One of the keys to getting all of the great benefits out of a Salesforce integration is properly preparing your data for the integration. And, unfortunately, you can’t just point various applications or APIs to your Salesforce environment and call it a day. Collecting data from multiple sources can be messy. Raw data is what you need to be working with and raw data is … well, raw. It needs to be prepared before it can provide any insights into your business operations.
There are three steps to getting data ready for a Salesforce integration.
- Sourcing
- Integrating
- Transforming and cleaning (formatting)
Once your data is properly prepared for the migration, we will need to define what data, on what frequency, will come in or out. This is where writing code or using an ETL tool to stand between the two systems is necessary.
Collecting, preparing and migrating data is time consuming and risky which is why it’s so important to have an integration partner who can properly prepare and migrate your data for your Salesforce integration
