Whether you are in a small or large business, one requirement which will remain evergreen is customer relationship management. In comes Salesforce which is a leading CRM system and is capable of:

• Improving customer loyalty
• Growing marketing capabilities
• Speeding Up sales

But one question arises; how businesses across the world extend Salesforce to streamline their operational processes? The answer is efficient and effective Salesforce integration with a database such as ERP & CRM, which is crucial for companies to enhance their business fortune.

Furthermore, what is included in a Salesforce Integration pattern? It includes a logical sequence of patterns and a business use-case. The former includes the usage of the generic procedure to handle the movement of data; while later includes value obtained from integration.

May you also like to read - <a href="https://blogs.emorphis.com/salesforce-integration-services/" >The Ultimate Guide to Salesforce Integration</a> 

When the need for Salesforce integration arises, some common pattern emerges which address various issues associated with the integration. They are the most logical sequence of steps and can establish actual user cases to solve the integration problem.

Salesforce integration patterns are based on simple point-to-point atomic integration and can be displayed using the following structure:

Applications (A) to Applications (B) - Object(s) – Pattern

What is the essence of a pattern? To satisfy the needs of the <a href="https://www.emorphis.com/salesforce-consulting-services/" >Salesforce integration services</a>  and make integration reusable, extensible, atomic and easily logical, the pattern should include a combination of at least one of the elements which are described below:

• Source System- Which stores data before its execution
• Criteria- Determines scope of data; which is ready to move, copy or replicate
• Transformation- Indicates undergoing of set data
• Destination System- Where insertion of data occurs
• Result Capture- Where comparison of final and desired state occurs

The given article will foray into various integration patterns which will determine how well integration services will improve the proficiency of any business enterprises.

There are five most common integration patterns, and these are:

A.     Migration Pattern

It is a one-way integration where migration of a specific set of data occurs from one system to another. It permits the developers to create automated integration services for identifying functionality which is to be shared among multiple teams.

What’s more, configuration parameters can be passed into the API calls by the developers. It will then help the migration apps to migrate scoped Salesforce data dynamically in and out either using command or through API itself.

Why the migration of data is essential? The answer lies in the fact that:

• It creates reusable services for frequent migration
• It is capable in handling large amount of data
• Successfully process many records in batches
• It saves a large amount of time for operation and development teams

Furthermore, the migration pattern is required for various Salesforce integration scenarios such as:

• One Salesforce to another
• Legacy CRM system to Salesforce
• Backing customer data mindset
• Utilizing data from SAP to populate Salesforce

B.     Broadcast Pattern

A one-to-many relationship based data migration from a single source to multiple destination systems on either real-time or near real-time basis. The broadcast pattern is transactional as it executes those items which are recently modified and optimize for processing records in a swift mode.

It comes with notable benefits such as:

• High flexibility to keep data up to date across multiple systems
• High reliability to avoid loss of crucial data during the transition
• Immediate & successful transfer of data between Salesforce & other systems

Besides, the broadcast pattern is utilized for various Salesforce integration use-cases such as:

• To synchronize real-time data from Siebel to Salesforce
• Creation of sales order in SAP when an opportunity in Salesforce is marked as “Closed Won”
• Updating of Salesforce in other enterprise apps when change occurs in the object

C.     Aggregation Pattern

It is a many-to-one relationship act of taking and receiving data from multiple systems to one system on a real-time basis. It allows developers to query multiple systems on demand and merge data sets to utilize as per their requirements.

Besides, here data is always up to date with no concern for replication and can be merged to produce the desired dataset easily. Thus, the need for having a separate database for merged content becomes avoidable and allows us to make reports available in any format.

The aggregate pattern is used in various fields such as:

• Creation of dashboard to access data from multiple Salesforce to ensure data consistency
• Utilizing data from ERP & issue tracking systems to update Salesforce
• Building APIs that collect and return data from several systems

It is exceptionally helpful in the given scenarios:

• Creation of orchestrated APIs to modernize data legacy systems
• Pulling data from multiple systems to creates reports and dashboards
• Easy collection of compliance data from multiple systems which are housed in a central repository

D.     Bi-Directional Sync Pattern

An integrating act where two or more datasets are united in two or more systems and behave as a single system to recognize the presence of different datasets. It enables utilizing both systems by sharing their dataset and maintains a stable real-time data view across systems.

Enterprises can utilize the given Salesforce integration pattern to:

• Optimizing organizational procedures
• Aligning data representations more closely to reality
• Reduction in compound cost of manually addressing inconsistencies
• Helps in customizing suite of tools to breed best apps to meet the aims of an organization

The given integration pattern is advantageous in the following cases:

• When object representation of reality is consistent and comprehensive
• To enhance operational efficiency and streamlined flow to record data for synchronization
• To unify the most relevant and best-performing apps to increase sales growth

E.      Correlation Pattern

Its functioning is same as compared to the bi-directional sync, yet the difference lies in the fact that it identifies the intersection of two data sets and performs the bi-directional sync only when there is a natural occurrence of items in the system.

Furthermore, it does not discard the originality of the object. Instead, it will continue to synchronize objects if they are found in given systems. It is extremely useful in cases where:

• Two groups with similar items want to share their data in reality
• There is a requirement of removing unnecessary data which has proved to be more costly
• Sharing of to be synchronized account data across applications
• Synchronization of customer data by either different teams or team members of the same department is needed

Wrapping Up

The given article suggested that Salesforce integration has become a worldwide phenomenon and its pattern is vividly utilized by various enterprises present across the globe. 

If you want to get true value for your Salesforce integration services; then utilize these integrating patterns and unlock new opportunities to enhance satisfaction and hence loyalty among your customers which will bring significant improvement in sales growth.