Introduction

Salesforce is a powerful CRM that helps businesses manage customer relationships, track sales pipelines, and drive revenue growth. It can create bottlenecks when operating in isolation without integration with other core systems and applications of your business. Disconnected systems are working independently and leading to data silos, manual data entry, inefficient workflow and inconsistent customer experience.

When there is no Salesforce integration, your sales team might use outdated data to create marketing campaigns lacking real-time insights. This fragmentation not only fails to target the right user base but also affects the informed decision-making.

To maximise Salesforce value as CRM, you need Boomi Salesforce integration. Boomi bridges the gap between Salesforce and other enterprise applications like ERP, inventory management, finance, etc. With its advanced capabilities, pre-built connectors and real-time data synchronisation, Boomi enhances Salesforce functionality to make it more powerful and efficient.

Let’s explore in this blog why Salesforce Integration is essential and how Boomi delivers a scalable integration to connect your CRM with other applications to drive growth, operational efficiency and customer satisfaction.

Why does your Salesforce needs Integration?

Salesforce is a powerful CRM platform with a comprehensive suite of tools to effectively manage customer relationships, sales processes and marketing campaigns. Despite robust features, Salesforce might fail to communicate well with other systems due to a lack of integration. Your business depends on systems like ERP, marketing automation platforms or inventory management software.
When these systems are not connected and operating in silos, you may face data fragmentation, inefficient workflows and limited visibility of the operational performance. No matter how advanced your Customer Relationship Management platform is, there will be numerous inconsistencies if the backend operations are not connected.

That’s where you need Salesforce integration, which connects your CRM with other core systems to enhance operational efficiency and customer experience.

The Challenges and Limitations of a Standalone Salesforce Instance

While Salesforce is the best platform to enhance customer relationships, better connectivity with other systems is required to boost operational efficiency. 

• Data Silos – When your core systems and Salesforce are not connected, the information about customers, orders, inventory and finance resides in separate systems. This lack of unified view and data transfer hinders the stakeholder’s decision-making and leads to inconsistencies.
  Imagine your sales team closing a deal, but the inventory system is not updated, and you fail to provide the orders on time. This will result in delays and a poor customer experience.
• Manual Data Entry and Duplication—Manual data transfer is another challenge when there is no integration. It is time-consuming and prone to errors, and it results in inaccurate and duplicate data entries, which can lead to confusion and slow operations. 
• Limited Reporting and Analytics – Without integration, gathering reports across different systems is nothing less than a nightmare. Without a holistic view of your business performance, you will struggle to understand and forecast the ROI of your marketing campaigns.
• Scalability Issues – As your business grows, Salesforce must scale to handle the data load and integration points. Manual data transfer and siloed systems are bottlenecks that degrade operational efficiency.
• Inconsistent Customer Experience—Salesforce is not integrated with other core systems, so it fails to provide a rich customer experience. For example, if your marketing team conducts a campaign without knowing the availability of orders, this will affect your brand reputation and credibility in fulfilling user needs on time.

Key Benefits of Seamless Salesforce Integration

• Improved Data Visibility: Salesforce integration breakdown the silos and provide a 360-degree view of customer interactions by connecting the CRM with ERP, marketing and support systems. Businesses can access real-time purchase history and engage in campaigns for better decision-making. 
• Boost Efficiency: Salesforce integration with Boomi eliminates the need for manual efforts with automation to save time, reduce costs and enhance productivity. Imagine automating lead capturing from your website directly into your website – no manual efforts and human errors.
• Enhanced Customer Experience: Deliver personalised and consistent customer experience by analysing the customer history and interaction with your business. Marketing teams can leverage the data from Salesforce to create targeted campaigns and maximise conversions. 
• Informed Decision Making: Salesforce integration provides real-time and consolidated data to make informed decisions. Integrated reports and dashboards allow businesses to track KPIs, analyse trends and take proactive decisions based on market demand. 
• Streamlined Business Processes: Integration connects the disparate systems and automates the workflows to eliminate manual efforts and bottlenecks. Connecting different systems with Salesforce can create a more cohesive and efficient workflow to enhance collaboration and quicker turnaround times.

Why Businesses Choose Boomi for Salesforce Integration?

