Salesforce third-party integration is the process of connecting Salesforce with other software applications to exchange data between them. The data exchange can be bi-directional, meaning data can be sent from Salesforce to the other application, or from the other application to Salesforce. The most common type of data exchanged is CRM data, but other types of data can be exchanged as well, such as marketing data or financial data.
The biggest benefit of Salesforce third-party integration is that it allows users to access data from multiple applications from within Salesforce. This can save a lot of time and effort, as users don’t have to switch back and forth between different applications. It can also help to ensure that data is consistent across all applications, as it’s only entered once in Salesforce.
Salesforce third-party integration can be done in a number of ways, such as using web services, APIs, or middleware. The most popular method is to use APIs, as this is the easiest way to connect Salesforce with other applications. There are many Salesforce APIs available, such as the Force.com REST API, the Bulk API, and the Streaming API.
Middleware is another option for Salesforce third-party integration. Middleware is software that sits between Salesforce and the other applications, and is used to facilitate data exchange. One example of middleware is MuleSoft, which offers a platform that can be used to connect Salesforce with a wide variety of applications.
Web services are another option for Salesforce third-party integration. Web services use a standard protocol, such as SOAP or REST, to exchange data between applications. Salesforce offers a number of web services that can be used to connect with other applications.
No matter which method you use for Salesforce third-party integration, the important thing is to ensure that the data is exchanged securely. Salesforce offers a number of features to help with this, such as data encryption and user authentication.