Gartner Research

Getting Started With Salesforce Sales Cloud Integration

Published: 11 October 2017

ID: G00323137

Analyst(s): Kyle Davis

Summary

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

Analysis

  • 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

Conclusion

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