Salesforce’s true potential unlocks when it is integrated with other enterprise applications. Boomi, a leading integration platform and service (iPaaS), offers a comprehensive and scalable integration solution. It simplifies the complexity of Salesforce connectivity with diverse applications and enhances your system’s capabilities. 

Exploring Boomi’s Capabilities for Salesforce Integration 

When Boomi integrates with Salesforce, it addresses all the platform’s complexities and offers comprehensive tools to make the integration easy and quick. 

• Low-Code Development
  Boomi is known for its drag-and-drop, easy-to-use interface, which empowers businesses and developers to build integration without extensive coding knowledge. This user-friendly interface accelerates the development process and reduces the reliability of other technical or IT sources.

• Pre-Built Connectors
  Boomi Salesforce connectors are designed to simplify Salesforce integration with other applications by reducing development time and effort. They also handle API interaction-related complexities. Moreover, the other Boomi connectors ensure seamless integration with other core functionalities, such as ERP, inventory, marketing automation, etc. 

• Scalability
  Boomi’s cloud-native architecture makes scalability seamless for all types of businesses. Whether you are integrating applications for a small business or managing the complex integration of enterprises, Boomi supports scalability. 

• Real-Time and Batch Processing
  Boomi can manage large data volumes with real-time synchronisation for immediate updates and scheduled batch processing. When your business is scaling and Salesforce is under a considerable load, Boomi’s flexibility can manage the increased data load and demand.
• Cost Effectiveness
  Boomi iPaaS is a cost-effective integration solution. It offers a pay-as-you-go service model, where you pay based on the capabilities and services you use. This reduces development time and lowers your cost of ownership.
• Security and Compliance
  Data security is paramount during Salesforce Boomi integration. To ensure data integrity, Boomi incorporates robust security protocols and complies with standards like HIPAA, GDPR, and SOC 2.

Boomi Capabilities for Salesforce Integration

Boomi iPaaS offers comprehensive suite of tools, connectors, and ability to scale make it the best platform for Salesforce integration. It enhances the capabilities of Salesforce by addressing all the challenges and complexities that a system without integration. 

1. Boomi -The Powerhouse Behind the Integration

Boomi is a cloud-based iPaaS platform that integrates multiple applications to provide seamless and unified data across systems. Key features of Boomi Salesforce integration include:

• Unified Integration—Boomi can connect different environments, such as cloud, on-premise, and hybrid, to provide a unified view of all data transformation across the system in real-time. It offers connectors for cloud applications like Salesforce to simplify integration by handling API call complexities. 
• Intelligent Data Mapping—Boomi has built-in data mapping capabilities powered by AI to accelerate integration development. When mapping fields between Salesforce and other systems, Boomi AI suggests mapping based on existing integration, common data patterns, and even the fields’ names. 
• Robust Monitoring and Management—With comprehensive monitoring and management tools, Boomi offers real-time visibility into the Salesforce integration process. You can monitor the status of running integrations, identify errors, and track data flow. 
• Dynamic Scalability—The cloud-native architecture enables flexibility to scale resources based on demand and during peak usage periods. This elasticity ensures responsiveness and minimises downtime during high data volumes and loads.

2. Boomi Salesforce Connectors

Boomi Salesforce Connector is specifically designed to streamline the Salesforce integration process. Apart from the core connector, Boomi has a few more connectors to simplify the connectivity with other functionalities, like an Analytics connector to extract data to create insightful reporting.

• Salesforce Connector—The core connector handles common tasks like querying, creating, updating, and deleting records in Salesforce.
• Salesforce Analytics Connector – This connector is designed to integrate with Salesforce Analytics cloud and extract data from Salesforce for reporting and analysis.
• Salesforce Marketing Cloud Connector—This connector integrates with Salesforce Marketing Cloud to synchronise data between Salesforce and the marketing automation platform.
• Salesforce Apex Connector—You can use this connector to call custom Apex classes and methods within Salesforce to extend the CRM’s functionality and integration with custom business logic.
• Salesforce REST Connector—This connector allows you to interact with the Salesforce REST API and is useful when you need control over API requests.Benefits of Boomi Salesforce Connector
  
