics platform requires careful planning and optimization to ensure the data quality and performance. To get the most out of your analytics platform, you should define the data scope and requirements, filter and aggregate the data, and monitor and troubleshoot the integration process. Identifying the business goals and questions you want to answer is essential, as is selecting the relevant Salesforce objects and fields that contain the data you need. Applying filters and aggregations before or during the integration process will help you avoid transferring unnecessary or redundant data, which can affect performance and storage costs. You should also keep track of the integration status, errors, and logs, as well as measure the performance and quality of the integration process to ensure success. Having a contingency plan and recovery strategy in case of any failures or interruptions is also important.

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Edson M.

Project Management | Information Technology Support Specialist
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Establish clear data governance policies to ensure data consistency, accuracy, and integrity throughout the integration process. Define standardized naming conventions, data validation rules, and ownership responsibilities. Prioritize data cleansing and enrichment activities to eliminate duplicates, correct errors, and enhance data completeness. Leverage automated tools and manual processes as needed to maintain high-quality data. Optimize API usage by leveraging bulk APIs, query optimizations, and selective field retrieval to minimize data transfer and processing time. Batch requests and utilize asynchronous processing for large data volumes.

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3 Secure and govern the data access and usage

Integrating Salesforce data into your analytics platform involves sensitive and confidential information that needs to be protected and controlled. Thus, it is important to follow the data security and compliance standards applicable to your industry and region, such as GDPR, CCPA, HIPAA, etc. Additionally, you should use tools and features that support functions such as encryption, authentication, authorization, and auditing. It is also essential to align the data access and usage with the business roles and rules defined in Salesforce. This can be done by using tools and features such as data governance, data lineage, and data catalog to manage and enforce the data access and usage policies.

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Ely Estefany Espinosa Mari?ez
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Según mi experiencia con el manejo de data e información confidencial y sensible dentro de la organización de trabajo es de suma importancia contar con un sistema de actualización de dicha base de datos antes de comenzar cualquier análisis, para con esto tener números reales y puntuales de acuerdo a la operación.

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4 Leverage the data insights and value

Integrating Salesforce data into your analytics platform is not an end in itself, but a means to achieve better business outcomes and value. To ensure the best results, you should integrate the data insights back to Salesforce using dashboards, reports, alerts, workflows, and other tools. Additionally, you should align the data insights with the business strategy and objectives that are set in Salesforce. You can measure and monitor the impact of these insights using KPIs, benchmarks, and feedback.

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Ely Estefany Espinosa Mari?ez
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La manera en que se presenta la información es la base para una buena comprensión y presentación con nuestros clientes y/o posibles clientes.

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5 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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Vishwadeep Sharma

Heading IT & Digital Tech at Greyforce Industries Ltd. CIO Accelerator X Awards2024 | CIO500 | CIO Klub | Elite CISOs | CXO Bharat. Build Tech Solutions, Integration, ERP, HRMS, eCom, POS, CRM, Loyalty, SFA, DMS.
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We need to make sure the data integration should be very secure and REST (CORS) enabled. Better to have an API from the salesforce side so that we can pull the data as per our requirement and for a specific period. for the first couple of months we need to have a dual reconciliation of the data to make sure "source of truth" is being relayed to us and the concurrent calculations are correct for starting the analysis.

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What are the best practices for integrating Salesforce data into your analytics platform?

1

2

3

4

5

1 Choose the right integration method

2 Optimize the data quality and performance

3 Secure and govern the data access and usage

4 Leverage the data insights and value

5 Here’s what else to consider

IT Operations

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What are the best practices for integrating Salesforce data into your analytics platform?

1

2

3

4

5

1 Choose the right integration method

2 Optimize the data quality and performance

3 Secure and govern the data access and usage

4 Leverage the data insights and value

5 Here’s what else to consider

IT Operations

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