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Integrations

Approach

To get the most out of your investment in Salesforce, take advantage of the ability to integrate it with your existing systems. Salesforce can integrate with many of the most popular apps and platforms but finding the right approach can be challenging. CASCloud Hanberry will work with you to define:

  • What exactly you wish to integrate with Salesforce?
  • What are your goals?
  • What challenges are you trying to address, and will the integration do so?

Delivery

With the scope of the integration set, we will recommend the optimal method for your use case including:

  • Native connectors: Some apps, such as HubSpot, offer their own integration to Salesforce which can be set up with ease.
  • Salesforce AppExchange: Salesforce approved and ready to install apps, like DocuSign, are quick to set up.
  • Integration Platform as a Service (IPAAS): IPAAS can greatly aid up the process of building integration workflows, with pre-built connectors and triggers. There is a wide range of sophistication and pricing available, so we recommend the best platform with these in mind.
  • Open Source/On-Premise Data Integration: If you wish to get or put data onto a FTP or simply upload data from an internal server, Talend Open Studio for Data Integration may fit the bill.
  • Custom API Integrations: Whether you have a proprietary system or a requirement not served by an existing platform you may require a bespoke integration. Building a custom API integration offers the greatest flexibility at the cost of the largest time investment, so we always carefully consider the need to do so.

Some examples of completed integrations

Xero
Microsoft SQL Server
Proprietary system APIs
DocuSign
WooCommerce
sFTP/FTP in many formats
Workday
Adobe Sign
Magento
NetDocuments
Smartsheet
Reviews.io
WordPress
ZoomInfo
HubSpot
ActOn
QuickBooks
File pickup
Khaos Control
MailChimp
Toggl
Dropbox
Google Drive
OneDrive