  • Quick Development – To accelerate the development process, Boomi connectors offer pre-configured components to handle the underlying communication with Salesforce APIs. Businesses can simplify the configuration of the connector with the necessary credentials instead of writing long codes, testing them, etc. This saves a lot of time and speeds up the integration development.
  • Simplified Configuration – Boomi connector offers an easy-to-use interface for configuring connections with Salesforce. It involves entering credentials and selecting Salesforce objects and fields for integration. This connector also handles the complexities related to interacting with Salesforce APIs.
  • Improve Data Synchronisation – Boomi connectors ensure seamless data synchronisation by supporting various integration patterns. The connector manages data retrieval, updates, and connection to ensure data consistency across systems. To enhance data compatibility, Boomi offers built-in mapping and transformation capabilities.
  • Support Diverse – Integration Scenarios – Boomi connectors support diverse integration scenarios as they can handle real-time, batch, event, and API-led patterns. This flexibility ensures that businesses can connect Salesforce with a wide range of systems, such as ERP, CRM, finance, etc.

3. Boomi Salesforce Integration Patterns

Boomi Salesforce integration patterns depend on the data you want transferred from Salesforce to other systems and applications. The choice depends on the data type and volume you want to transfer. There are four most common Salesforce Boomi integration patterns. You can choose them based on your requirements.

1. Real-Time Synchronisation
   Real-time synchronisation is an integration pattern that updates data between Salesforce and other systems. It uses webhooks or API trigger updates to synchronise data across the organisation. When a change occurs in Salesforce, a notification is sent to Boomi. Boomi processes this event and pushes the change to the targeted system. Similarly, when any change occurs in another system, Boomi receives a notification and then triggers the updates back to Salesforce.
   Real-time synchronisation is used in cases where you constantly want to be updated about new changes, such as stock, inventory, or order processing updates.
2. Batch Pattern
   Unlike real-time synchronisation, the Batch pattern transfers data between systems in bulk at a pre-decided interval. The data is collected over time and processed as a single unit from Salesforce to another system. Similarly, the target system can be batched and loaded into Salesforce at a specific interval. Batch processing is standard when transferring a high volume of data.
   A batch pattern is best when migrating large volumes of data from a legacy system to Salesforce or consolidating sales data from Salesforce into the financial system at month’s end.
3. Event-Driven
   Event-driven Boomi Salesforce integration focuses on real-time data transfer when a specific event occurs within Salesforce. When a predefined event occurs in Salesforce, Boomi listens for it and executes the predefined integration process. This pattern is created using Boomi’s Salesforce Connector to build a polling process.
   Event-driven is most useful in cases like a customer order management system that includes tracking delivery in real-time or when a new customer account is created in Salesforce, which triggers a welcome email sequence from the marketing automation platform.
4. API Led Integration
   API-led integration exposes Salesforce data and functionality as Application Programming Interfaces (APIs). Boomi platform can create, publish, and manage APIs that allow access to Salesforce data. As APIs can be consumed by both internal and external applications, Salesforce data can be exposed easily.
   Boomi API-led integration allows mobile apps to access customer data from Salesforce.

Boomi Salesforce Integration Use Cases

1. Lead Management

When leads are generated from disparate sources like website forms, marketing automation platforms, social media, events, and partner referrals, manual updates of the leads in Salesforce become time-consuming and error-prone. This causes delays and requires resources to solve human error, data duplication, etc. 

Boomi Solution:

Boomi Salesforce integration automates the lead lifecycle. By gathering leads from different sources it transfer them into Salesforce in real-time. Boomi’s data mapping cleanses, standardises and deduplicates the leads to ensure consistency before sending them to Salesforce. Moreover, it provides comprehensive view of each prospect to the sales team and automation of routing rules can further assign leads to the appropriate sales representative. 

Benefits:

• Increased lead capture rates by eliminating the need for manual efforts
• Improved lead quality with data mapping
• With automation, Boomi integration helps sales team to focus on lead nurturing

2. Customer 360

When customer data resides in silos across various systems like CRM, ERP, e-commerce and social media, it makes it challenging to understand customer behaviour. Due to the lack of data synchronisation, a marketing team cannot analyse customer interest and might fail to create targeted campaigns.

Boomi Solution:

Boomi includes integration with all relevant systems to give you an all-around view of customer information. It synchronizes data between these systems so everyone gets consistent data for smooth operations across various departments. This 360-degree view includes information like the purchase history, customer interactions, preferences, all support tickets, and more. Boomi has MDM capabilities that can further improve data quality and consistency across an enterprise.

