Salesforce Integration
Meeting your strategic initiatives and gaining an edge over your competitors requires a comprehensive integration strategy around Salesforce CRM.
Cloud Elements For Salesforce API Integration
Cloud Elements’ pre-built, enhanced connectors make it possible to quickly establish a real-time, bi-directional integration between Salesforce and the other applications in your environment—without the burden of writing code to each specific API.
With our unique approach to integration, our API Integration Platform is incredibly well-suited for the most meaningful integration scenarios that companies can take advantage of to immediately increase the value of their Salesforce CRM instance.
Below we outline the most common Salesforce integration scenarios and the respective ways you can leverage these integration use cases to serve teams across the entire organization. These value-driven integrations represent potential opportunities for your organization to improve experiences across the customer journey, generate more sales through net new opportunities and upsell, improve efficiencies, and decrease cross-functional cost.
Popular Salesforce Integrations
Quote-to-Cash
By automating the submission of closed-won opportunities from Salesforce to your back-office ERP system, you can streamline the process of completing customer orders and automatically remove manual duplicate data-entry tasks for the finance team. This type of integration empowers your sales team with an up-to-date product catalog controlled by your back-office systems.
Popular Endpoints
- Salesforce Sales Cloud
- SAP
- Microsoft Dynamics AX
- Microsoft Dynamics GP
- Microsoft Dynamics NAV
- Financial Force
- Netsuite
- Oracle JD Edwards
- Sage Mas 200
Use Cases
- Enable sales to automatically submit purchase orders to popular ERP systems
- Ensure more accurate quoting by syncing product catalogs from ERP systems to Salesforce
- Provide the sales team with more meaningful insights into customer invoices for them to use to create upsell opportunities
- Real-time insights into inventory, materials, vendors, and orders synced and shared between ERP system and Salesforce
Lead-to-Cash
Automatically sync your leads from your entire marketing stack into Salesforce. This allows leads that are captured from a website, webinar delivery platform or other means to automatically ow from your marketing systems to Salesforce, enabling your sales team to receive newly-qualified leads without delays. At the same time, sales can track which activities have occurred so they can best allocate their time for follow-up activities. Marketing also gains further insights into the success of campaigns by tying leads to opportunities, which allows for deep reporting on campaign ROI.
Popular Endpoints
- Infusionsoft
- Salesforce Sales Cloud
- Salesforce Pardot
- Marketo
- HubSpot
- Oracle Eloqua
- Constant Contact
- MailChimp
- Act-On
- Campaign Monitor
Use Cases
- Streamline the lead-to-cash sync process
- Enrich marketing leads by merging with known contact data from Salesforce fields
- Better enable the sales team to follow up and nurtures leads more effectively with insight into marketing activities such as campaigns and content downloads
- Generate ROI reporting in marketing platforms by syncing deal opportunities in Salesforce with campaign success and cost
Loyalty-to-Customer Success
Email is one of the most common methods for engaging with customers. Therefore, ensuring your email platform is tightly-integrated with your Salesforce deployment is crucial. An integrated email platform with Salesforce enables you to drive greater personalization of customer communications while also creating deeper segments to target the right customers at the right time with the potential of upsell opportunities.
Popular Endpoints
- Salesforce Sales Cloud
- Salesforce Service Cloud
- Salesforce Marketing Cloud
Use Cases
- Leverage sales and customer service data to drive personalization and segmentation of email campaigns
- Bring email activity automatically back to the sales team to enable timely follow-up activities
- Drive improved email campaigns based on sales activity
- Engage customers with enhanced services by leveraging service data
Real-Time Business Analytics
Build out more robust Salesforce reports by enhancing them with data from other third-party data sources and legacy databases. Move beyond Salesforce reports by leveraging best-of-breed business intelligence tools— with Salesforce data automatically exported by the abstraction layer on a de ned or event-driven schedule.
Popular Endpoints
- GoodData
- MySQL
- PostgreSQL
- QuickBase
- Microsoft SQL Server
Use Cases
- Bring together sales, service and marketing data all into a single data warehouse
- Leverage synchronization to Big Data endpoints as a part of integration workflows with Salesforce
Salesforce to Salesforce Integration
Some organizations need to manage their Salesforce instance like a transactional database. Unfortunately, there are no inherent tools to accomplish this. By leveraging an API integration platform, you can get the data you need in the right spot—rolling up seemingly unrelated data into summary fields on objects, such as accounts. You can also keep sandboxes up-to-date with real data for testing, or use the iPaaS for time-based workflows, such as automatically aging opportunity data at the end of each month.
Popular Endpoints
- Salesforce Sales Cloud
- Salesforce Service Cloud
- Salesforce Marketing Cloud
- Salesforce Pardot
Use Cases
- Create roll-ups on multi-level relationships across Salesforce applications
- Generate simple, time or event-based workflows using outbound messaging
- Produce integrated workflows across seemingly unrelated objects
- Bring multiple record types together using custom objects
- Refresh sandbox instances automatically
Force.com Applications
Force.com applications that are built on the Salesforce platform often require integration with outside systems or a deeper integration across the Salesforce cloud. An API integration platform can discover and work with all the custom fields and APIs that Force.com apps rely on, which plays a critical role in the adoption of the Force.com app.
- Salesforce Sales Cloud
- Salesforce Service Cloud
- Salesforce Marketing Cloud
- Microsoft Dynamics AX
- Netsuite
- SAP BusinessOne
- GoodData
- MySQL
- PostgreSQL
- QuickBase
- Microsoft SQL Server
- Run new cloud ERP in parallel with on-premises ERP
- Integrate Force.com apps more closely with Marketing Cloud
- Create unique integrations with Salesforce Sales Cloud that are tightly bound to your business
Request a Demo