Common System Integrations

Sales Cloud is a very powerful tool that enables the commercial function of a business. Salesforce offers further tools that are functionally rich tools for other business functions, such as support and marketing. However, these are not the only functions that need tools to enable their processes – for example, finance. Further, organizations already have tools that they want to continue using. Because of this, it is a common request to connect these systems so that data flows from one to the other without manual intervention. This allows information to be visible to Users where and when they need it, and enables an action in one team to trigger processes that are managed by another team. This increases organizational efficiency and can result in a better overall customer experience.

In this chapter, we are going to discuss some of the common integrations with external systems that you may want to implement to enhance your Sales Cloud solution,...