Benefits:

• Better customer experience through personalized interactions 
• Improved customer service by giving the agents a complete history of customers,
• Higher sales through better targeting and cross-selling opportunities, 

3. Order Management

Manual order processing updates between e-commerce, ERP and Salesforce are prone to errors and can result in delays. This can lead to order completion issues, inaccurate inventory levels and poor customer experience. 

Boomi Solution:

By automating the order flow between all the systems, Boomi eliminates the need for manual intervention. It synchronizes real-time data like order details, product information, customer data pricing, and inventory levels in real-time.

Benefits:

• Reduce human errors and order fulfilment issues
• Accelerates order fulfillment process 
• Faster revenue recognition and customer satisfaction

4. Data Migration

Data migration from legacy systems to Salesforce is quite complex and risky. Data formats, quality issues and system downtime can affect the migration process. 

Boomi Solution:

Boomi makes data migration easy with pre-built connectors for most systems, transformation tools, and robust error-handling capabilities. It cleanses, transforms, and validates data before loading it into Salesforce, thus ensuring data integrity. Boomi supports incremental data migration, thereby causing minimal disruption to the business operation that is already in progress. 

Benefits: 

• Faster and smoother data migration with better data quality 
• Reduces data errors and inconsistencies 
• Minimize downtime during migration.

5. E-commerce Integration

Integration of Salesforce with an e-commerce platform is quite complex and requires development skills as it demands data consistency between the two systems. 

Boomi Solution:

Boomi offers pre-built connectors to simplify the Salesforce integration with e-commerce platforms. It synchronises customer data, order inventory levels, product information and shipping updates between the Salesforce and e-commerce platforms. 

Benefits:

• This synchronisation ensures data consistency across the system
• Enhanced customer experience across online and offline channels
• Boost online sales and streamline e-commerce operations

Conclusion

Indeed, Salesforce is a powerful CRM platform, but it is limited when not integrated with a reliable iPaaS like Boomi. Boomi Salesforce integration connects other systems like ERP, marketing automation, and e-commerce with Salesforce to ensure seamless data flow across the organisation. It optimises operations, data consistency, and customer experience through real-time data synchronisation.
We specialize in Boomi and Salesforce integration, helping businesses overcome their connectivity challenges and maximize their Salesforce investment. Our Boomi experts understand the complexities of integrating Salesforce with multiple applications and provide a high-performing, tailored solution for your needs.
Whether you are looking for ways to streamline lead management, automate order processing, or migrate data, we provide best-in-class integration strategies for your business. Unlock Salesforce’s true potential with powerful integration to make informed decisions and enhance customer experience.
If you are still unsure where to start, contact our Boomi Salesforce experts to design and implement a future-proof integration strategy for your business. 

FAQs

1. Are there pre-built connectors available in Boomi for Salesforce integration?
   A- Yes, Boomi has pre-built Salesforce connectors to simplify the integration Salesforce integration. These connectors enable quick implementation by supporting the standard Salesforce (leads, contacts, opportunities, accounts, etc) and custom objects.
2. Can Boomi integrate Salesforce with other systems besides CRM?
   A – Yes, Boomi can integrate Salesforce with applications other than CRM. It can seamlessly connect Salesforce with ERPs like NetSuite and Oracle to synchronize sales, finance, and operations data. Salesforce with Boomi integration can even connect with e-commerce platforms to automate core processes and provide unified information.
3. How does the Boomi Salesforce Connector support Bulk API for large data volumes?
   A – Boomi Salesforce Connector processes data in batches to reduce API call limits and improve performance for data-intensive operations like mass, updates, inserts, and deletions. Leveraging the Salesforce Bulk API 2.0, this iPaaS ensures quick data transfer and system performance optimization. If you are struggling with large data volumes in Salesforce, you can contact our Boomi expert.
4. How does Boomi integrate with Salesforce Platform Events for real-time data exchange?
   A- With event-driven architecture, Boomi can subscribe to publish and process platform events to ensure real-time updates when any change occurs in Salesforce. This is useful for automating workflows, triggering business processes, and maintaining data consistency across the system.
5. How does Boomi connect to Salesforce?
   A – Boomi uses Salesforce Connector to connect with Salesforce and then integrate this CRM platform with other applications. This connector allows users to efficiently transfer, retrieve, and manage data via Salesforce APIs.