Salesforce is a vast platform allowing businesses to integrate with third-party applications and services with it. It increases the speed and efficiency of our business processes by providing users with the best of both worlds. There are common Salesforce challenges and Salesforce issues faced by users which are prevented by Salesforce troubleshooting.
However, Salesforce integration is not at all free from challenges. It would greatly help if we had an implementation partner with the right skills and experience to help us integrate the CRM solution with the right application or service. Living in the age of digitization, we cannot afford to lose or corrupt our valuable business records. There are common Salesforce challenges faced by users which are as given below-
Various Salesforce challenges
- Auto-ID Creation
- Choosing the Right Apps on AppExchange
- Duplicate Records
- Data Mapping
- Data Migration
- Defining the Scope Precisely
- Data Rate Limits
- Data Validation
- Identifying Accurate OOB Features/ Connectors
- Misinterpreting Real-Time Integration
- Partial Decision Making
- Promoting Bad Data
- Start with Clear Integration Scope
- Understand Objects Relationship
Auto-ID Creation
Whenever we do integration with Salesforce with a third party, it creates an ID automatically for every entity we create and import. Our business often faces a challenge when the records imported from eternal apps already contain IDs. It connects them with other records significantly. It implies to import records to Salesforce from an external platform will involve managing two sets of IDs.
As if Salesforce overwrites these IDs, we lose the external system IDs. To avoid it, it is advisable to add the right configuration as a whole. We can do it by making the external ID distinct and necessary at the field level. We should also add custom logic or validations to avoid the overriding of external IDs.
Choosing the Right Apps on AppExchange
Whenever we do Salesforce integration and Salesforce troubleshooting it comes with a no. of benefits. All our efforts will go in vain if we fail to choose the right platform to integrate the CRM solution with. This is one of the most common Salesforce challenges faced by businesses nowadays.
Salesforce AppExchange provides us with several applications that serve multiple purposes. Make sure to analyze well-defined business needs and understand inherent business goals. We can do it before choosing any application to integrate CRM with.
Go for an application that helps to fill the right gaps, enhance the team’s performance, and leverage the overall functionality of Salesforce.
Duplicate Records are major Salesforce issues.
Having duplicate records is the biggest challenge that leads to bad data which interrupts Salesforce troubleshooting. We must have a system that identifies and limits the entry of duplicate data during integration.
When importing personal accounts, custom objects, and solutions, we can use external IDs to prevent the import from creating duplicate records.
Data Mapping and troubleshooting in Salesforce.
This Salesforce challenge is encountered during Salesforce integration as there is a mismatch of data and field types. The field types significantly vary from one application to another. e.g., the address fields in Salesforce show as street, state, city, etc. but the other application might not have the same fields. Writing code in such scenarios could become an additional effort making data mapping a tough job.
As part of field mapping, we have to ensure to map the right field type or convert data to a target app-supported field type to map the relevant data. By doing this, we must avoid the trouble of converting all field types to target app-supported field types.
Salesforce issue in Data Migration
If any external application has duplicate records, migration of the data will result in transferring these duplicate records into Salesforce.
However, to avoid generating duplicate records, we can enable Duplicate Management or define a custom code. Also, unique Id will play a main role in data migration as there will be the actual field to identify, create, and update records during the Salesforce migration.
In addition, if we describe the right access control in Salesforce, it will result in proper data migration. If we define relevant access to fields instead of giving access to all the fields while migrating data into Salesforce.
Defining the Scope Precisely helps in Salesforce troubleshooting.
We can obtain various Salesforce benefits when we integrate the right application or service with it. However, it is very important to define the scope of the integration project to obtain the desired outcomes.
As our Salesforce supports REST/SOAP services and Salesforce troubleshooting, it becomes important to decide whether we want to consume an external service. Or to expose a specific Salesforce service is what we want.
Data Rate Limits One of the Salesforce challenges
Salesforce runs in a multi-environment. Its governor limits are imposed by Salesforce APIs that determine data access – concurrently in a single call and one day. Hence, going beyond the limits results in Salesforce errors during the whole process. It is necessary to understand the restrictions forced by Salesforce while implementing the solution to avoid an issue.
Data Validation as a Salesforce challenges
Data validation plays a crucial role when we move business records from an external system to the Salesforce of any company. It is especially while adding data to one or more standard Salesforce objects.
For example, if we are creating a Salesforce contact where the field for the last name is compulsory, the record will be updated only once this field is populated.
Identifying Accurate OOB Features/ Connectors for Salesforce troubleshooting
It is important to identify whether the requirements are meeting with out-of-the-box Salesforce features or connectors. Or there is another option rather than writing the code.
For instance, if we have data stored on-premises in an ERP system, instead of copying data into our Org. we can leverage external objects. It is available with Salesforce to connect and associate it with the external data source helps in troubleshooting in Salesforce.
Misinterpreting Real-Time Integration as a Salesforce challenges
It leads to various Salesforce challenges and Salesforce issues that could have been easily avoided.
Make sure to understand the difference between the two practices or take help from a Salesforce implementation partner. Before going ahead with your integration project, list out all the details.
Generally, the import or export of Salesforce data involves a run of no. of batches. Here, the sync can’t happen immediately. To keep the external systems out of sync until the batches are completed.
Partial Decision Making
To set up a call with the right people to review whether the information collected during the meetings is right or not. Also, we must analyze the costs involved in the case of software updates and upgrades as they may affect integration.
Promoting Bad Data as a Salesforce challenges
We cannot overlook data quality, especially when we are in the middle of a CRM implementation. If the external system pushes duplicate records or unnecessary information forcefully into Salesforce, it results in data duplication. It is essential to remove bad data and clean up systems in external systems also to avoid Salesforce issues.
Start with Clear Integration Scope
We can never start an integration without a precise scope in Salesforce. It’s always best to have some eyes on external systems and also Salesforce before you kick off the integration. As we know Salesforce strictly has governor limits. Be ready with as-expected documentation and other business process details to kick off the integration.
Understand Objects Relationship in Salesforce troubleshooting.
It is necessary to understand the relationships between objects in Salesforce and the external system. Because when we sync data between the systems, we must select the right object in Salesforce troubleshooting. Also, for a relative object in an external system like selecting a standard or any custom object in Salesforce.
How can we address and see the Salesforce challenges and Salesforce issues for Salesforce troubleshooting?
- We can solve salesforce challenges easily because we have experienced and certified developers and system architects.
- We can help in determining the real benefits of using Salesforce for TriColor Initiatives and offer practical business analysis to assess various risks to create a clear action plan.
- We ensure the security of your all software, so you can rest assured about data protection also.
- We customize the system to your desires and various business goals so that every user can get the best from the software.
TriColor Initiatives
To achieve great things, sometimes we have to go through challenges, and issues, and Salesforce has also no exception. Now, don’t get worried, TriColor Initiatives is here to make Salesforce just as moreover effortless as it is advertised. Sometimes it can create challenges during the integration, and implementation process, but they are avoidable with the right information. And this is the area where TCI shares expertise and helps you to achieve a seamless implementation experience.
