Integration Builder of Salesforce will let admins to better manage the Salesforce platform and all other partner cloud platforms at one place. When the users are logged on to the Integration Builder, they can access the checklist step by step to integrate the third-party applications. The partners are listed on the left-hand side of the screen, which can be simply added in one click during the setup.
To integrate third-party applications, administrators can directly click on it to integrate features from the Integration Cloud. These guides are classified into various categories like customer experience, employee apps, order management, and also can help administrator through the walk through the process. All actions are outlined clearly on the guide, ranging from adding the data sources to properly mapping the sources, the configuration of events, customization and integration rules, testing, deployment, and configuring service console.
On getting added, the data sources will be viewable all at one place. The admins can complete the data mapping process using a visual interface without changing any codes. The customers can be segmented automatically by geographical regions and administer data set up. Users can choose it from the drop-down list to customize the customer view. You can also create the top-down management policies and rules which can be further applied across all data sources connected to the Integration Cloud of Salesforce.
Integration builder benefits to small businesses and end-users
This is beneficial for small businesses and technology professionals who others need to log into multiple systems for administrative tasks. It is also beneficial for end-users. Once the integration, mapping, and permission settings are completed, the Integration Builder can aggregate the customer data from various sources automatically and eliminates any redundancies. This could give the users easy access to customer records categorized based on region, organization, and other particulars. For the end-users, it means the end of the endless copying of information from one place to another, and instead of getting all data at one place through the Service Console.
Salesforce Service Console
Salesforce Service Console is an application which offers proper segmentation of the data and also appropriate customer Insights. This suite also helps the users to eliminate the need to bounce among various products to get appropriate customer insights. It can also help clear the multi-org service clouds. Salesforce Service Console thus becomes an adaptable tool for highly-regulated industry sectors like finance and banking etc.
While the users log on to Salesforce Service Console, they instantly get access to comprehensive client info and user interface for it is also much easy to handle. Once on receiving a request, users can pull up the entire historical information tied to a profile and also the real-time updates. You can also see other basic information on the screen as defined by the administrators on the Integration Builder as business name, client name, contact details, churn risk, lifetime value, recent activities, etc.
For example, if you are running an e-com business, you can see the items in client cart on the same screen itself. You can also view the orders which they have placed, browsed items, and their wish lists. With all these data, you can get analytical insights powered by the Salesforce Einstein Analytics. The customer service professionals can search for the related cases and also access the knowledge base here.
As all enterprise services of Salesforce are linked to the Integration Cloud, with the assistance of consultants like Flosum.com, the users can instantly access anything from their CRM software to information from the outside sources there. The loyalty programs by third parties can also be tracked alongside the orders and comments by the users and the applications built using Salesforce Lightning can also be integrated to it. The employee- and user-facing applications can be used in the Service Console, and Lightning Flow will enable automation with minimal coding.
With all these features, Salesforce Integration Cloud helps small businesses largely and also makes it a no-brainer approach to choose all existing systems which they use and get access to comprehensive data in a customizable package. Integration here is highly streamlined with high-level optimization and customization options.
By eliminating the user’s need for back-and-forth dance to share data between various systems, especially for small businesses, Salesforce Integration Cloud can not only save a lot of time but also can increase the efficiency of the process and increase revenue. Every administrator knows the fact that a given system is only as good as the data available to it and the worst-case scenario in terms of poor data is when handling data manually across different systems which don’t communicate each other. Salesforce Integration Cloud now offers small to medium businesses an easy way to unify the data streams and resources without a huge investment.
Choosing a Salesforce consultant for small businesses
For the beginner small business owners onto Salesforce, it could be a bit difficult initially to understand the essentials and do Salesforce implementation properly. Here comes the importance of a consultant who can offer the best possible services and support. For small businesses at a budget option for Salesforce, here are some tips to consider.
- Consultant Experience: Make sure that the consultant has got experience in dealing with small-business Salesforce consulting in a similar industry to take up your tasks.
- Sales centric: Sales process automation is the primary objective of the Salesforce business suite. So, it is important for small businesses, which may lack in sales expertise, to get a consultant who is knowledgeable in terms of sales administration.
- Data management: Salesforce largely leverages big data and other data analytics in order to streamline the sales, marketing, and customer care processes. So, make sure that the consultant has got experience and skills in the domain of data and analytics to hire one.
- Project management: There are many steps in Salesforce implementation and project management. All these need to be handled properly, and the consultant needs to have in-depth knowledge of Salesforce-based project management to take care of this well for their small business clients.
- Also considering the data architecture knowledge, strategic marketing expertise, change management skills, etc. while considering Salesforce consultant services.