Salesforce
Integration Services
Get a 360 degree view of your customers by connecting all customer data, no matter where it resides. Our Salesforce integration services let you connect data seamlessly without affecting your existing workflows.
Streamline Processes with Seamless Salesforce Integrations
Businesses struggle with scattered systems that users juggle between, hitting efficiency and effectiveness. Lower revenue, poor customer experience, and misaligned marketing cost the company its money and reputation.
Our Salesforce developers will discuss your business requirements, understand our goals and challenges before moving on to design your data architecture making sure data is flowing seamlessly between all your systems without hurting data integrity and accuracy.
Having access to the right data at the right time without putting uneccasry effort and manual work is essential for a business to stay ahead in today's world. Folio3's Salesforce integration services ensures all your grounds are covered when it comes to data integration.
Salesforce Integration Services We Offer
Is your goal better data access, targeted marketing, or improved customer service? Folio3 offers Salesforce CRM integration services that help businesses achieve their goals.
Using Salesforce Integration Tools
Businesses can find several Salesforce applications on the Salesforce AppExchange that improve functionality across different areas. Folio3’s experienced SalesforceView More
Salesforce Integration with Informatica Cloud
The Folio3 Salesforce team can use Informatica Cloud to develop and deploy various Salesforce integrations. Examples includeView More
Salesforce Integration with Middleware/ Mulesoft
Folio3 understands that companies use various systems simultaneously and simplifies Salesforce integration with these View More
Salesforce Integration with REST/SOAP API
Our Salesforce experts can develop two-way integrations between Salesforce and other business systems. Using REST and SOAP API, Salesforce API View More
Best-In-Class Salesforce API Integration
Businesses that want to improve business processes can work with Folio3 to integrate web applications and services with Salesforce View More
Salesforce Integration with Dell Boomi
Companies looking for a one-time data transfer or SaaS integration can work with Folio3 to develop the right Salesforce solution for their business. Folio3 helps View More
Salesforce Integration with Third-Party Consumers
In addition to more technical integrations, Folio3 helps companies integrate several solutions to improve workflows, including Google Cloud, View More
Salesforce eCommerce Integrations
Folio3 helps its clients integrate Salesforce with various eCommerce platforms, including Shopify, Magento, and WooCommerce. View More
The Folio3 Salesforce Solution Suite
Multi-System Integration
Folio3 helps develop complex Salesforce integrations that are flexible and scalable. These solutions smoothly integrate with different business systems, making the business more competent and adaptable.
Cloud-Based Salesforce Integrations
We help businesses take advantage of the cloud by integrating Salesforce with the various cloud-based applications that companies use. Folio3 Salesforce integration services use the latest technologies to offer the best solutions.
Personalized Solutions
Folio3 understands the need for personalization in business and caters to various industries with its Salesforce integration services. We consider unique business requirements and industry verticals when developing our clients' products.
Cross-Region CRM integrations
Our Salesforce team helps companies develop CRM solutions that integrate with different systems globally. This allows clients to scale operations and their businesses.
Saleforce Customer Stories
Applying over 20 years of experience, we guide our clients through a complex technology landscape to arrive at simple, smart choices that we implement to the very highest standards.
MajorKey
Technology connects people, enhances experiences, accelerates innovation and drives growth. But only harmonized technology delivers enterprise-wide value.
Wealth Architect
Salesforce Financial Service Cloud Implementation Support for an independent wealth management firm located in Silicon Valley, California, USA.
Electro Core
Salesforce CRM Requirements Discovery for a global Medical Device company specializing in Neuromodulation, VNS, Neuroscience, and Bioelectronic Medicine.
Folio3’s Salesforce Product Expertise
CRM Folio3 team is qualified to implement and customize Salesforce flagship products including:
Industries We Serve In
Maximize the ROI of your Salesforce Investment
Using the right Salesforce integrations, apps, customizations and best practices is crucial to lowering your Total Cost of Ownership and maximizing the ROI of your investment. Rely on an expert Salesforce team to get the guidance you need to achieve your goals.
Salesforce Integration Options - How Can We Help
At Folio3, we believe that all systems, like fingers on a hand, should work together. This entails a continuous data flow between departments, a unified user interface, and automated data synchronization. Integrate Salesforce with the apps you use on a daily basis.
ERP Integration
Folio3 facilitates effortless integrations between Salesforce and the best ERP systems. Doing so helps businesses gain a comprehensive view of operations and improve financial performance.
Accounting Integration
Companies can work with Folio3 to integrate accounting systems into Salesforce, automating processes such as data entry, account reconciliation, and improved financial reporting accuracy.
Marketing Automation Integration
Folio3 can help businesses integrate marketing automation platforms to help them develop personalized marketing campaigns, track lead conversion status, and improve their sales efforts.
Social Media Integration
Integrating Salesforce with social media helps businesses engage with customers, measure the impact of their marketing efforts, and monitor social media conversions. Proper social media utilization can make all the difference in the world.
CTI Integration
Folio3 helps businesses integrate computer telephony (CTI) with Salesforce to improve customer service. Any time a customer calls, their Salesforce records are retrieved for agents to assist the customer.
Other Integrations Folio3 Can Handle
Folio3 takes pride in offering the best Salesforce integration services, and despite being a powerful platform, there is always room to improve. The Folio3 Salesforce development team helps businesses integrate with the following, among many others:
- Basecamp, Wrike (Project management)
- Zendesk, ManageEngine (Customer service)
- SurveyMonkey, Qualtrics (Surveys)
- Smartsheet, SharePoint (Collaboration)
- Live chat and customer engagement applications
Folio3 Salesforce Integration Roadmap
01 Gathering
Requirements
Folio3 engineers and business analysts begin by auditing the client’s business processes and network.
02 Planning For
Project
Based on gathered requirements, Folio3’s team crafts a detailed project plan included timeline and resource.
03 Development &
Implementation
The Folio3 Salesforce team begins the development process with document design and code.
04 Salesforce
Integration
With a solid foundation in place, Folio3 seamlessly integrates Salesforce into the client’s existing systems
05 Testing the
Integration
Before going live, Folio3 conducts comprehensive testing to identify and resolve any issues.
06 Launch the
Salesforce Integration
After successful testing, the integration is officially launched. Folio3 oversees the rollout, ensuring a smooth transition.
07 Ongoing
Support
At Folio3, clients get the best service at every stage once they sign with us. A Folio3 partnership includes the entire suite support, and maintenance,
Frequently Asked Question?
Salesforce offers various integration tools and APIs, making integration relatively straightforward, especially for developers.
While coding knowledge can be beneficial, Salesforce provides low-code/no-code integration tools like Salesforce Flow and MuleSoft, reducing the need for extensive coding.
Integration can be enabled through Salesforce’s built-in APIs, AppExchange connectors, or third-party integration platforms. Specific steps vary depending on the integration method.
Yes, Salesforce integrates with a wide range of applications, including popular tools like Microsoft Office 365, Google Workspace, and various marketing automation, ERP, and accounting systems.
While there’s no direct native WhatsApp integration, you can leverage third-party solutions and APIs to indirectly integrate WhatsApp messaging with Salesforce.