Integrating external systems with Salesforce apps is crucial for creating a unified and efficient workflow. Salesforce offers several methods for integration:

  • REST and SOAP APIs: Use these standard protocols to exchange data between Salesforce and external systems.
  • Middleware: Employ middleware solutions like MuleSoft or Informatica to facilitate data flow and orchestration.
  • Out-of-the-Box Connectors: Leverage pre-built connectors for popular systems like ERP, marketing automation, or finance software.
  • Custom Integration: Develop custom code to connect with external APIs or databases using Apex or other programming languages.
  • Webhooks: Set up webhooks to trigger actions in external systems based on events in Salesforce.