Supporting tools and information

For this chapter, you will require access to a Sandbox or Dev Org to be able to explore the integration options we’ll describe in this chapter. You will also want to visit the AppExchange at appexchange.salesforce.com, something we’ll review in detail in Chapter 14 – Extending with the AppExchange.

You will also want to review the requirements that were collected as part of the requirements that were gathered for your core sales process to determine if any of those relate to having access to information so that you can trigger processes for other functional teams. You may also need access to the tools that were used to capture requirements and document processes in case you identify that an integration is required and need to document more detail.