Gartner Research

Getting Started With Salesforce Sales Cloud Integration

Published: 11 October 2017

ID: G00323137

Analyst(s): Kyle Davis


Technical professionals responsible for implementing and maintaining Salesforce Sales Cloud are faced with the daunting task of integration. The guidance here addresses the two common integration use cases when getting started with Sales Cloud, as well as the patterns and tools used in each.

Table Of Contents


  • Key Concepts
  • Onboarding to Sales Cloud
    • Initial Data Migration
    • Coexistence of Existing CRM and Sales Cloud
    • Considerations and Summary of Guidance
  • Integrating Multiple Sales Cloud Orgs
    • Data Synchronization
    • Data Virtualization
    • Considerations and Summary of Guidance
  • Plan Immediate Integration Requirements Carefully, With Future Requirements in Mind
  • Perform Data Cleansing Activities Prior to Performing Data Imports and Synchronizations
  • Use a Mixture of Salesforce Tools and iPaaS to Be as Efficient and Effective as Possible
  • Use Data Virtualization Whenever Possible


Gartner Recommended Reading

©2021 Gartner, Inc. and/or its affiliates. All rights reserved. Gartner is a registered trademark of Gartner, Inc. and its affiliates. This publication may not be reproduced or distributed in any form without Gartner’s prior written permission. It consists of the opinions of Gartner’s research organization, which should not be construed as statements of fact. While the information contained in this publication has been obtained from sources believed to be reliable, Gartner disclaims all warranties as to the accuracy, completeness or adequacy of such information. Although Gartner research may address legal and financial issues, Gartner does not provide legal or investment advice and its research should not be construed or used as such. Your access and use of this publication are governed by Gartner’s Usage Policy. Gartner prides itself on its reputation for independence and objectivity. Its research is produced independently by its research organization without input or influence from any third party. For further information, see Guiding Principles on Independence and Objectivity.

Already have a Gartner Account?

Become a client

Learn how to access this content as a Gartner client.